Financial Performance Portfolio Lead

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Teamshares

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

🌍 Social Impact

💰 Seed Round on 2021-01

B2B • Finance • Social Impact

Teamshares is an employee ownership platform focused on transforming small businesses by facilitating employee ownership. Their mission is to place $10 billion of stock wealth into the hands of small business employees, providing retiring business owners with a reliable exit strategy. By purchasing small businesses from retiring owners, Teamshares ensures these businesses remain local while granting employees stock ownership, progressively increasing to 80% over 20 years. The goal is to build a durable network of employee-owned companies that support local economies and create financial security for employees. Their program includes recruiting a new president for each acquired business, fostering a sense of shared responsibility and financial growth among employee owners.

📋 Description

• help scale the way we drive financial performance across our portfolio of ~90 network companies • focused on building the systems, data foundations, and operational models • turning raw information into reliable intelligence • building scalable processes that travel across the portfolio • partnering with our product team • serve as the primary Financial Performance voice in product roadmap planning • translate portfolio needs and field friction into clear, prioritized product requirements

🎯 Requirements

• 5+ years of experience in strategy, operations, FP&A, or a related field • Proven ability to work with data at scale: auditing quality, improving pipelines, developing frameworks, and turning complex information into clear insights. • Strong cross-functional operator, able to drive progress across Product, Finance, and Operations without direct authority. • Comfort with ambiguity and the ability to zoom between strategic framing and granular execution as the situation demands. • Excellent analytical skills, proficient in Excel/Google Sheets; familiarity with AI-driven workflow automation tools/processes, BI tools (Looker, Tableau, or similar), and SQL a strong plus • Sharp written and verbal communication; able to distill complexity into executive-ready materials and actionable team guidance. • Entrepreneurial mindset: you build what doesn't exist and improve what does, without waiting to be told.

🏖️ Benefits

• competitive salary • generous benefits package • equity for all employees • exceptional medical, dental, and vision coverage for employees and their families • paid parental leave