CX Finance Director

THE ROLE

We’re hiring a Finance Director to own Finance for CX Global Technical Services and Service Logistics, the delivery engine behind our Evergreen subscription business. This is a high-ownership leadership role with meaningful exposure to E-staff and senior VP leaders. You will set the financial and analytical agenda for the domain, shape how senior leaders think about service delivery, and ensure Finance is influencing strategy — not just reporting results. You will partner closely with CX and Finance leadership on the core choices that define the service delivery model, including workforce strategy, service logistics economics, capacity and productivity, service levels, and the long-term investments and operating model needed to support Evergreen at scale. You will also lead and develop a small, high-impact team while building mechanisms, tools, and processes that scale beyond any one person.

A strong candidate will combine sharp business judgment, strong controllership instincts, and the ability to translate complex operational, financial, and service delivery issues into clear decisions, strategic trade-offs, and durable execution.

WHAT YOU'LL DO

• Own Finance for Global Technical Services and Service Logistics, with accountability for the financial performance, planning, and operating insight of the domain.
• Serve as a strategic business partner to senior CX, Finance, and E-staff leaders, bringing a point of view on service delivery strategy, investment trade-offs, operating model choices, and operational priorities — not just analysis.
• Lead the financial strategy behind service delivery, including workforce planning, service logistics economics, spares strategy, depot and repair network design, and broader cost-to-serve optimization.
• Build and run the financial review cadence for the business, including operational KPIs, financial performance, and leading indicators that help leaders see around corners.
• Translate large, messy datasets into a simple set of insights, risks, and recommendations that shape how senior stakeholders think about service delivery performance, investment, and risk.
• Own core planning processes for the domain, including month-end close support, forecasting, and AOP, with strong linkage across OpEx, CapEx, headcount, and business priorities.
• Strengthen controllership across the domain by improving data integrity, decision support, planning rigor, and the processes and controls that keep the business operating cleanly at scale.
• Identify structural problems and build durable solutions through automation, simplification, standardization, and better operating mechanisms — not one-off fixes.
• Lead cross-functional work across Accounting, Procurement, Product BUs, IT, HR, and shared services teams to resolve issues, improve planning quality, and drive decisions to closure.
• Develop financial models and scenario analyses that help leadership evaluate service delivery choices, quantify trade-offs across growth, margin, service levels, and risk, and make sound decisions in ambiguous situations.
• Hire, coach, and develop talent on the team, raising the quality bar and creating an environment where strong people grow faster and operate more independently.
• We are primarily an in-office environment and therefore, you will be expected to work from the Santa Clara, CA office in compliance with Everpure's policies, unless you are on PTO, or work travel, or other approved leave.

WHAT YOU BRING

• Significant experience in FP&A, GTM Finance, or business finance, with strong preference for supporting a Services, Support, Technical Services, or Logistics-related organization.
• Proven ability to influence senior leaders through clear thinking, strong business judgment, and high-quality analysis.
• Demonstrated success operating in ambiguous, fast-moving environments where the problem is not always well defined upfront.
• Strong financial modeling, scenario planning, and analytics skills, with a track record of turning analysis into decisions and outcomes.
• Experience building scalable reporting, dashboards, and automated processes that improve business visibility and reduce manual work.
• Strong cross-functional leadership skills, with the ability to align stakeholders across multiple teams and drive work forward without relying on formal authority alone.
• Sound controllership instincts, including attention to data integrity, risk identification, and process discipline.
• Excellent written and verbal communication skills, with the ability to simplify complex issues for senior audiences and tailor the message to the moment.
• Experience with tools such as Anaplan, SAP or NetSuite, Tableau, and Salesforce, or similar systems.
• A high bar for ownership, pace, and follow-through.

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