Senior Vice President, Finance at Everstory Partners

Altamonte Springs, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Aug, 26

Salary

275000.0

Posted On

13 May, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning and Analysis, Acquisition Underwriting, Capital Allocation, Financial Modeling, Budgeting and Forecasting, Due Diligence, Asset Management, Executive Reporting, Cash Flow Planning, Strategic Planning, KPI Dashboard Management, Investment Analytics, Liquidity Management, Team Leadership, Scenario Analysis, Variance Analysis

Industry

Individual and Family Services

Description

Description Why Everstory At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed. The Impact You Will Make The Senior Vice President, Finance (SVP) is a key executive leader responsible for enterprise financial strategy, financial planning and analysis (FP&A), and acquisition underwriting support. This role oversees the full financial lifecycle of Everstory’s assets- from acquisition and integration through operations, capital investment, and long-term performance optimization. Serving as a critical partner to the CFO, CIO, executive leadership team, and Board, the SVP, Finance leads the FP&A function, ensures disciplined capital allocation, strengthens institutional reporting, and provides forward-looking insights that drive value creation across the portfolio. The role operates at the intersection of operational finance, investment analytics, and strategic decision-making within a complex, multi-site operating environment. Responsibilities: Lead enterprise-wide budgeting, forecasting, cash flow planning, and long-range financial planning processes across operations, G&A, and field locations. Own and maintain integrated financial models linking operating performance, capital expenditures, acquisitions, and liquidity planning. Deliver executive level financial reporting, scenario analysis, and variance analysis to senior leadership and the Board. Establish and manage KPI dashboards that measure operating performance, capital efficiency, and asset level returns. Partner closely with field and operating leaders to align financial targets with execution across nearly 470 locations. Build scalable FP&A processes, governance standards, and analytical diligence appropriate for a private equity–backed platform. Partner with field leadership to analyze operational performance, inventory requirements, and location level business plans. Develop asset grading and benchmarking frameworks to rank performance and prioritize improvement initiatives. Lead financial evaluation of major capital expenditures, maintenance cycles, and renewal investments. Monitor market dynamics impacting the death care industry, including demand trends, competitive conditions, and geographic considerations. Lead financial underwriting and due diligence for acquisitions, dispositions, and strategic investments. Build and review acquisition and transaction models assessing return profiles, capital structures, operational synergies, and integration risks. Support investment committee materials, executive decision making, and Board presentations in partnership with the CIO. Translate deal level underwriting assumptions into enterprise forecasts and post acquisition performance tracking. Support post close performance measurement against underwriting and integration plans. Partner with the CFO on capital structure strategy, liquidity management, and financing readiness. Model the enterprise impact of acquisitions and capital investments on leverage, liquidity, and covenant metrics. Support lender, bondholder, investor, and private equity reporting requirements. Provide financial analysis and recommendations for major strategic initiatives and operational investments. Lead, develop, and mentor a high performing FP&A and asset management team. Elevate analytical capabilities, business partnership effectiveness, and executive communication across the finance organization. Build a scalable finance organization capable of supporting sustained acquisition, integration, and operational growth. Serve as a trusted advisor and collaborative partner to executive leaders and field operations. Core Competencies Customer Focus – dedicated to meeting the expectations and requirements of internal and external customers. Gets first-hand customer information and uses it for improvements in products and services. Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust and respect. Compassion – genuinely cares about people. Is concerned about their work and non-work problems. Is available and ready to help. Is sympathetic to the plight of others not as fortunate. Demonstrates real empathy with the joys and pain of others. Ethics and Values – adheres to an appropriate and effective set of core values and beliefs during both good and bad times. Acts in line with those values. Rewards the right values and disapproves of others. Practices what he/she preaches. Role Competencies Business Acumen – knows how businesses work. Knowledgeable in current and possible future policies, practices, trends, technology, and information affecting his/her business and organization. Knows the competition. Is aware of how strategies and tactics work in the marketplace. Building Effective Teams – blends people into teams when needed. Creates strong morale and spirit in his/her team. Shares wins and successes. Fosters open dialogue. Lets people finish and be responsible for their work. Defines success in terms of the whole team. Creates a feeling of belonging in the team. Priority Setting – spends his/her time and the time of others on what’s important. Quickly zeros in on the critical few and puts the trivial many aside. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks. Creates focus. Decision Quality – makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment. Solutions and suggestions are correct and accurate when judged over time. Sought out by others for advice and solutions. Strategic Agility – sees ahead clearly. Can anticipate future consequences and trends accurately. Has broad knowledge and perspective. Is future oriented. Can articulately paint credible pictures and visions of possibilities and likelihoods. Can create competitive and breakthrough strategies and plans. Political Savvy – can maneuver through complex political situations effectively and quietly. Is sensitive to how people and organization function. Anticipates where the land mines are and plans his/her approach accordingly. Views corporate politics as a necessary part of organizational life and works to adjust to that reality. Is a maze-bright person. Requirements Bachelor’s degree in Finance, Accounting, Business Administration, or related field; MBA or Master’s degree preferred. 7–12+ years of progressive experience in FP&A, corporate finance, asset management, investment banking, private equity, or asset intensive multi site operating platforms. Demonstrated experience in acquisition underwriting, transaction analysis, and capital allocation. Strong background in asset heavy or infrastructure oriented businesses and private equity portfolio environments. Proven ability to present to executive leadership, Boards, investment committees, lenders, and investors. Experience leading and developing teams with a track record of building scalable finance functions. Advanced financial modeling and analytical expertise spanning operations and transactions. Strategic, enterprise level thinker with hands on execution capability. Exceptional financial analysis, modeling, and judgment. Investment fluency and strong commercial acumen. Executive presence with clear, concise communication skills. Collaborative leadership style with strong cross functional influence. Ability to operate effectively in a fast paced, acquisitive, and evolving environment. Process oriented mindset with the ability to build structure and discipline at scale. Our Investment in You Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including: Medical, Dental, Vision, Life, AD&D and STD Insurance Tuition Reimbursement Anniversary Award for each year of service Career Advancement and Training - like our Aspiring Managers Program Everstory Cares - Employee Assistance Fund Legend Award Program Funeral and Cemetery Benefits Employee Referral Bonus 401k with Company Match Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law. The pay range for this role is based on a wide range of factors that are considered in making compensation decisions regardless of race, gender, age, religion, or any other protected characteristic. They include skill set, experience and training, licensure and certification, and other business and organizational needs. This range estimate has been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Compensation decisions are dependent on the circumstances of each hire.

Responsibilities

The SVP of Finance leads enterprise financial strategy, FP&A, and acquisition underwriting to drive value across a multi-site portfolio. This role oversees the full financial lifecycle of assets from acquisition and integration through long-term performance optimization.