Director, Strategic Finance

We are HALO! We connect people and brands to create unforgettable, meaningful, and lasting experiences that build brand engagement and loyalty for our over 60,000 clients globally. With over 2000 employees, 1,100 Account Executives and 40+ sales offices across the United States, HALO is a leader of our $25B industry. 

We’re seeking a highly motivated and analytically rigorous Director, Strategic Finance to lead financial analysis and decision support for enterprise transformation initiatives and other high-priority investments. Reporting to the VP of FP&A, this role plays a critical role in ensuring FP&A is an effective partner for the broader organization as we execute against an exciting portfolio of transformational initiatives. As such, you will engage across the entire organization, including directly with Executive Team and its leaders, often on a cross-functional basis, to ensure business cases, financial models, and execution plans are aligned, actionable, and grounded in sound financial discipline. 

This role will serve as a key leader within FP&A, overseeing the financial modeling, assumptions, and business logic associated with transformation initiatives across the company. This individual will also support investment governance for tech-enabled initiatives by helping ensure strategic priorities align with spend, expected returns, and broader value creation objectives. The position is ideal for a highly effective communicator and problem solver who is comfortable operating in ambiguity, influencing senior stakeholders, and translating complex dynamics into practical recommendations. While you must be adept at financial modeling, this role requires exceptional softer skills around gaining trust, framing issues, intellectual curiosity, welcoming dissent, and establishing consensus, so as to be an effective change agent.

Key Responsibilities 

Strategic Finance Leadership 

• Lead financial analysis and decision support for enterprise transformation initiatives and other strategic priorities. 
• Partner with the VP of FP&A and senior leaders to evaluate opportunities that drive growth, improve returns, and strengthen capital discipline. 
• Help ensure initiatives are supported by clear financial logic, realistic assumptions, and measurable performance expectations. 

Financial Modeling and Business Case Ownership 

• Own the financial modeling, underlying assumptions, and business logic supporting transformation initiatives across the company; leveraging broader FP&A department SME support. 
• Build and maintain business cases, scenario analyses, sensitivity models, and reforecasting frameworks as initiatives evolve. 
• Assess risks, dependencies, and tradeoffs to support informed decision-making and timely course correction. 
• Translate operational plans into financially sound models that can be used to guide execution and measure impact. 

Cross-Functional Partnership and Alignment 

• Act as a key finance partner to business leaders, operations partners, and FP&A subject matter experts to ensure broader thinking and action plans align with financial objectives. 
• Influence stakeholders across functions to align strategic priorities, implementation plans, and financial expectations. 
• Facilitate productive conversations across senior leadership by bringing structure, clarity, and analytical rigor to complex issues. 
• Support alignment between initiative owners and finance partners as assumptions change, risks emerge, or priorities shift. 

Investment Governance for Tech-Enabled Initiatives 

• Partner closely with Technology leadership and finance stakeholders to support disciplined investment planning for tech-enabled initiatives. 
• Help ensure the broader technology roadmap is aligned with financial plans, expected business outcomes, and enterprise priorities. 
• Provide visibility into how spend is expected to flow across operating expense, capital investment, and non-recurring costs. 
• Support prioritization and financial evaluation of major investments by connecting roadmap decisions to business cases and expected returns. 

Reporting, Insights, and Executive Communication 

• Provide clear, executive-ready reporting and insights on initiative performance, evolving assumptions, and financial implications. 
• Monitor actual results against plan and recommend actions to address gaps, risks, and emerging opportunities. 
• Distill complex financial and operational dynamics into concise recommendations that drive alignment and action. 
• Support senior leadership discussions with practical analysis, strong narrative framing, and thoughtful sensitivity analysis. 

Team Leadership and Capability Building 

• Serve as a key leader within FP&A and Accounting, initially as an individual contributor with the opportunity to build and lead a small team as needs evolve. 
• Establish high standards for modeling rigor, analytical quality, and communication. 
• Create a culture of accountability, curiosity, partnership, and continuous improvement. 
• Help strengthen HALO’s strategic finance capabilities by elevating how the organization evaluates investments, tracks outcomes, and makes decisions. 

Requirements 

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required; MBA or other advanced degree preferred. 
• 8+ years of progressive experience in FP&A, strategic finance, corporate finance, management consulting, transformation, or related analytical roles. 
• Exceptional financial modeling skills, including scenario analysis, sensitivity analysis, forecasting, and business case development. 
• Demonstrated ability to work effectively with senior executives and cross-functional leaders on high-priority strategic and operational issues. 
• Strong business judgment and comfort working with broad assumptions, imperfect information, and evolving priorities. 
• Excellent communication and presentation skills, including the ability to explain complex topics in clear, practical terms. 
• Proven ability to influence across functions without relying solely on formal authority. 
• Experience partnering on technology-related investments, enterprise initiatives, or cross-functional transformation efforts preferred. 
• Experience leading or developing analysts and creating strong analytical work product within a high-expectation environment preferred. 
• A consulting background, in-house strategic finance background, or a combination of both can be successful in this role, provided the candidate brings outstanding modeling depth and stakeholder influence. 

Compensation: The estimated base salary range for  this position is between $170,000 - $190,000 annually. Please note that  this pay range serves as a general guideline and reflects a broad  spectrum of labor markets across the US. While it is uncommon for candidates to be hired at or near the top of the range,  compensation decisions are influenced by various factors. At HALO,  these include, but are not limited to, the scope and responsibilities of  the role, the candidate's work experience, location, education and  training, key skills, internal equity, external market data, and broader market and business considerations. This role will also be eligible for a discretionary annual bonus, based on company performance, at a target of up to 15-20% of base salary. 

Benefits:  At HALO, we offer benefits that support all aspects of your life,  helping you find a work-life balance that’s right for you. Our comprehensive benefits include nationwide coverage for Medical, Dental,  Vision, Life, and Disability insurance, along with additional Voluntary  Benefits. Prepare for your financial future with our 401(k) Retirement  Savings Plan, Health Savings Accounts (HSA), and Flexible Spending  Accounts (FSA).

Application Information: To apply to this opportunity, click the APPLY  button at the top right or very bottom of the screen to complete our  online application. A resume is optional, so you may choose to upload  and have the application prefill with your information.  There are 5  sections to complete in total, including General information, Work  History, Education, Compliance, and optional demographic questions. Once  you have successfully submitted your application, you will receive a  submission confirmation email from our system. 

Application Deadline:  Applications  are reviewed and processed only when there is a specific need or  opportunity, rather than on a fixed schedule or at a set deadline.  Because they are reviewed on an as-needed basis, a job posting will be  removed once the position has been filled or is no longer available. 

More About HALO:

At  HALO, we energize our clients' brands and amplify their stories to  capture the attention of those who matter most. That’s why over 60,000  small- and mid-sized businesses partner with us, making us the global  leader in the branded merchandise industry.

• Career Advancement:  At HALO, we’re passionate about promoting from within. Internal  promotions have been key to our exponential growth over the past few  years. With so many industry leaders at HALO, you’ll have the  opportunity to accelerate your career by learning from their experience,  insights, and skills. Plus, you'll gain access to HALO’s influential  global network, leadership opportunities, and diverse perspectives.
• Culture:  We love working here, and we’re confident you will too. At HALO, you’ll  experience a culture of ingenuity, inclusion, and relentless  determination. We push the limits of possibility and imagination by  staying curious, humble, and bold breaking through yesterday’s limits.  Diversity fuels our creativity, and we thrive when each of us  contributes to an inclusive environment based on respect, dignity, and  equity. We hold ourselves to a high standard of excellence with a  commitment to results and supporting one another with accountability,  transparency, and dependability.
• Recognition:  At HALO, your success is our success. You can count on us to celebrate  your wins. Colleagues across the company will join in recognizing your  milestones and nominating you for awards. Over time, you’ll accumulate  recognition that can be converted into gift cards, trips, concert  tickets, and merchandise from your favorite brands.
• Flexibility:  Many of our roles offer hybrid work options, and we pride ourselves on  flexible schedules that help you balance professional and personal  demands. We believe that supporting our customers is a top priority and  trust that you and your manager will collaborate to create a schedule  that achieves this goal.

HALO is an equal opportunity  employer. We celebrate diversity and are committed to creating an  inclusive environment for all employees. We insist on an environment of  mutual respect where equal employment opportunities are available to all  applicants without regard to race, color, religion, sex, pregnancy  (including childbirth, lactation and related medical conditions),  national origin, age, physical and mental disability, marital status,  sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and  veteran status, and any other characteristic protected by applicable law. Inclusion is a core value at HALO and we seek to recruit, develop  and retain the most talented people.

HALO participates in E-Verify. Please see the following notices in English and Spanish for important information: E-Verify Participation and Right to Work. 

HALO  is committed to working with and providing reasonable accommodations to  individuals with disabilities. If you need reasonable accommodation  because of a disability for any part of the employment process –  including the online application and/or overall selection process – you  may email us at hr@halo.com. Please do not use this as an alternative  method for general inquiries or status on applications as you will not  receive a response. Reasonable requests will be reviewed and responded  to on a case-by-case basis.