Finance Manager

Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations.

The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM.

Overview:

In our highly acquisitive, high-growth model, Finance is critical to ensuring we have access to cost-efficient capital and the right information and understanding to manage the business through KPIs, metrics and forecasts. Leadership and capital providers trust our team to provide in-depth financial understanding of our businesses and the industries we operate in.

We're searching for a Finance Manager to help lead the organization through these mission-critical Finance activities across Evergreen. In addition to the core FP&A responsibilities (reporting, forecasting/budgeting, and KPI tracking), we are looking for a leader who will be responsible for analysis across the P&L, balance sheet, and cash flow statements; be involved in capital raises and structuring; and partner with executives at the holding company, industry vertical, and operating company levels.

The Role:

Strategic Finance and Business Partnership (40%)

• Drive strategic impact through financial deep dives and ad-hoc projects - lead analyses that uncover trends, inform key business decisions and unlock new opportunities for growth and business optimization
• Serve as a business partner to the Evergreen and Grove (industry vertical) leadership teams - identify business opportunities and risks. Work closely with Grove Finance leadership on company-wide initiatives.
• Design and develop financial dashboards in Power BI - transform data into actionable insights for Evergreen leadership, Deal Team and Talent Team

FP&A and Financial Reporting (40%)

• Own and elevate the month-end financial reporting cycle - drive timely and accurate financial reporting, MD&A, and Board/lender deliverables that inform critical decision-making
• Partner with our Grove (industry vertical) Finance teams to understand monthly performance and KPIs - synthesize into executive-level insights for Evergreen executive leadership and the Board
• Lead the portfolio-wide quarterly forecast and annual budget processes - manage the process with key Finance and Operations stakeholders to ensure alignment with organic growth goals and strategic business objectives
• Project manage the successful rollout of an EPM tool for financial reporting and planning - in collaboration with Grove (industry) Finance leadership and the Evergreen Accounting team

Capital Markets & Cash Strategy (20%)

• Play a key role in capital events - develop and deliver critical materials for capital raises and debt refinancings. Prepare analyses to inform capital structure decisions and own quarterly equity valuations
• Support cash management initiatives - optimize cash forecasting and cash management to enhance levered free cash flow performance

We encourage you to apply, if:

• You are highly analytical and have a shrewd business mind. You enjoy thinking about how businesses can improve financially over the long term and base your reasoning in data and logic
• You are data driven and have managed KPIs and Metrics to make business decisions.
• You have strong EQ and communication skills that allow you to communicate effectively with executives and build collaborative working relationships across the organization
• You are a player-coach who flexes as both a strong individual contributor and a leader who elevates and manages others through coaching and mentorship
• You hold yourself and others to the highest degree of integrity and are comfortable in a governance role
• You are process-oriented and establish clear workflows that ensure scalability, accuracy and efficiency of your work
• You are looking for a dynamic, fast-paced environment where you'll be empowered to own high-impact projects and workstreams

Qualifications:

• BA/BS degree in Finance, Accounting, Business, Economics, or a highly analytical field, preferred
• 5+ years of experience in Corporate Finance/FP&A, Investment Banking, or Private Equity
• Strong proficiency in Excel, including advanced modeling
• Strong proficiency in PowerPoint and Executive-level communications
• Experience with PowerBI or other data visualization tools
• Deep experience with EPM tools, such as Onestream, Oracle or Workday

Bonus areas of expertise or experience:

• CPA, CFA or MBA
• Experience at a high-growth company with scaling/maturing finance function.
• Financial systems implementation experience

Other Information:

• This role is based in our San Francisco office (hybrid) and reports to our Senior Vice President of Finance

The salary range for this role is $155-185K with On-Target Earnings (OTE) of $200-225K.

We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!

DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN

At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion ("DE&I") is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.

Compensation

A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.