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 relationship‑management skills, with the ability to collaborate across functions and influence without direct authority

• Highly collaborative, with the ability to influence across functional teams without direct authority

• Organized, proactive, and comfortable operating in an evolving environment

• Exercise professional judgment in balancing stakeholder needs and priorities while advising SA leadership through periods of growth and change

• High degree of professionalism, judgment, and discretion when working with senior leadership

• Team player with a strong desire to be an active, long-term participant in the overall growth of the Firm

• Entrepreneurial spirit and commitment to the Firm’s vision

• Strong intangibles aligning with Siegfried's High Performance Model®

• Strong values aligned with our Culture (Fairness, Honesty, Trustworthy, Respectful, Flexible, Strong Work Ethic)

• Ability and willingness to work in a Siegfried office (Wilmington, DE or Philadelphia, PA preferred) as required for an average of four days per week in accordance with Siegfried's then-current policy. (This requirement is subject to change at the discretion of management)

• Flexibility to support time-sensitive initiatives, including occasional evening or weekend work, in alignment with the needs of SA leadership and firm priorities

• Willingness to travel periodically (~10%) to other firm offices, SALT meetings, and key firm events

Desired Qualifications

• CPA, MBA, or other advanced degree or certification

• Prior experience operating within a centralized or shared‑services finance model

• Background spanning multiple finance & accounting functions (e.g., FP&A, Controllership, accounting operations)

• Experience supporting growth‑oriented or evolving business models

• Exposure to executive‑level forums, leadership teams, or board‑adjacent discussions

• Demonstrated interest in process improvement, operating model design, or finance transformation

• Workday or similar systems experience

• Strong proficiency in Excel and comfort working with financial reporting, dashboarding, and analytics tools (e.g., Power BI or similar).

• Curiosity and capability to leverage AI and automation to improve financial insight, efficiency, and scalability.

FLSA/At-Will Employment

• This position is an exempt position under FLSA.

• This position is and will remain at-will in nature.

Company Overview

Siegfried is a unique career choice, and we invest deeply in our people and believe in their potential. We have an exclusive group of talented professionals who are all ambitiously committed to continuous growth, personally and professionally. Our client-facing Professionals are helping the best people at the best companies with their most important work and transforming themselves along the way. And our Operations team is thoughtfully working on the business and helping grow our Firm with purpose. The investment and expectations of a career at Siegfried are high, because the reward of what we offer is high. We value and acknowledge the hard work of our employees in many ways, including competitive base salaries, energizing incentive compensation plans, career enhancement opportunities, and our hallmark MY Journey® program. Additionally, we offer a comprehensive benefits package that encompasses a wide range of offerings, including robust healthcare coverage, dental and vision plans, generous paid vacation and sick time allowances, paid holidays, a 401k plan with employer match to support your financial goals, a profit-sharing program that allows you to share in the success of our organization, and unique allowances that nurture your physical, emotional, and spiritual well-being.