Position Purpose As a Finance Partner dedicated to the Delivery organization, this role is critical for enabling the financial performance of the Delivery Leadership team by acting as a profound financial analyst and advisor. This role is to provide data-driven insights, support strategic financial decision-making, and promote financial discipline across client portfolios. Finance Partner plays a proactive, hands-on role in tracking portfolio metrics, supporting rate card modeling, and guiding budget planning — while maintaining a clear distinction of responsibilities with Delivery leadership in terms of financial targets.
Location: Remote (Portugal/Poland/Ukraine)
Key Responsibilities 1. Portfolio Management: — Perform comprehensive financial performance analysis across various dimensions and views — such as Engagements, Delivery levels, Verticals, Clusters, and Horizontals — to ensure full financial visibility and oversight; — Monitor and analyze key delivery financial metrics including (but not limited to): — Revenue and YoY Revenue Growth; — Gross Margin, Labor Margin, Contribution Margin, including CM YoY growth; — Operating income; — Revenue Retention Rate; — Utilization and Billability Rates, etc; — Provide variance analysis and actionable insights to Delivery leadership; — Track and calculate applicable variable compensation components for relevant Delivery team members. 2. Client Support — Support rate card modeling, pricing proposals, and engagement structures for both new and existing clients;
— Provide scenario planning and benchmarking to inform pricing decisions. (All financial support is provided in a consultative capacity; Delivery Directors retain final ownership of proposal content and pricing decisions); — Conduct profitability analysis for both new and expanding engagements. 3. Pre-Sale Support — Maintain rate cards and ensure accuracy; — Contribute to financial modeling and analysis during the pre-sales process. 4. Budgeting & Forecasting — Lead and coordinate annual budgeting process in partnership with Delivery teams; — Monitor budget adherence and forecast performance against key delivery metrics; — Collaborate with the Resource Manager and VP of Delivery to optimize Bench cost; — Support rolling forecasts and scenario analysis to guide proactive financial decision-making; — Provide and analyze monthly deviation reports. 5. Cost Control & Administrative Support — Track and report on regular administrative and delivery-related operating budgets; — Identify opportunities for cost optimization and operational efficiency. 6. Operational Collaboration — Act as a trusted advisor to Delivery leaders, translating business needs into financial models and planning frameworks; — Promote financial literacy among non-financial stakeholders; — Represent the Finance team within Delivery operations, ensuring alignment between strategic goals and financial outcomes.
Qualifications — Master’s degree in Finance, Accounting, Business, or related field; — 3+ years of experience in FP&A in IT services outsourcing industries; — Experience collaborating with Delivery, Operations, and Business Unit leaders; — Advanced Excel knowledge and strong financial modeling skills; — Experience with PSA or ERP systems is preferred; — Strong analytical and detail-oriented skills, with a pragmatic, collaborative working style; — Excellent communication and stakeholder management skills; — English — upper-intermediate or higher.
