Finance & Portfolio Operations Associate (Hybrid)
Finance & Portfolio Operations Associate (Hybrid)
Conshohocken, Pennsylvania
|Direct (Permanent) Full Time
|$ 130,000 - $ 165,000 per year
Conshohocken, Pennsylvania
Direct (Permanent) Full Time
$ 130,000 - $ 165,000 per year
December 16, 2025
|Job ID: F-1435567PHI-AMS_1765915267
December 16, 2025
Job ID: F-1435567PHI-AMS_1765915267
Job Summary
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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.
F-1435567PHI-AMS_1765915267
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About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.
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