Services Finance Lead

at  MHS

FORTNA partners with the world’s leading brands to transform omnichannel and parcel distribution operations. Known world-wide for enabling companies to keep pace with digital disruption and growth objectives, we design and deliver solutions, powered by intelligent software, to optimize fast, accurate and cost-effective order fulfillment and last mile delivery. Our people, innovative approach and proprietary algorithms and tools ensure optimal operations design and material and information flow. We deliver exceptional value every day to our customers with comprehensive services and products including network strategy, distribution center operational design and implementation, material handling automated equipment, robotics and a comprehensive suite of lifecycle services.
At FORTNA, we believe in fostering a workplace that isn’t just a job but a movement – a collective effort to redefine success and transform challenges into opportunities. “Join the Movement” encapsulates our commitment to a workplace culture that thrives on collaboration, celebrates diversity, and empowers every individual to contribute to something greater than themselves. Our Team. Our Passion. Our Approach.
Position Overview:
FORTNA is seeking a Services Finance Lead to oversee the financial planning, analysis, and strategic oversight of our services division. The ideal candidate will partner with the operational leadership teams to drive financial performance, ensure alignment with company-wide goals, and provide insights to optimize business outcomes. This role is essential in leading the financial direction of service operations, improving profitability, and maintaining financial discipline in a fast-paced, dynamic industrial environment.

Key Responsibilities:

• Financial Planning & Analysis (FP&A):
• Lead the annual budgeting, forecasting, and long-range planning processes for the services division.
• Develop and maintain financial models to forecast revenue, expenses, and cash flows for service projects.
• Analyze financial performance, track key performance indicators (KPIs), and present actionable insights to senior leadership.
• Identify opportunities for cost optimization and margin improvement across the services portfolio.
• Strategic Partnership:
• Collaborate with service operations, project management, and sales teams to understand project lifecycles, costs, and profitability drivers.
• Serve as a strategic financial advisor, supporting decision-making related to pricing, resource allocation, and investment in service initiatives.
• Drive cross-functional alignment between finance, operations, and business development to enhance overall service performance.
• Financial Reporting & Compliance:
• Prepare and present monthly, quarterly, and annual financial reports, including variance analysis and performance against budget/forecast.
• Ensure accurate revenue recognition and financial reporting in compliance with accounting standards and corporate policies.
• Lead the monthly and quarterly closing processes for the services division, working closely with the corporate finance team.
• Process Improvement:
• Implement and improve financial processes, systems, and controls to enhance the accuracy and efficiency of financial reporting and project tracking.
• Champion continuous improvement initiatives that streamline operations and improve financial outcomes within the services function.
• Risk Management:
• Identify financial risks within the services division and develop strategies to mitigate them.
• Work with legal and procurement teams to ensure that contract terms support financial objectives and mitigate risk.

Qualifications & Competencies

• Bachelor’s degree in Finance, Accounting, Business, or related field. MBA or advanced degree preferred.
• 7+ years of relevant financial leadership experience, preferably in industrial, engineering, or services-based companies.
• Strong knowledge of financial planning, analysis, and reporting, with a solid understanding of P&L management.
• Experience working in a project-based environment with an understanding of service-related revenue recognition (e.g., percentage-of-completion accounting).
• Proficiency in financial systems and ERP tools; advanced Excel skills required.
• Excellent communication, presentation, and interpersonal skills with the ability to influence and collaborate at all organizational levels.
• Demonstrated ability to lead financial strategy, manage change, and drive results in a fast-paced, matrixed organization.
• Global Perspective. Deep understanding of international financial operations, including currency exchange, international taxation, and regulatory compliance.
• Detail-oriented. High attention to detail and accuracy in financial reporting and analysis.
• Adaptability. Ability to thrive in a fast-paced, dynamic environment, managing multiple priorities and deadlines.

Join us and be part of a team that is driving innovation and excellence in the automation industry

• Financial Planning & Analysis (FP&A):
• Lead the annual budgeting, forecasting, and long-range planning processes for the services division.
• Develop and maintain financial models to forecast revenue, expenses, and cash flows for service projects.
• Analyze financial performance, track key performance indicators (KPIs), and present actionable insights to senior leadership.
• Identify opportunities for cost optimization and margin improvement across the services portfolio.
• Strategic Partnership:
• Collaborate with service operations, project management, and sales teams to understand project lifecycles, costs, and profitability drivers.
• Serve as a strategic financial advisor, supporting decision-making related to pricing, resource allocation, and investment in service initiatives.
• Drive cross-functional alignment between finance, operations, and business development to enhance overall service performance.
• Financial Reporting & Compliance:
• Prepare and present monthly, quarterly, and annual financial reports, including variance analysis and performance against budget/forecast.
• Ensure accurate revenue recognition and financial reporting in compliance with accounting standards and corporate policies.
• Lead the monthly and quarterly closing processes for the services division, working closely with the corporate finance team.
• Process Improvement:
• Implement and improve financial processes, systems, and controls to enhance the accuracy and efficiency of financial reporting and project tracking.
• Champion continuous improvement initiatives that streamline operations and improve financial outcomes within the services function.
• Risk Management:
• Identify financial risks within the services division and develop strategies to mitigate them.
• Work with legal and procurement teams to ensure that contract terms support financial objectives and mitigate risk