Finance Manager, Portfolio Operations Group

Overview

This role sits within a middle-market private equity firm’s Portfolio Operations Group. The Finance Manager is responsible for ensuring portfolio companies’ financial operations are robust, transparent, and aligned with the firm’s value creation goals. Work includes supporting portfolio companies’ financial needs and optimizing internal processes.

Travel is required on an as-needed basis and could be extensive to support onsite work at portfolio companies.

Geography: Remote, but candidates must be willing to travel up to 50%.

Responsibilities

• Team Leadership: Provide hands-on leadership and direction to teams supporting key initiatives, including ERP implementations, month-end close optimization, audit readiness, and other project-based objectives.
• Project Management: Manage multiple concurrent projects, prioritize competing priorities, optimize resources, and maintain clear communication with stakeholders on timelines, progress, and deliverables.
• Financial Reporting: Prepare, review, and support monthly, quarterly, and annual financial reporting for portfolio companies, ensuring accuracy, completeness, and timely delivery.
• Financial Data Analysis: Collect, organize, validate, and analyze financial information from portfolio companies to support performance monitoring, reporting, and management decision-making.
• Budgeting & Forecasting: Assist with the development and ongoing maintenance of budgets, forecasts, financial models, and variance analyses to support business planning and performance management.
• Process Improvement: Evaluate financial and accounting processes, identify inefficiencies, and help implement improvements that enhance accuracy, efficiency, consistency, and scalability. Develop and maintain SOPs, playbooks, dashboards, scorecards, and other process documentation.
• Ad Hoc Financial Analysis: Conduct financial analyses and provide analytical support on special projects, including cost reduction opportunities, profitability assessments, operational performance, and other business-related initiatives.
• Compliance & Internal Controls: Support portfolio companies in maintaining compliance with applicable financial regulations and accounting standards, including GAAP and IFRS, as well as established internal control requirements.
• Cross-Functional Collaboration: Partner across finance, accounting, operations, and leadership teams at portfolio companies to support strategic and operational initiatives.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of 6 years of relevant professional experience.
• Prior experience in a consulting firm, accounting firm, or operational finance environment, preferably with exposure to operational improvement initiatives and direct client support.
• Demonstrated willingness and ability to take a hands-on approach and actively contribute to team initiatives and deliverables.
• Exceptional interpersonal and communication skills, with the ability to clearly communicate complex financial, operational, and strategic information to a variety of stakeholders.
• Strong analytical, problem-solving, and data management capabilities, with advanced proficiency in Excel, PowerPoint, Word, and other financial, BI, or data-management applications.
• Required experience with Percentage of Completion (POC) accounting.
• Highly organized, detail-oriented, and disciplined approach to managing priorities, deadlines, and deliverables.
• Strong active listening skills and intellectual agility, with the ability to absorb new information, assess complex situations, and develop practical recommendations.
• Ability to develop fact-based recommendations and support data-driven decision-making.
• Demonstrated ability to work independently while collaborating effectively with diverse teams and stakeholders in a dynamic, fast-paced environment.
• Ability to build strong working relationships and navigate cross-functional organizations to execute critical initiatives.

Preferred Qualifications

Not specified.

Compensation & Benefits

Not specified.

Location

Remote (candidates must be willing to travel up to 50%).