Portfolio Operating Executive

Accountabilities:

You will oversee the integration and operational development of multiple portfolio companies, coordinating cross-functional teams and implementing repeatable frameworks that support growth, accountability, and sustainable value creation.

• Lead onboarding and integration across multiple companies within the control investments portfolio.
• Manage post-acquisition integration initiatives spanning finance, IT, HR, commercial functions, and business operations.
• Develop and implement integration playbooks, synergy tracking frameworks, reporting processes, and program management standards.
• Support add-on acquisitions, platform investments, and post-merger integration activities.
• Build strong relationships with founders, boards, executive teams, deal professionals, and portfolio company leaders.
• Represent the investment firm in founder and leadership discussions with professionalism, credibility, and confidence.
• Coordinate financial, HR, technology, and systems initiatives in collaboration with subject matter experts.
• Support financial planning and analysis activities, including cash flow forecasting, budgeting, and debt covenant monitoring.
• Identify, prioritize, and communicate operational risks, efficiency opportunities, and potential growth initiatives.
• Coordinate interim finance and operations resources and support the recruitment and onboarding of permanent leadership hires.
• Lead cross-functional teams, establish clear responsibilities, and maintain accountability for deliverables and timelines.
• Drive operational transformation projects focused on EBITDA improvement, scalability, and business growth.
• Implement structured project management and governance processes to ensure consistent execution across portfolio companies.
• Leverage ERP, CRM, and business intelligence tools to improve operational efficiency, data visibility, and management reporting.

Responsibilities Across the Investment Lifecycle:

• Pre-LOI:Partner with deal teams to assess operational and financial capabilities, identify integration considerations, and evaluate organizational design and talent requirements.
• Due diligence:Contribute to operational and financial diligence, assess infrastructure readiness, and develop preliminary integration plans.
• First 100 days:Implement operational frameworks with founders and management teams, coordinate the onboarding of critical systems such as general ledger, CRM, and HR/payroll, and align stakeholders around integration and growth priorities.
• First year:Lead add-on integrations, track and realize synergies, execute value creation initiatives with measurable EBITDA impact, and establish repeatable processes and dashboards for long-term success.

Requirements:

The ideal candidate will combine private equity, consulting, or operational leadership experience with a strong understanding of finance, integration management, and business transformation. They will be comfortable managing multiple priorities while building trusted relationships with senior stakeholders.

• 7–10 years of experience working with private equity portfolio companies, in management consulting, or in related operating roles.
• Proven experience leading M&A integrations, post-acquisition execution, and synergy realization.
• Strong financial knowledge, including financial planning and analysis, accounting, and capital structures; CFO-level operational responsibility is not required.
• Demonstrated success driving operational transformation and EBITDA improvement.
• Experience with program management, PMO frameworks, and the development and execution of operational playbooks.
• Broad business understanding across finance, HR, technology, and operations.
• Familiarity with ERP systems, CRM platforms, and business intelligence tools.
• Structured, hands-on leadership skills and the ability to coordinate cross-functional teams.
• Strong organizational and time management skills, with the ability to reprioritize effectively across multiple businesses.
• Excellent communication and interpersonal skills, including the ability to engage confidently with founders, boards, and executive teams.
• Professionalism, resilience, adaptability, and the ability to navigate ambiguity.
• Degree in Finance, Business, or a related field.

Preferred Qualifications:

• MBA, CPA, or CFA designation.
• Residence in the Eastern or Central United States time zone, with convenient access to commercial air travel.

Benefits:

• Annual compensation range of $200,000–$300,000.
• Full-time, direct-hire employment.
• Remote work arrangement.
• Opportunity to work closely with private equity deal teams, founders, and executive leadership.
• Broad exposure to portfolio company integration, operational transformation, and value creation initiatives.