VP, Portfolio Operations - Finance & Insights (Private Equity)

VP, Finance - Portfolio OperationsPrivate Equity FirmI'm partnering with a NYC based PE firm to add a VP, Portfolio Operations - Finance to the team. This role directly reports to the PE firm's CFO.Position OverviewThe VP – Portfolio Operations, Strategic Finance will partner closely with the Partners, Operations, CFO, investment teams and portfolio company finance leaders to drive consistency, transparency, and actionable insight across the fund.This role will lead portfolio-wide consolidation, elevate KPI frameworks, and improve the speed and quality of financial reporting to support value creation and investment decision-making.Operating at the intersection of finance, operations, and governance, this individual will translate performance into clear drivers of value and help ensure the portfolio is managed with an exit-ready mindset from day one.Key ResponsibilitiesWork with the Portfolio Companies to Execute their Value Creation Plans: Partner with portfolio company CFOs and controllers to strengthen all Finance & Accounting processesDrive growth through helping portfolio companies to execute their value creation plan. Identify inefficiencies and implement improvements to accelerate timelines and enhance reporting qualityHelp align portfolio company accounting practices with fund-level reporting requirementsEstablish clear expectations for variance analysis and commentary, focused on underlying drivers and business implicationsSupport ongoing forecasting processes, including rolling forecasts and reforecasting cadencePortfolio Company Consolidation, Reporting & Valuation OversightLead consolidation of portfolio company financials across the fund, ensuring accuracy, consistency, and comparabilityEstablish and maintain a standardized monthly reporting package across all portfolio companiesAssist Deal Teams to translate company-level results into clear, investor-ready summaries, including budget vs. actual, QoQ, and LTM performanceDrive a disciplined reporting cadence, reducing lag between close and actionable insightsEnsure consistent definitions and application of key financial metrics (e.g., EBITDA, revenue, gross margin, ARR)Assist with portfolio company valuation process, including establishing consistent methodologies, coordinating inputs, and ensuring alignment with audit and fund reporting requirementsPartner with finance and investment teams to support quarterly valuation cycles and related documentationKPI Development & Performance AnalyticsDevelop and implement a consistent, investment-relevant KPI framework across portfolio companiesBuild dashboards and performance tracking tools that enable real-time visibility for deal teams and managementAssist Deal teams to analyze performance trends, variance drivers, and operational metrics to inform strategic and operational decision-makingPartner with investment professionals and management teams to translate financial data into actionable operational insightsAssist Deal Teams to align Portfolio Company KPIs and reporting to value creation plans and investment theses, ensuring metrics support the broader equity narrativeData Quality & GovernanceEstablish standardized reporting templates and ensure high data integrity across all portfolio companiesDefine and maintain a single source of truth for financial and operational dataImplement processes, controls, and validation checks to ensure data reliability and consistencyStandardize data definitions and governance protocols across the portfolioSupport ad hoc analysis for board materials, lender reporting, valuation support, and exit preparation, ensuring outputs are consistent with quality of earnings expectationsIdeal Experience8+ years in progressive Finance roles, with at least 2+ years of experience in Private Equity management company Finance, FP&A, Portfolio Operations, Portfolio Strategic Finance, Value Creation, Portfolio Analytics, Portfolio Monitoring, or Portfolio Reporting.Experience in private equity or multi-entity environments strongly preferredExposure to valuation processes, audit environments, and transaction supportTrack record of partnering with CFOs and executive teams across multiple businessesIdeal CapabilitiesStrong financial modeling and analytical skillsUnderstanding of valuation methodologies and fund reporting requirementsAbility to synthesize complex data into clear, actionable insightsExperience building dashboards, KPI frameworks, and reporting infrastructureStrong understanding of value creation levers in PE-backed environmentsHigh attention to detail with a focus on data integrity and reporting accuracyOperator mindset with strong execution orientationHigh judgment and problem-solving abilityComfortable working across ambiguity and multiple stakeholdersCollaborative, low-ego partner to finance and investment teamsSuccess Metrics (First 6–12 Months)Standardized reporting adopted across the portfolioPortfolio monthly results consolidation implementedReporting timelines meaningfully reduced from close to insightKPI frameworks implemented and actively used by deal teamsSchedule:4 days a week in NYC officeCompensation:$240k-$260k base salary + 40% target cash bonusFlexible for the perfect candidate