Position Overview

The day-to-day responsibilities will include:

• Owning the financial systems and data strategy, defining and then executing on a 12–24 month roadmap in partnership with Finance and Executive leadership

• Owning end-to-end data architecture, including data lake and data warehouse infrastructure (Azure/Fabric), API and ETL/ELT integrations across source systems (ERP, EPM, HRIS), and BI reporting layers (Power BI)
• Developing and maintaining scalable BI and analytics frameworks that translate complex financial data into clear, actionable business insights
• Establishing and enforcing data governance standards, including master data management (MDM), metadata governance, and data quality frameworks across Finance
• Identifying and implementing AI-driven automation opportunities to transform Finance operations, reporting, and insight generation
• Leading large-scale system initiatives from requirements gathering through delivery, managing timelines, stakeholders, and cross-functional dependencies, including managing external technical consultant relationships
• Flexing between strategic leadership and hands-on contributor work — directing a small group of internal and external resources while personally contributing to writing code, building pipelines, designing data models and system oversight
• Driving technology adoption and change management across our Holding Company and support industry vertical teams in system implementation and adoption
• Translating business requirements into scalable technical solutions, acting as the bridge between Finance leadership and technical teams
• Partnering closely with Finance, IT resources and cross-functional stakeholders to align systems strategy with business priorities

Qualifications

• 10+ years of progressive experience in Data Architecture, Finance/Business Systems, or Business Intelligence, ideally within high-growth and/or high-M&A environments
• Bachelor's or Master's degree in Computer Science, Information Systems, Engineering, Business, or a related field
• Experience owning end-to-end data architecture including data lake or warehouse infrastructure, ETL/ELT integrations, and BI reporting layers; proficiency in SQL required, Microsoft stack a strong plus
• Experience with financial systems at scale including ERP, EPM, and Business Intelligence platforms; familiarity with OneStream and Business Central a plus
• Deep understanding of data engineering best practices, warehousing/lakehouse architecture, MDM, and metadata governance
• Demonstrated success delivering large-scale system initiatives, preferably within Finance
• Strong project management and cross-functional collaboration skills

Personal Attributes

• Strategic thinker and hands-on builder — equally comfortable driving vision and rolling up your sleeves to execute
• Excellent communicator with the ability to translate complex technical concepts for Finance stakeholders and vice versa
• Highly collaborative with strong cross-functional relationship and project management skills
• Self-motivated and comfortable operating with autonomy in a lean team environment
• Excited about applying emerging AI and automation tools to modernize how Finance operates
• Interested in a long-term career at a company building something to last for decades
• High integrity, low ego — Evergreen hires on potential and trajectory as much as technical credentials

Compensation

A competitive compensation package including a base salary range of $185,000–$210,000, annual performance-based bonus, Profit Interest Units (equity-based comp) and an excellent benefits package is available.

Location

San Francisco, CA preferred. Hybrid or remote candidates with significant relevant experience will be considered.

As an Controller, you will own all accounting, financial reporting, and budgeting processes while contributing to the growth and operational maturity of a high-growth, private equity-backed business. You will drive timely financial operations, implement scalable systems, and support audits and compliance. In addition, you will also be responsible for overseeing the day-to-day business operations of the organization including but not limited to employee management/administration, new business and growth initiatives, and contract administration. You will serve as a crucial operator and thought partner within the business both as a leader for its employees, as well as a representative of the holding company. We are looking for someone who is excited to own the numbers, excel in an entrepreneurial environment supported by proven playbooks, and who has a can-do attitude to truly operate and manage a growing business.

This role will report to the CEO in South Carolina, and will be expected to work Eastern hours. 

Role Expectations:

• Own the finance and accounting function, including financial reporting and month-end close, payroll and time-keeping management, budgeting and forecasting, invoicing and payables, and process improvement. This is inclusive of both oversight and execution of these functions.
• Own the business operations of the company, including contracts administration, benefits administration, and employee management (culture building, retention activities).
• Serve as company representative alongside the business’ President/Founder to the Board of Directors – deliver management insights, analyses, and strategic plans.
• Support in business development activities to augment the company’s new contract capture function.
• Demonstrate strong financial acumen, including financial statement preparation and audit leadership.
• Apply advanced Excel and modeling command, creating error-proof templates, controls, and model checks.
• Drive continuous improvement initiatives to achieve 15%+ YoY revenue and EBITDA growth.
• Build and maintain strong relationships across stakeholders, founders, and the Lyra ecosystem.
• Willing to work Eastern hours.

Desired Attributes:

• Financial leader who enjoys problem solving and excels in ambiguous environments
• Ultra-accountability and ownership mindset – someone that “wants the ball” and deliver successful outcomes
• Strong EQ and a growth mindset
• Willingness to roll up your sleeves and get involved in all aspects of running a business from vision setting to tactical execution
• Energized by a high-growth environment and opportunity for increased responsibility
• Comfortable with ambiguity
• Ability to communicate complex information at varying levels of detail
• Spirit of continuous improvement to implement new processes

Qualifications:

• 6 years of experience in accounting, with a strong understanding of financial statement preparation, multi-entity consolidation, and GAAP compliance
• Experience in public accounting high preferred
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
• Proven ability to identify and address data anomalies, ensuring accuracy and consistency in financial reports
• Strong communication skills with the ability to present financial insights to finance leaders
• Experience leading or supporting financial audits and meeting tax requirements
• Enthusiasm to continue to scale an organization
• Energized by a high-growth environment and opportunity for increased responsibility
• Comfortable with ambiguity
• Ability to communicate complex information at varying levels of detail
• Spirit of continuous improvement to implement new processes

The anticipated salary range for this role is $80,000 - $90,000, based on qualifications and experience. 

The Opportunity

Evergreen is hosting a full-day case study workshop at our San Francisco office for first-year undergraduate freshmen interested in private equity, finance, and alternative investment strategies.

The day is designed to be an educational experience led by members of Evergreen's investing team; the workshop will give students early exposure to how a holding company thinks about sourcing, evaluating, and owning businesses over the long term. Attendees will leave with a clearer understanding of the private equity landscape and the diligence process that drives real investment decisions.

Beyond the content itself, the workshop is also an opportunity to build relationships with the Evergreen team and fellow students. For those interested in continuing to engage with us, this program serves as a natural pathway to our 2028 Summer Investing Analyst program.

What You'll Experience

• Opening Keynote: Evergreen's Founder and CEO kicks off the day with the Evergreen story, discussing our origin, core values, forever-hold investment philosophy, and decentralized operating model
• Midday Case Study: Led by members of Evergreen's investing team, this session combines short presentations on core aspects of our diligence process, including financial statement evaluation, key deal analyses, market assessment, and operational evaluation; students will have the chance to evaluate a real investment opportunity we were presented with
• Afternoon Presentation: Present your team's investment recommendation to Evergreen professionals and receive live feedback
• Closing Fireside Chat: An open Q&A with members of our investment and operations teams about careers in finance, PE, and beyond

Who Should Apply

• Current first-year undergraduate students, graduating in Winter 2028 or Spring 2029
• Students with an interest in finance, investing, business, or economics — no prior experience required
• Curious, collaborative, and eager to learn in a fast-paced environment
• Located in or able to travel to the San Francisco Bay Area for the day

Logistics

• Date: Friday, April 24^th, 2026
• Format: In-person, full-day event
• Location: Evergreen SF Office (555 Montgomery St San Francisco, CA 94111)
• Meals: Breakfast and lunch provided
• Compensation: Unpaid; this is an educational program

The Opportunity (Future Leadership Roles)

This posting is intended to build a pipeline of exceptional leadership talent for future opportunities. It is not tied to a specific open position. We regularly acquire new businesses across the United States, and this role description reflects the type of Operating Executive profiles we seek as those opportunities arise.

We are looking for Operating Executives to take on high-impact leadership roles within new businesses acquired throughout the United States. Operating Executives will be responsible for driving organic EBITDA growth and recurring revenue at an operating company through active management and strategic leadership. We believe leadership talent is a key lever to a company's performance and are seeking Operating Executives to inspire the highest levels of performance, followership, and employee engagement within their company.

We primarily hire first-time CEOs into our operating companies and are seeking individuals who are ready to step up to the challenge and opportunity. The ideal candidate will be able to make difficult trade-off decisions between growth and profitability, hold teams accountable to budgets and targets, and create a winning environment of support and success.

With determination and persistence, Operating Executives should be willing to attack tough problems, skillfully analyze and identify root causes and partner with the leadership team to come up with actionable solutions that drive businesses growth.

Responsibilities:

P&L Ownership:

• Develop and execute strategic plans to achieve financial targets, such as year-over-year monthly recurring revenue growth and year-over-year annual EBITDA growth.
• Monitor and analyze financial performance, identifying areas for revenue growth and cost-saving opportunities.
• Prepare and present financial reports, budgets, and forecasts to senior leadership and stakeholders.
• Strong command of P&L and key levers that drive impact
• Plan and execute long-term vision that drives sustainable growth
• Financial discipline to drive growth in a cost-effective manner
• Makes effective ROI resource-based decisions

Sales and Business Development:

• Drive revenue growth through effective sales strategies, market analysis, and client relationship management.
• Develop and maintain strong relationships with key clients and partners.
• Involvement in local organizations and business development groups, such as the Chamber of Commerce.
• Continuously assess market trends, competitive landscapes, and customer needs to adapt and refine sales strategies.
• Experience or ability with selling and closing on new logo.
• Experience or ability to institutionalize sales & marketing and build a high-performing sales & marketing team.
• Understanding of sales funnel and KPIs that drive successful sales & marketing actions and initiatives.

People Management and Leadership:

• Experience with leading a high-performing, results-oriented team by recruiting, training, and developing team members.
• Set clear goals and expectations, provide regular feedback, and drive a culture of continuous improvement.
• Cultivate a healthy, effective team dynamic among the leadership team.
• Ability to motivate and inspire.
• Ability and willingness to delegate

Operational Excellence:

• Streamline and optimize operational processes and procedures to enhance efficiency.
• Ensure compliance with industry regulations and company policies.
• Monitor inventory management, supply chain, and logistics to maintain product/service quality and availability.
• Implement best practices and maintain a focus on quality control.

Data-Driven Decision Making:

• Data-driven approach to prioritization of growth efforts. Sets goals and follows through with them
• Understand, prioritize, and execute on key growth levers: new customers, retention, pricing, cross-sell/up-sell
• Grounds decisions in data or evidence
• Appetite to create and exceed metrics

Requirements:

• Bachelor's degree; MBA or equivalent is a plus.
• Has a track record of achieving revenue generation targets on a limited budget, with a specific focus on new logo revenue
• Strong background in people management, including hiring, firing, training, and development.
• Demonstrated expertise in financial management, budgeting, and P&L responsibility.
• Resourceful and scrappy; willing to roll up sleeves to dig into large strategic challenges as well as day-to-day, unexpected crises
• Proven experience in an SMB general management or senior leadership role is a plus. Experience in an MSP or SaaS business is also a plus.
• Excellent interpersonal, communication, and negotiation skills.
• Strong problem-solving abilities and a strategic mindset.
• Proficiency in utilizing technology and data-driven decision-making.
• Exceptional leadership and team-building capabilities.

We are looking for people that are primarily Location Agnostic, or are available to relocate within one of the following regions: West, Midwest, South West, South East, North East

Operating Executive

Unique Leadership Opportunity within a Australia or New Zealand - based Operating Company

These roles will be in Tasmania, Queensland, and Victoria.

The Opportunity:

We are looking for Operating Executives to take on high-impact leadership roles within new businesses acquired as part of Evergreen’s expansion into the ANZ Market. After successfully building the largest platform of Outsourced IT, Managed Service Providers (MSPs) in North America, we have made our first acquisitions in ANZ, where we are excited to build a world-class services platform. Operating Executives will be responsible for driving organic EBITDA growth and recurring revenue at an operating company through active management and strategic leadership. We believe leadership talent is a key lever to a company's performance and are seeking Operating Executives to inspire the highest levels of performance, followership, and employee engagement within their company.

We primarily hire first-time CEOs into our operating companies and are seeking individuals who are ready to step up to the challenge and opportunity. The ideal candidate will be able to make difficult trade-off decisions between growth and profitability, hold teams accountable to budgets and targets, and create a winning environment of support and success.

With determination and persistence, Operating Executives should be willing to attack tough problems, skillfully analyze and identify root causes and partner with the leadership team to come up with actionable solutions that drive businesses growth.

Responsibilities:

P&L Ownership:

• Develop and execute strategic plans to achieve financial targets, such as year-over-year monthly recurring revenue growth and year-over-year annual EBITDA growth.
• Monitor and analyze financial performance, identifying areas for revenue growth and cost-saving opportunities.
• Prepare and present financial reports, budgets, and forecasts to senior leadership and stakeholders.
• Strong command of P&L and key levers that drive impact
• Plan and execute long-term vision that drives sustainable growth
• Financial discipline to drive growth in a cost-effective manner
• Makes effective ROI resource-based decisions

Sales and Business Development:

• Drive revenue growth through effective sales strategies, market analysis, and client relationship management.
• Develop and maintain strong relationships with key clients and partners.
• Involvement in local organizations and business development groups, such as the Chamber of Commerce.
• Continuously assess market trends, competitive landscapes, and customer needs to adapt and refine sales strategies.
• Experience or ability with selling and closing on new logo.
• Experience or ability to institutionalize sales & marketing and build a high-performing sales & marketing team.
• Understanding of sales funnel and KPIs that drive successful sales & marketing actions and initiatives.

People Management and Leadership:

• Experience with leading a high-performing, results-oriented team by recruiting, training, and developing team members.
• Set clear goals and expectations, provide regular feedback, and drive a culture of continuous improvement.
• Cultivate a healthy, effective team dynamic among the leadership team.
• Ability to motivate and inspire.
• Ability and willingness to delegate

Operational Excellence:

• Streamline and optimize operational processes and procedures to enhance efficiency.
• Ensure compliance with industry regulations and company policies.
• Monitor inventory management, supply chain, and logistics to maintain product/service quality and availability.
• Implement best practices and maintain a focus on quality control.

Data-Driven Decision Making:

• Data-driven approach to prioritization of growth efforts. Sets goals and follows through with them
• Understand, prioritize, and execute on key growth levers: new customers, retention, pricing, cross-sell/up-sell
• Grounds decisions in data or evidence
• Appetite to create and exceed metrics

Requirements:

• Bachelor's degree; MBA or equivalent is a plus.
• Has a track record of achieving revenue generation targets on a limited budget, with a specific focus on new logo revenue
• Strong background in people management, including hiring, firing, training, and development.
• Demonstrated expertise in financial management, budgeting, and P&L responsibility.
• Resourceful and scrappy; willing to roll up sleeves to dig into large strategic challenges as well as day-to-day, unexpected crises
• Proven experience in an SMB general management or senior leadership role is a plus. Experience in an MSP or SaaS business is also a plus.
• Excellent interpersonal, communication, and negotiation skills.
• Strong problem-solving abilities and a strategic mindset.
• Proficiency in utilizing technology and data-driven decision-making.
• Exceptional leadership and team-building capabilities.

The Role:

We are looking to add an Associate to our Investing team. The perfect candidate is someone who can hit the ground running by slotting directly into deal teams, supporting the execution of deal processes from start to finish, and supporting the evolution of our capital allocation strategy. This position is based in San Francisco.

Responsibilities include but are not limited to: 

• Perform due diligence, analysis and execution across multiple simultaneous acquisitions 
• Prepare investment memos and letters of intent; present investment opportunities/findings to team and investors
• Construct detailed financial models and returns analyses
• Coordinate the execution of investment transactions across all parties involved (i.e. due diligence providers, counsel, investors, portfolio company management, etc.)
• Mentor and support junior analysts through early career development

Qualifications:

Successful candidates will have the following attributes:

• 2 years of investment banking or private equity investing experience
• Outstanding financial modeling and analytical skills
• Strong understanding of accounting and finance
• Passion for investing and learning about new industries
• Strong communication skills
• Demonstrated ability and interest in working in a small, entrepreneurial team

You would be a great fit for this role if:

• You have a strong will-to-win and get excited by ambiguous, challenging situations
• You are resourceful and can find a means to resolution in unfamiliar environments
• You value relationship-building and are excited about working with small business owners
• You share Evergreen’s values, particularly in the following areas:
  • Coachable: actively pursues feedback & development
  • Accountable: takes ownership for business performance; answers for challenges/failures
  • Selfless team-player: puts the mission and teammates ahead of themselves
• You are excited about Evergreen’s mission to build the best home for businesses and their leaders

Other Information

• Location: San Francisco (Hybrid)
• Compensation: $195k (base and bonus) plus PIUs (Profit Interest Units)