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.