Portfolio Operating Executive

Job Description:

• Drive onboarding and integration across multiple portfolio companies
• Lead post-merger integration across finance, IT, HR, and commercial functions
• Develop integration playbooks, synergy tracking, and reporting processes
• Support add-on integrations and platform investment onboarding
• Build relationships with founders, boards, sponsors, and portfolio company leadership
• Represent the private equity firm on founder calls
• Oversee financial, HR, and systems-related initiatives with subject matter experts
• Support FP&A activities, including cash flow forecasting, budgeting, and debt covenant tracking
• Identify, prioritize, and communicate operational risks and growth opportunities
• Oversee interim finance and operations resources
• Partner with portfolio leadership to select and onboard permanent hires
• Lead cross-functional teams and ensure accountability and delivery
• Lead operational transformation projects focused on EBITDA improvement and growth
• Implement structured program management processes
• Leverage ERP, CRM, and BI tools to modernize operations and reporting
• Partner with deal teams on pre-LOI operational and financial capability assessments
• Contribute to operational and financial due diligence
• Deploy framework initiatives during the first 100 days
• Coordinate onboarding of GL, CRM, and HR/payroll systems
• Drive add-on integration and synergy realization during the first year
• Establish repeatable processes and dashboards for long-term success

Requirements:

• 7–10 years of experience working with private equity portfolio companies, management consulting, or related operating roles
• Proven track record leading M&A integrations, synergy realization, and post-close execution
• Strong foundation in finance, including FP&A, accounting, and capital structures
• Demonstrated experience driving operational transformation and EBITDA improvement
• Experience designing and executing PMO playbooks
• Broad business acumen across finance, HR, technology, and operations
• Exposure to ERP, CRM, and BI tools
• Ability to coordinate cross-functional teams
• Strong organizational and time management skills
• Exceptional communication and interpersonal skills
• Professional, resilient, and adept at navigating ambiguity
• Degree in Finance, Business, or related field
• Must preferably live in the Eastern or Central time zone with easy access to commercial air travel
• Must be legally authorized to work in the United States without current or future sponsorship

Benefits:

• Remote work arrangement
• Travel to meet with clients at times
• Full-time, direct-hire position