The Director of Finance will manage financial execution, reporting, and analysis across Pine's portfolio, ensuring clear communication and supports financial decisions.
Finance Leader
About Pine Services Group
Pine Services Group is a long-term holding company within Evergreen Services Group, focused on partnering with leading ERP and technology-enabled services businesses. We acquire and support strong companies, helping them grow while preserving the legacy, culture, and customer focus that made them successful. Our approach is intentionally decentralized. Operating companies within the Pine portfolio lead their businesses day to day, while Pine partners alongside them to provide financial clarity, strategic support, and a strong community of peers needed to drive long-term, sustainable growth.
We are building a disciplined, forward-looking finance engine at the Pine level and are hiring a Director of Finance to play a central role in that effort.
The Role
The Finance Leader owns Pine’s financial execution, reporting cadence, and insight generation across the portfolio. This role connects operating company performance to Pine leadership through clear analysis, strong relationships, and accountability to plan while ensuring financial continuity from acquisition onboarding into steady-state operations.
This is a high-impact, high-ownership role for a finance leader who wants real responsibility, visibility, and trajectory within a growing platform.
What You’ll Do
Portfolio Financial Execution
Own Pine’s monthly financial cadence, including consolidation, reporting, and executive reviews
Ensure accurate, timely, and consistent financial reporting across Pine and operating companies
Partner with operating company finance leaders to drive clarity and accountability to plan
Insight & Decision Support
Deliver clear, actionable financial analysis highlighting trends, risks, and opportunities
Translate results into implications and recommendations for Pine leadership
Support executive decision-making with concise, well-structured financial narratives
Planning & Forecasting
Lead Pine’s annual budgeting and forecasting processes across the portfolio
Consolidate and communicate plans, forecasts, and key assumptions
Provide scenario analysis tied to business drivers as needed
Data & Reporting Enablement
Advance Pine-level financial and operational reporting capabilities
Improve automation, consistency, and usability of dashboards and reporting
Leverage Excel and business intelligence tools to increase visibility into performance drivers
Value Creation & Integration
Identify and support margin and performance improvement opportunities across the portfolio
Embed accountability into planning and performance discussions
Support financial onboarding and integration of newly acquired operating companies
Acquisition Integration
Support the financial onboarding of newly acquired operating companies
Develop initial budgets and forecasts for new acquisitions
Ensure smooth integration into Pine’s ongoing financial cadence and reporting expectations
What You’ll Bring:
6–15 years of progressive experience in finance, FP&A, accounting, or a blended role
Experience supporting multiple business units, portfolios, or operating companies
Exposure to multiple revenue models (software, services, commissions, etc.)
Strong foundation in financial statements, forecasting, and variance analysis
Advanced Excel skills;experience with PowerBI or similar BI tools strongly preferred
Blended accounting and finance background a plus
Analytical horsepower and fluency in financial drivers
Forward-looking business judgment focused on outcomes and impact
Strong ownership and accountability mindset
Clear, confident executive communication
Why Join Pine
This role offers real ownership and a close partnership with senior leadership, with the chance to shape how a growing portfolio of businesses performs. You’ll work with an experienced, thoughtful team of operators and finance leaders who genuinely enjoy collaborating and solving hard problems together. It’s a place to do meaningful work with good people while building something that lasts. If this sounds like you, we’d love to chat!
Top Skills
Business Intelligence Tools
Excel
Power BI
Pine Services Group San Francisco, California, USA Office
San Francisco, CA, United States
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