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Finance | Value Creation | Portfolio Analytics
Position Overview:
A growth-oriented investment platform is seeking an analytically strong professional to support portfolio company operations, financial performance, and value creation initiatives. This role is focused on post-acquisition operational and financial management, partnering closely with portfolio leadership to ensure accurate reporting, efficient processes, and actionable insights.
This role is ideal for candidates interested in hands-on portfolio operations rather than front-end transaction execution roles.
Key Responsibilities:
Monitor and analyze portfolio company financial performance, KPIs, and operational metrics.
Support quarterly investment valuations using standard methodologies (DCF, LBO optional).
Build and maintain financial and operational models, including cash flow, working capital, and scenario analyses.
Assist with post-acquisition onboarding, budgeting, forecasting, and reporting processes.
Prepare management and board-level materials with clear insights and recommendations.
Support audits, covenant analysis, and capital structure reporting as needed.
Drive operational improvement and data analytics projects across portfolio companies.
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
2+ years of experience in Big 4 accounting, financial advisory, operational consulting, or finance operations.
Active CPA strongly preferred.
Strong Excel and PowerPoint skills; experience building financial models.
Solid accounting foundation and strong analytical capabilities.
Comfortable managing multiple priorities in a fast-paced environment.
Experience with post-acquisition portfolio management or operational support is a plus.
Who This Role Is Not:
This is not a deal execution or transaction-focused role.
Why This Role:
Gain broad exposure to portfolio operations, financial performance, and value creation.
Work with leadership teams across multiple high-growth companies.
Opportunity to grow your career in finance operations and portfolio management.
