Siegfried Advisory Finance Business Partner

Job Description

Position Summary

The Siegfried Advisory ("SA") Finance Business Partner serves as the primary finance & accounting liaison between Siegfried Advisory business leaders, the Siegfried Advisory Leadership Team ("SALT"), and the centralized TSG Finance & Accounting organization. This role reports directly to The Siegfried Group ("TSG") VP, Chief Accounting Officer and is responsible for ensuring that Siegfried Advisory receives high-quality, coordinated, and insight-driven finance and accounting support across key functional areas.

This is a TSG role supporting SA, designed to leverage TSG's centralized finance and accounting capabilities while serving as the primary finance and accounting partner to the SA business.

The Finance Business Partner will act as a trusted advisor to SA leadership, translating business objectives into financial insight, facilitating prioritization across finance disciplines, and ensuring alignment between SA needs and TSG finance capabilities. This role is critical to supporting the evolution of the SA operating model while maintaining appropriate governance, consistency, and scalability across the firm.

Essential Functions &

Key Responsibilities

Business Partnership & Advisory

• Serve as the primary finance point of contact for Siegfried Advisory business leaders and the SALT, building deep relationships and a strong understanding of SA's strategy, operating model, and financial priorities.
• Provide proactive financial insight, analytical support, and decision-making guidance to SA leadership.
• Act as a thought partner to SA leaders on financial implications of growth initiatives, investments, and operational changes.
• Provide timely and accurate insight to SA leaders on financial performance through clear and actionable financial reporting

Finance Coordination & Integration

• Coordinate and integrate finance support provided by the TSG Finance & Accounting team across the following areas:
  Revenue, Billing & A/R;
  Payroll, Treasury & A/P;
  General Ledger, Accounting Close & Financial Reporting (Controllership);
  Financial Planning & Analysis (FP&A)
• Ensure clear ownership, prioritization, and communication across finance functions supporting SA with appropriate alignment to TSG finance standards and responsibilities.
• Translate SA business needs into clear finance requirements and work with functional leads to drive execution.

Planning, Forecasting & Performance Management

• Partner with FP&A to support SA budgeting, forecasting, and long-range planning processes.
• Support development and review of financial performance metrics, dashboards, and reporting for SA leadership.
• Help SA leaders understand financial results, key drivers, trends, and risks.

Governance, Controls & Process Enablement

• Support adherence to firm-wide financial policies, controls, and governance while balancing SA-specific needs.
• Identify opportunities to improve finance processes, reporting clarity, and cross-functional efficiency.
• Ensure finance initiatives related to SA are aligned with broader TSG finance priorities and standards.

Stakeholder Management & Communication

• Act as a connector between SA leadership and TSG finance leadership, ensuring transparency, alignment, and timely issue resolution.
• Facilitate regular finance touchpoints with SA leadership as appropriate.
• Prepare and review finance-related materials for SA leadership forums and decision-making discussions.
• Review and update process documentation in the spirit of continuous improvement
• Special Projects as required

Supervisory Responsibility

This position has no direct supervisory responsibility.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• 6+ years of progressive experience in finance, accounting, FP&A, or a related discipline
• Demonstrated experience partnering with business leaders or senior stakeholders in a finance advisory or business partner-type role
• Solid understanding of core finance disciplines, including financial reporting, planning, analysis, and accounting operations
• Proven ability to translate financial information into clear, actionable insight for non-finance audiences
• Strong communication and…