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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
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Act as a key liaison between the PE firm and portfolio company finance teams.
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Support monthly/quarterly reporting cycles, analyze financial and operational KPIs, and deliver insights to investment and leadership teams.
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Build and maintain 13-week cash flow forecasts, budgets, and internal dashboards.
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Flag early signs of underperformance and collaborate with management on corrective strategies.
Operational Value Creation
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Identify and implement initiatives related to cost optimization, working capital efficiency, pricing, SG&A improvement, and other key value levers.
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Collaborate on 100-day plans and strategic roadmaps post-close.
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Drive financial modeling and scenario planning for strategic initiatives across the portfolio.
Systems, Data & Reporting Infrastructure
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Help lead financial systems rollouts (e.g., ERP, BI tools) and standardize reporting practices across companies.
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Elevate data visibility and automation to enhance decision-making at both the portfolio and firm level.
Diligence & Integration Support
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Participate in pre-close due diligence with a focus on finance and operational functions.
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Assist in onboarding new investments and establishing performance baselines and reporting processes.
Candidate Profile
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Minimum 5 years of experience in:
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Transaction Services (Big 4 or equivalent)
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FP&A, Corporate Finance, or Controllership in a PE-backed or growth-stage business
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Operational consulting or portfolio operations in a PE or investment environment
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Deep understanding of financial statements, operating metrics, and value drivers in middle-market companies.
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Strong modeling and analytical skills; proficiency with Excel required, experience with BI tools a plus.
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Track record of influencing senior leadership and driving financial improvements in complex environments.
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Bachelor’s degree in Finance, Accounting, or related field. CPA, CFA, or MBA preferred.
Personal Characteristics
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Execution-oriented and entrepreneurial
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Strategic thinker with strong attention to detail
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Collaborative and low-ego team player
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Skilled at building relationships across varying levels of seniority and functions
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Comfortable working autonomously in ambiguous and fast-paced settings
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