Qureos Mentor

StevenDouglas

<div>
 
 StevenDouglas has been retained by a highly profitable, fast-growing financial services organization headquartered in Miami's Brickell financial district. Backed by a nationally recognized parent company with significant institutional resources, the business combines the autonomy and pace of an entrepreneurial firm with the stability and infrastructure of a large, established organization.
 
 
 
 
 
 We have been retained on a confidential basis to identify a Vice President of Finance &mdash; a newly created role that will serve as the senior-most finance leader for the business and the right hand to the CEO.
 
 
 
 
 
 
 
 Why This Role Is Different
 
 
 
 
 This is a rare opportunity to build a finance function from the ground up at a company that is already profitable and scaling quickly. Most finance leaders inherit systems, processes, and teams. This person will create them.
 
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 You will own the entire finance and accounting function.
 
 Today, month-end close and core accounting are handled by an external firm. You will bring those functions in-house, establish standardized processes, and build the infrastructure to support the company's next phase of growth.
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 You will select and implement a new ERP system.
 
 The business currently runs on manual, spreadsheet-driven processes. You will lead the evaluation, selection, and deployment of a modern accounting platform
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 You will build FP&amp;A from scratch.
 
 Budgeting, forecasting, variance analysis, and management reporting are all yours to design. You will define what good looks like here.
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 You will partner directly with the CEO.
 
 This is a genuine seat at the table. You will be the financial voice in strategic decisions, providing the analytical rigor and discipline that supports confident, informed growth.
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 The scope is CFO-level.
 
 Full P&amp;L ownership, systems strategy, team building, and board-level reporting &mdash; the breadth of a CFO role at a much larger organization, with the hands-on involvement of a growing company.
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 What You'll Be Doing
 
 
 
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 Serving as the senior finance leader for the business, reporting directly to the CEO with a dotted-line relationship to the parent company's Division CFO
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 Transitioning all accounting and finance operations in-house from an outsourced provider
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 Owning the month-end close, financial reporting, and internal controls
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 Leading the selection and implementation of a new ERP platform
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 Building and owning budgeting, forecasting, and variance analysis processes
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 Managing and developing a team of financial analysts, and driving Power BI dashboard and reporting infrastructure
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 Partnering with revenue-generating teams on pricing analysis, product economics, and profitability modeling
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 Providing analytical rigor and disciplined financial perspective to executive decision-making
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 Scaling the finance organization as the company grows
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 What We're Looking For
 
 
 
 
 
 Required:
 
 
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 Bachelor's Degree in Accounting, Finance or related field; CPA strongly preferred
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 10+ years of progressive finance and accounting experience with industry experience in financial services, insurance, or investment banking finance
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 Strong technical accounting foundation &mdash; you understand financial statements, month-end close, and how transactions flow through the balance sheet
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 Progressive finance leadership experience with demonstrated ownership of accounting and FP&amp;A functions
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 Hands-on operator mindset; comfortable doing the work, not just managing people who do it
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 Confidence and executive presence &mdash; the ability to hold your own with sophisticated, intellectually demanding stakeholders and to respectfully challenge assumptions
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 Strong financial modeling, forecasting, and analytical capability
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 If interested, please apply directly to this posting or send your resume/information to bosterlund@stevendouglas.com!
 
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Vice President of Finance for High-Growth, Financial Services Firm!

<div>
 
 
 Technical Project Coordinator
 
 
 
 Onsite &mdash; Downtown Houston, TX |
 
 
 
 POSITION SUMMARY
 
 
 
 The coordinator is the engine that keeps the program's day-to-day moving. A large part of the role is organizing and actively participating in client meetings and chasing the customer for the input, validation, and sign-off the program depends on. The Program Manager owns the overall schedule; this role supports it by maintaining the detailed task tracking and technical dependency map beneath it. Because engineers and task owners will be self-reporting status, the coordinator needs a strong enough technical orientation to understand what a deliverable actually requires &mdash; so that padded estimates, glossed-over dependencies, and sandbagged timelines don't go unchallenged. The role reports into Cavalry's delivery leadership and works closely with the Program Manager, SDM, and technical specialists.
 
 KEY RESPONSIBILITIES
 
 
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 Client Meeting Facilitation &amp; Customer Follow-Through
 
 Organize, schedule, and actively participate in client meetings &mdash; scrums, working sessions, sprint retrospectives, monthly updates, and executive syncs.
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 Capture decisions and action items, then relentlessly chase them to closure across both client and delivery teams. This is a large part of the role.
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 Drive input, validation, and sign-off out of the customer &mdash; politely but persistently following up with stakeholders who are slow or unresponsive until the program gets what it needs.
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 Manage the flow of information between client network/security/PMO teams and Cavalry delivery, keeping everyone working from the same facts.
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 Detailed Task &amp; Technical Dependency Tracking
 
 Support the Program Manager &mdash; who owns the overall schedule &mdash; by maintaining the detailed task tracking beneath it and keeping it accurate and current.
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 Own the technical dependency map: understand what must be completed before what, and surface dependencies that task owners have overlooked or glossed over.
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 Reconcile competing views of the same work (e.g., client EPM vs. delivery-team Planner) and resolve discrepancies rather than just reporting both.
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 Track task-level progress against commitments and flag slips early, before they roll up into schedule impact.
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 Technical Orientation &mdash; Holding Task Owners Accountable
 
 Bring enough technical depth to follow the program's workstreams &mdash; SD-WAN, connectivity, ITSM, monitoring, firewall, and automation &mdash; and to understand what completing a given deliverable actually requires.
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 Constructively challenge engineering estimates and status: recognize when a task is being padded, a dependency downplayed, or a timeline sandbagged, and press for the real picture.
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 Ask informed follow-up questions so that vague or evasive status can't stand, and validate with the right SME before it reaches an executive.
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 Status Reporting &amp; Executive Communications
 
 Produce clear, accurate, executive-grade status reports and contribute to executive briefing decks.
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 Coordinate recurring reporting cadences (e.g., monitoring reports from SolarWinds/ThousandEyes) and ensure they land on time and on message.
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 Turn technical detail into concise, executive-ready narratives without losing accuracy.
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 Governance, Change &amp; Artifact Management
 
 Run the artifact review and approval workflow end to end: submission packages, SLA tracking, sign-off gates, and DocuSign coordination.
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 Coordinate change submissions (CRQ/CAB) and ensure the right requests are raised in the right form.
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 Maintain document control and version discipline (SharePoint), so the team and client always work from the current artifact.
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 REQUIRED QUALIFICATIONS
 
 
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 5+ years in project coordination, project management, or PMO roles supporting technical or infrastructure programs.
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 Demonstrated success in a consulting, professional services, MSP, or IT service provider setting &mdash; working billable and client-facing, accountable to external stakeholders. This is a firm requirement, not a nice-to-have: strong coordinators whose experience is exclusively internal/in-house are not a fit for an embedded, client-facing consulting role.
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 Strong command of coordination tooling: MS Project and/or Planner, Excel, PowerPoint, SharePoint, and ServiceNow (or a comparable ITSM platform).
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 A self-starter comfortable organizing and running client meetings and persistently, diplomatically chasing stakeholders for input, validation, and sign-off &mdash; someone who follows up until things close rather than waiting for responses.
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 Strong technical orientation &mdash; enough depth in networking/infrastructure to understand what a deliverable actually requires and to constructively challenge engineering estimates and status. Full engineering skills are not required, but a coordinator who takes technical status at face value is not a fit.
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 Proven ability to produce executive-grade status reporting and communicate with senior stakeholders.
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 Experience operating within formal governance/approval and change-control processes.
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 Must be able to work onsite in downtown Houston on a full-time basis.
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 PREFERRED QUALIFICATIONS
 
 
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 Coordination experience on network, infrastructure, or cybersecurity programs; familiarity with SD-WAN, network monitoring (SolarWinds/ThousandEyes), and ITSM concepts.
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 Experience in energy, utilities, midstream, or other critical-infrastructure sectors; awareness of NERC CIP and related regulatory drivers.
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 Certifications: PMP, CAPM, CSM / PMI-ACP, or ITIL.
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 Comfort with Agile/sprint delivery and tools such as Planner, Jira, or Azure DevOps.
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</div>

Information Technology Project Coordinator

<div>
 
 StevenDouglas, a top 20 boutique executive search firm, is assisting a global PE owned SaaS company in their search for a Strategic Financial Analyst. This role will sit in Northern Virginia and have a 2 day in office hybrid work schedule with no remote, sponsorship or relocation options available.
 
 
 
 
 
 Reporting to the VP of Finance, the Strategic Financial Analyst will own the company's strategy around investments into the AI space. In this high visibility role, the Analyst will be responsible for creating complex models and building business cases around strategic investment opportunities and presenting findings to executive leadership team.
 
 
 
 
 
 
 Qualifications:
 
 
 
 
 
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 MBA or Master's Degree Highly Preferred
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 5-10 years in FP&amp;A or Strategic Finance with advanced experience in building Financial Models from Scratch
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 Expert proficiency in Excel and BI tools, understanding of current trends around AI usage
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 Experience within SaaS or technology organization
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 Project Management and/or Transformation experience
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Senior Financial Analyst

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 FP&amp;A Analyst | The Woodlands, TX
 
 
 
 ** MUST RESIDE IN HOUSTON **
 
 
 
 
 
 We're placing a Financial Planning &amp; Analysis Analyst with a well-established company headquartered in The Woodlands. This role is a fit for someone who's already figured out how to use AI tools to work smarter &mdash; and wants to bring that into a high-visibility corporate finance function with direct exposure to senior leadership.
 
 
 
 
 
 
 What you'll be doing:
 
 
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 Supporting the annual budgeting and quarterly forecasting processes
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 Building and maintaining financial models to track performance against plan
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 Preparing variance analysis and management reporting packages for business unit and executive review
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 Leveraging AI tools to automate recurring reporting, surface insights faster, and improve the quality of financial outputs
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 Partnering cross-functionally with accounting, operations, and business leaders to gather inputs and explain results
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 Assisting with ad hoc financial analysis and special projects as priorities evolve
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 What we're looking for:
 
 
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 Bachelor's degree in Finance, Accounting, or a related field
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 1 to 3 years of experience in FP&amp;A, corporate finance, or a related analytical role
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 Hands-on experience using AI tools (ChatGPT, Copilot, or similar) to improve financial workflows, automate analysis, or enhance reporting &mdash; this is a real differentiator for this role
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 Strong Excel skills and comfort working with large data sets; exposure to planning tools (Adaptive, Anaplan, Hyperion) is a plus
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 Clear communicator who can translate numbers into a story for non-finance audiences
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 Detail-oriented, self-motivated, and comfortable managing competing deadlines
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Junior Financial Analyst

Join StevenDouglas and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

StevenDouglas

About Company

Vice President of Finance for High-Growth, Financial Services Firm!

Information Technology Project Coordinator

Senior Financial Analyst

Junior Financial Analyst