Full-Time

Finance and Operations Client Director

Posted on 9/16/2025

Spaulding Ridge

Spaulding Ridge

201-500 employees

Global CFO and CRO transformation partner

No salary listed

Houston, TX, USA + 4 more

More locations: Chicago, IL, USA | New York, NY, USA | Minneapolis, MN, USA | Denver, CO, USA

In Person

Category
Consulting (1)
Required Skills
Financial analysis
Data Analysis
Financial Modeling
Requirements
  • Minimum of 8 years of prior work experience, ideally in financial management consulting and/or corporate finance role
  • Excellent written and oral communication skills; ability to define, influence, and drive change at executive levels and across the broader community of stakeholders
  • Demonstrated experience in translating customer business needs into dynamic solutions provide best in class value for our clients
  • Experience in change management and business process mapping in support or in conjunction with a major software implementation is a plus
  • Expertise in financial modeling and analysis
  • Bachelor’s degree in Finance, Accounting, Management Information Systems, or Business preferred or relevant professional experience
Responsibilities
  • Lead client engagements, serving as project lead and functional expert for our clients
  • Use functional expertise to advise on client business processes including financial close, transactional reporting, integrated financial statements, FP&A, capital & people planning, forecasting & budgeting, strategic planning, financial reporting and Analytics, tax & treasury, and other similar processes
  • Build and coach our F&O team with a focus on client success. This will include working with a diverse team of consultants and architects
  • Bring best practices to the table for project implementations
  • Lead the team to deliver holistic client solutions
  • Support Business Development activities for F&O including building proposals for clients, delivering client presentations, and working with channel partners and Spaulding Ridge Business Developers
  • Support client demos and proof-of-concept projects for clients evaluating various technologies
  • Lead project teams supporting multiple workstreams consisting of client-side personnel and Spaulding Ridge consultants while adhering to Spaulding Ridge’s delivery methodology and project standards
  • Approach problems creatively and apply technology to solve business challenges
  • Contribute to practice development through thought leadership, training development, internal intellectual property development, and management of internal practice processes
  • Work with company leadership to recruit and mentor new talent, seek new opportunities, and cultivate strong relationships with clients and alliances
  • Travel varies significantly, however someone taking on this position should be prepared to travel up to 50% of the time

Spaulding Ridge helps Fortune 500 companies transform finance, revenue, and operations by aligning data and processes. It targets the CFO and CRO offices to turn data into clearer insights, better collaboration, and smarter decisions. The company harmonizes cloud technology to deliver three outcomes: financial and operational strength, revenue excellence through better customer service and profitability, and organizational effectiveness via managed services, change management, integrations, and data tools. Its goal is to help clients see further and achieve sustained performance, guided by a belief that business can be a force for good.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • Recognized as Snowflake's 2025 Americas Data Cloud Services Growth Partner.
  • Named noteworthy performer in Snowflake Partner Ecosystem Study June 2025.
  • AI energy solutions with Snowflake target energy sector predictive maintenance.

What critics are saying

  • SOLISTIC integration fails, causing service disruptions and talent exodus within 6-12 months.
  • Snowflake outages cripple Openflow client projects in 12-18 months.
  • Salesforce native AI obsoletes SOLISTIC expertise in 18-24 months.

What makes Spaulding Ridge unique

  • Partners with Snowflake to launch Openflow at Snowflake Summit 2025.
  • Acquired SOLISTIC Decision Sciences in September 2023 for Salesforce Data Cloud expertise.
  • Developed FlowAgent Studio for multi-agent AI orchestration in Snowflake Openflow.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Flexible Work Hours

Unlimited Paid Time Off

Paid Vacation

Paid Holidays

Parental Leave

Professional Development Budget

Wellness Program

Company News

Spaulding Ridge
Jun 3rd, 2025
Spaulding Ridge Partners with Snowflake to Launch Snowflake Openflow

Spaulding Ridge partners with Snowflake to launch Snowflake Openflow.

Spaulding Ridge
Sep 16th, 2024
Spaulding Ridge Ranks on Crain's Chicago Business 2024 Best Places to Work

Chicago, IL | September 13, 2024 - Spaulding Ridge, a leading global cloud advisory and implementation firm, has been recognized by Crain's Chicago Business as a 2024 Best Place to Work in Chicago.

Spaulding Ridge
Aug 15th, 2024
Spaulding Ridge Ranks on Inc. 5000 Fastest Growing Companies List for the Third Year in a Row

Spaulding Ridge ranks on Inc. 5000 fastest growing companies list for the third year in a row.

PR Newswire
Sep 5th, 2023
Spaulding Ridge Completes Acquisition Of Solistic Decision Sciences, Expanding Global Salesforce And Data Analytics Practice

CHICAGO, Sept. 5, 2023 /PRNewswire/ -- Spaulding Ridge, a global cloud advisory and implementation firm, announced today it has acquired SOLISTIC Decision Sciences, a leading marketing analytics and data cloud company located in the United States and India.Founded in 2017, SOLISTIC delivers technical expertise and intelligence in implementing Salesforce Marketing Cloud, Data Cloud, and other Salesforce technologies. The acquisition of SOLISTIC is part of Spaulding Ridge's global vision to help clients drive customer and employee insights and actions through effective use of data. Spaulding Ridge will embrace SOLISTIC's relationships with Salesforce, its clients, and its knowledge of Data Cloud and Marketing Cloud to continue to expand on Spaulding Ridge's data capabilities.Spaulding Ridge's acquisition will embrace SOLISTIC's knowledge of Data Cloud & Marketing Cloud. Tweet this"We're excited for what the future holds," said Kyle Boston, Managing Partner at Spaulding Ridge. "With this acquisition, we intend to lead from the front on leveraging the power of top-of-the-funnel marketing intelligence to fuel the foundation of Salesforce Data Cloud and Marketing Cloud for our clients and the market as a whole.""We are so incredibly proud to be announcing the news that SOLISTIC is officially joining Spaulding Ridge," said Ryan DeShazer, Founder and CEO of SOLISTIC

Yahoo Finance
Sep 5th, 2023
Spaulding Ridge Completes Acquisition of SOLISTIC Decision Sciences, Expanding Global Salesforce and Data Analytics Practice

Spaulding Ridge completes acquisition of SOLISTIC Decision Sciences, expanding global Salesforce and Data analytics practice.

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