Portfolio Operating Executive

Join a middle-market private equity environment focused on helping founder-led and family-owned businesses unlock their growth potential. As Portfolio Operating Executive, you will lead the onboarding and integration of newly acquired portfolio companies, ensuring smooth transitions and accelerating value creation. You will serve as a strategic partner to deal teams, founders, boards, and management leaders, coordinating initiatives across finance, HR, technology, and operations. This director-level role combines integration leadership, structured program management, and operational transformation across multiple businesses. You will help establish scalable processes, strengthen organizational capabilities, and drive measurable improvements in EBITDA and long-term performance. The position is remote, with travel required to support portfolio companies and build trusted relationships with key stakeholders.

• →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.

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