Strategic Finance Lead

Position Title: Strategic Finance Lead

About BearCom

BearCom is the largest distributor of wireless voice, data, and video solutions in North America, with more than 40 years of industry leadership, partnerships with leading manufacturers including Motorola, JVC Kenwood, and Avigilon, and a network of 75+ branches across North America.

BearCom delivers communication and technology solutions that help organizations operate safely, efficiently, and effectively. With broad product depth, strong supplier relationships, and a service-driven culture, BearCom offers customers scalable solutions and provides employees the platform to build meaningful, high-impact careers.

Position Summary

BearCom is entering its next phase of value creation and, as a result, the company is investing in its finance infrastructure and seeking a high-caliber, analytically minded leader to join the corporate FP&A function in a newly created highly strategic role.

This position sits at the centre of the investment thesis – partnering directly with the private equity sponsor, CFO, and executive team to build long-range models, deliver investor-grade insights, and help shape the financial narrative presented to lenders and the Board. The hire will centralize and professionalize core financial analysis, reducing reliance on sponsor bandwidth while elevating the sophistication of decision-making across the enterprise.

This is a mandate that extends well beyond traditional planning and reporting. It is ideally suited to an intellectually curious finance athlete looking to transition from advisory or investing into a true operating environment where their work will directly influence strategy and enterprise value.

The Role

The Strategic Finance Lead will serve as a senior analytical finance resource responsible for owning the company's forward-looking financial framework and supporting critical strategic initiatives. This individual will operate as a key thought partner to leadership, translating operational strategy into financial outcomes and ensuring the business maintains sponsor-grade rigor across planning, reporting, and analysis.

Key Responsibilities

•            Own and maintain the integrated operating and financial model, including budget, forecast, and long-range planning.

•            Ensure accuracy and consistency across key metrics such as operating drivers, EBITDA, cash flow, leverage, and covenant performance.

•            Establish a single source of truth for forward-looking financial analysis.

•            Lead preparation of monthly and quarterly lender and investor reporting packages.

•            Support covenant calculations, liquidity forecasting, variance analysis, and ad-hoc financing requests.

•            Partner with the CFO to develop board-level materials highlighting performance, outlook, and key risks/opportunities.

•            Provide analytical leadership across major operational initiatives, including pricing strategy, cost optimization, growth investments, restructuring, and integration efforts.

•            Evaluate ROI, downside/upside scenarios, and execution trade-offs for senior leadership and the Board.

•            Collaborate with functional leaders to translate business initiatives into measurable financial outcomes.

•            Act as a day-to-day analytical interface with the private equity sponsor.

•            Support M&A, divestitures, financings, refinancings, and other strategic transactions.

•            Assist in preparing diligence materials, transaction models, and data rooms.

•            Build and enhance data infrastructure to support strategic finance decision-making, including ownership of key datasets, data integrity, and automation of reporting workflows.

•            Develop and maintain dashboards (e.g., Power BI) to deliver real-time visibility on KPIs, performance trends, and operational drivers across the business.

•            Partner cross-functionally to translate raw data into actionable insights, supporting pricing, unit economics, and operational efficiency initiatives.

Required Qualifications

•            3–5+ years of experience within investment banking, private equity, or a similarly rigorous analytical environment.

•            Exceptional financial modelling, analytical, and presentation capabilities.

•            Strong commercial instincts with the ability to connect operational performance to financial outcomes.

•            Comfortable operating independently within a high-expectation, PE-backed environment.

•            Motivated by ownership, visibility, and the opportunity to influence enterprise value creation.

•            Hands-on experience with data analytics tools and environments (e.g., SQL, Power BI, or similar), with the ability to extract, manipulate, and visualize data to support finance and commercial decision-making.

Preferred Qualifications

•            Prior experience working with private equity sponsors or in PE-backed portfolio companies.

•            Experience supporting M&A, financings, refinancings, or other strategic transactions.

•            Familiarity with lender reporting, covenant compliance, and investor communications.

•            Demonstrated experience building integrated operating and financial models from the ground up.

•            Exposure to building or scaling reporting infrastructure, dashboards, and automated reporting workflows.

•            Background bridging finance, strategy, and operations within a high-growth or transformation environment.

Ideal Candidate Profile

The ideal candidate is an intellectually curious, analytically rigorous finance professional who thrives in a high-expectation environment. This person brings a sponsor-grade mindset, strong commercial instincts, and the ability to translate financial complexity into clear, actionable insights for executive and Board audiences.

This role is best suited for someone who is:

•            Highly analytical, detail-oriented, and disciplined with data integrity.

•            Comfortable navigating ambiguity and operating with a high degree of autonomy.

•            A strong communicator who can distill complex analyses into executive-ready narratives.

•            Energized by the opportunity to influence strategy, capital allocation, and enterprise value creation.

•            Curious, intellectually agile, and motivated by ownership rather than mere execution.

•            A natural builder who enjoys creating frameworks, models, and infrastructure from the ground up.

Compensation and Growth Opportunity

•            Competitive base salary commensurate with experience.

•            Performance-based bonus aligned with enterprise and individual outcomes.

•            Direct exposure to the CFO, executive leadership team, and the private equity sponsor.

•            Visibility into board-level strategic decisions and value creation initiatives.

•            Career advancement opportunities across corporate finance, strategy, and operating leadership tracks.

•            High-impact role offering accelerated professional growth in a PE-backed environment.

Physical Requirements

•            Prolonged periods of sitting at a desk and working on a computer.

•            Ability to lift up to 15 pounds on occasion (files, equipment, or supplies).

•            This is a hybrid role based in Garland, TX, requiring three days per week in the office and the remaining time working from home, with occasional additional onsite presence during critical payroll or audit periods as needed.

Benefits

BearCom is committed to supporting the professional growth and well-being of its employees. Team members may be eligible for:

•            Highly competitive compensation.

•            Medical, dental, and vision coverage.

•            Company-paid life insurance.

•            Short-term and long-term disability coverage.

•            Paid holidays.

•            Generous paid time off.

•            401(k) plan with company match.

•            Employee referral bonus.

•            Tuition reimbursement.

•            Ongoing training and professional development support.

Hiring Requirements

Employment with BearCom is contingent upon successful completion of all pre-employment requirements, which may include background checks, drug screening, and a motor vehicle record check, where applicable.

Equal Opportunity Statement

BearCom is proud to be an equal opportunity employer and is committed to creating a workplace free from discrimination and harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable law.