Portfolio Operating Executive

Job not on LinkedIn

🔥 12 hours ago

🐊 Florida – Remote

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💵 $200k - $300k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Executive

👻 Ghost score 0%

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TRAC Recruiting

11 - 50 employees

Founded 2007

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

TRAC Recruiting is a women-owned recruiting and staffing firm focused on high-quality, direct-hire placements across industries. The company emphasizes a “quality over quantity” model, building long-term partnerships with clients by deeply understanding their organizations and roles rather than relying on keyword matching. TRAC has particular experience supporting search funds, SaaS companies, and startups, and its team members each have 10+ years of staffing experience, specializing within different divisions to help clients scale effectively.

📋 Description

• Drive onboarding and integration across multiple portfolio companies • Lead post-merger integration across finance, IT, HR, and commercial functions • Develop integration playbooks, synergy tracking, and reporting processes • Support add-on integrations and platform investment onboarding • Build relationships with founders, boards, sponsors, and portfolio company leadership • Represent the private equity firm on founder calls • Oversee financial, HR, and systems-related initiatives with subject matter experts • Support FP&A activities, including cash flow forecasting, budgeting, and debt covenant tracking • Identify, prioritize, and communicate operational risks and growth opportunities • Oversee interim finance and operations resources • Partner with portfolio leadership to select and onboard permanent hires • Lead cross-functional teams and ensure accountability and delivery • Lead operational transformation projects focused on EBITDA improvement and growth • Implement structured program management processes • Leverage ERP, CRM, and BI tools to modernize operations and reporting • Partner with deal teams on pre-LOI operational and financial capability assessments • Contribute to operational and financial due diligence • Deploy framework initiatives during the first 100 days • Coordinate onboarding of GL, CRM, and HR/payroll systems • Drive add-on integration and synergy realization during the first year • Establish repeatable processes and dashboards for long-term success

🎯 Requirements

• 7–10 years of experience working with private equity portfolio companies, management consulting, or related operating roles • Proven track record leading M&A integrations, synergy realization, and post-close execution • Strong foundation in finance, including FP&A, accounting, and capital structures • Demonstrated experience driving operational transformation and EBITDA improvement • Experience designing and executing PMO playbooks • Broad business acumen across finance, HR, technology, and operations • Exposure to ERP, CRM, and BI tools • Ability to coordinate cross-functional teams • Strong organizational and time management skills • Exceptional communication and interpersonal skills • Professional, resilient, and adept at navigating ambiguity • Degree in Finance, Business, or related field • Must preferably live in the Eastern or Central time zone with easy access to commercial air travel • Must be legally authorized to work in the United States without current or future sponsorship

🏖️ Benefits

• Remote work arrangement • Travel to meet with clients at times • Full-time, direct-hire position

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