Finance Executive, Finance & Administration

Position Summary

The Vista Consulting Group is looking for a Finance Executive to consult with finance and accounting leaders, Chief Financial Officers, and CEOs at Vista portfolio companies to drive results. This role sits within the Vista Consulting Group’s Finance & Administration practice and will include heavy collaboration across functional experts.

The Finance Executive is charged with driving value creation within the Vista portfolio by assisting portfolio company management with executing and maintaining Vista’s Best Practices.  This role is intended to bring subject matter expertise in the finance and accounting area to the various portfolio company finance teams. 

The ideal candidate will have prior experience leading an effective Financial organization in a B2B technology company, and may also have experience in Financial consulting.

 

Responsibilities

  • Strategic Alignment: Lead and contribute to the development of cross-functional executive priorities, budget planning, and the company financial plan.
  • Assist with on-boarding new portfolio acquisitions into the portfolio with the Vista value creation methodology.
  • Partnering with portfolio company management and the Vista Deal Team to identify transformation plan initiatives and stack ranking significant gaps that need to be prioritized to achieve value creation targets.
  • Providing the portfolio management team with Visa reporting requirements and expected timelines to ensure transparency in financial performance, as well as to facilitate open communication channels.
  • Provide finance and accounting expertise on an as-needed basis to the portfolio companies in areas such as business combinations, software capitalization, revenue recognition, acquisition accounting, cash forecasting, KPI reporting, etc.
  • Support networking opportunities between the portfolio companies to enhance best practice conversations.
  • Assist BOSS team with implementation of system conversion initiatives.
  • Drive and participate in internal value-added projects which will be assigned on an ad-hoc basis.
  • Direct and indirect reports may include staff through senior level consultants within the Vista Consulting Group.

Qualifications

  • 15+ years of progressive accounting and finance experience with significant exposure to software/SaaS/Data companies
  • Experienced CFO with deep expertise both as a practitioner and consultant at a world-class practice
  • BS/BA degree in Accounting or Finance related area
  • CPA, CMA, CIA, MBA or equivalent certification/advanced degree preferred
  • Advanced/Expert level of understanding in accounting and financial reporting requirements
  • Sophisticated communication skills, including strong presentation skills; an engaging speaker who can craft and present messages in a compelling, easy-to-understand manner
  • Ability to engage with and influence executives both internally and externally across the C-suite; demonstrated strength at advocating and helping execute strategy
  • An outstanding reputation as a client advisor and trusted counsel for leaders and executives
  • Ability to manage small to large team efforts, while being an individual contributor
  • Goal-oriented self-starter who works well in cross functional teams
  • Ability to travel a minimum of 60% of the time within the USA and internationally
  • Austin, TX or Chicago, IL locations preferred; will consider remote candidates

Company Overview

Vista Consulting Group (VCG) is the dedicated consulting partner of Vista Equity Partners (www.vistaequitypartners.com), a leading global technology investor with over $50 billion in cumulative capital commitments. Our team of subject matter experts and consultants partner with market-leading software and technology companies to achieve lasting results by investing in the people, knowledge, and connections that have been proven to strengthen their success. Our insights from hundreds of software investments over nearly two decades create a deep and differentiated understanding of how a software company thrives. We work alongside management teams to develop exceptional talent, capture and enhance the knowledge of our companies, and cultivate meaningful relationships across our executive network. VCG is integral to Vista’s investment philosophy and vision, offering management teams expertise, focus, and discipline to achieve their goals and advance their operational and growth strategies. Explore current and past Vista companies here: https://www.vistaequitypartners.com/companies/

 

Why Vista Consulting Group?

Vista’s family of companies collectively represent the fourth-largest enterprise software company in the world. We invest in our people, with a relentless focus on talent. At VCG, you will have the opportunity to work shoulder-to-shoulder with some of the world’s most thoughtful, curious, and talented software executives, including several CEOs named among 2019’s top 50 SaaS CEOs: https://www.thesoftwarereport.com/the-top-50-saas-ceos-of-2019/

 

Your role within VCG will strengthen your existing skills, grow and widen your capabilities, and offer you an unparalleled path for personal development and career growth. Do you aim to be the best in your field? Do you enjoy partnering with talented executives and collaborating on challenging business opportunities? Are you curious about how to make great businesses even better? Are you motivated by seeing others succeed? Join us.

 

What’s Different About Vista?

Vista invests in the long-term, sustainable success of our portfolio companies, with the industry’s largest dedicated consulting team. Today, Vista’s consulting practice has a dedicated staff of over 150 employees, whose sole focus is advancing and partnering with our companies to help leaders and teams within Vista businesses implement proven best practices, sharpen skills, broaden their networks, and continually innovate in their markets. Because Vista only invests in enterprise software, data, and tech-enabled companies, we are in a unique position to scale our approach across the portfolio and to accelerate the growth of both our investments and our people across our global ecosystem of innovation.

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Technology we use

  • Sales & Marketing
    • SalesforceCRM
    • MarketoLead Gen

Location

Located in the Frost Bank Tower, our office has spectacular views of Lady Bird Lake and the Texas Capitol.

An Insider's view of Vista Consulting Group

What are some social events your company does?

As our team is growing so quickly, our full team has quarterly outings in different cities to rekindle connections with one another and to relax. We have done TopGolf, Escape Room, Happy Hours just to name a few. It is critical that we continually build that comradery and Vista family bond.

Eric Webb

Executive Director, Technology Diligence

What's the biggest problem your team is solving?

The VCG Customer Success team is focused on partnering with our Portfolio companies to create customer-centric teams that are aligned with the executive priorities of their customers. This alignment creates value for their customers, more impactful work for customer-facing roles, and ultimately enables Vista’s continued growth.

Ryan Richards

Director, Customer Success

How has your career grown since starting at the company?

I’ve been with Vista for 15 months and recently transitioned into a new role serving as product manager of our QuickStart application and providing technical oversight on BOSS engagements. This role didn’t initially exist, but we recognized a need and with my technical background, it was perfect to dive headfirst into it.

Ijeoma Ikechi

Associate Director, Business Applications

What are Vista Consulting Group Perks + Benefits

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Team owned deliverables
Team based strategic planning
Open office floor plan
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Commuter Benefits
Company Outings
Stocked Kitchen
Happy Hours
Parking
Relocation Assistance
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Lunch and learns
Promote from within
Mentorship program
Paid industry certifications
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