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Value Creation Financial Operations Associate
Location: Radnor, PA

Hybrid schedule

Client:

A Leading Middle-Market Private Equity Firm

We are exclusively partnered with a highly respected middle-market private equity firm headquartered in Radnor, PA, seeking a Value Creation Financial Operations Associate to join its expanding portfolio operations team. The firm focuses on control investments in companies with $5M-$50M of EBITDA across a variety of sectors, leveraging a hands-on, operationally intensive investment approach.

This individual will play a critical role in partnering with management teams and investment professionals to accelerate financial and operational performance across the portfolio. The ideal candidate brings at least 5 years of relevant experience and thrives at the intersection of finance, operations, and value creation.

Key Responsibilities

Portfolio Financial Oversight

• Act as a key liaison between the PE firm and portfolio company finance teams.

• Support monthly/quarterly reporting cycles, analyze financial and operational KPIs, and deliver insights to investment and leadership teams.

• Build and maintain 13-week cash flow forecasts, budgets, and internal dashboards.

• Flag early signs of underperformance and collaborate with management on corrective strategies.

Operational Value Creation

• Identify and implement initiatives related to cost optimization, working capital efficiency, pricing, SG&A improvement, and other key value levers.

• Collaborate on 100-day plans and strategic roadmaps post-close.

• Drive financial modeling and scenario planning for strategic initiatives across the portfolio.

Systems, Data & Reporting Infrastructure

• Help lead financial systems rollouts (e.g., ERP, BI tools) and standardize reporting practices across companies.

• Elevate data visibility and automation to enhance decision-making at both the portfolio and firm level.

Diligence & Integration Support

• Participate in pre-close due diligence with a focus on finance and operational functions.

• Assist in onboarding new investments and establishing performance baselines and reporting processes.

Candidate Profile

• Minimum 5 years of experience in:

  • Transaction Services (Big 4 or equivalent)

  • FP&A, Corporate Finance, or Controllership in a PE-backed or growth-stage business

  • Operational consulting or portfolio operations in a PE or investment environment

• Deep understanding of financial statements, operating metrics, and value drivers in middle-market companies.

• Strong modeling and analytical skills; proficiency with Excel required, experience with BI tools a plus.

• Track record of influencing senior leadership and driving financial improvements in complex environments.

• Bachelor's degree in Finance, Accounting, or related field. CPA, CFA, or MBA preferred.

Personal Characteristics

• Execution-oriented and entrepreneurial

• Strategic thinker with strong attention to detail

• Collaborative and low-ego team player

• Skilled at building relationships across varying levels of seniority and functions

• Comfortable working autonomously in ambiguous and fast-paced settings

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