Operating Partner
Key Responsibilities
- Partner with portfolio company leadership to enhance financial planning, budgeting, forecasting, and performance management
- Strengthen accounting processes, reporting accuracy, cash flow management, and internal controls
- Develop and monitor operating metrics tied to revenue growth, margin expansion, efficiency, and capital allocation
- Support acquisition activity including financial evaluation, integration planning, and post‑close execution
- Provide hands‑on finance leadership during periods of transition, accelerated growth, or executive change
- Assist with investment evaluation by assessing financial structures, processes, and scalability risks
- Establish repeatable financial frameworks, reporting standards, and analytical tools across portfolio companies
- Collaborate with Boards and executive teams to align operational execution with strategic objectives
Qualifications
- 12-18+ years of experience in senior finance, operating, or advisory roles within technology, software, or tech‑enabled services businesses
- Prior experience as a CFO, senior finance leader, or operating partner in private‑equity‑backed environments strongly preferred
- Deep expertise in FP&A, accounting, budgeting, forecasting, and financial performance management
- Proven ability to operate hands‑on while maintaining a strategic, portfolio‑wide perspective
- Experience working with complex ownership structures and high‑growth businesses
- Strong executive presence, communication skills, and ability to partner with leadership teams
- Comfortable operating in fast‑paced, high‑accountability environments requiring sound judgment and adaptability
- Advanced degree (MBA or equivalent) preferred
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
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