Vice President, Portfolio Operations
tiverton advisorsLos Angeles, CA
Vice President, Portfolio Operations
tiverton advisorsLos Angeles, CAManager L7
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)Vice President, Portfolio Operations Tiverton is seeking a proactive and resourceful Vice President, Portfolio Operations, to lead and own budgeting, forecasting, and performance reporting across Tiverton's portfolio companies. This position owns the planning calendar, rolling forecast, weekly cash forecast, and monthly reporting package for various portfolio companies. The ideal candidate is a strong problem solver who can run a cross-functional planning process, pressure-test an operating team's budget, and explain what the numbers mean.
Location:
- Los Angeles, CAPrimary Responsibilities
- Lead the annual operating and financial planning process for various portfolio companies, from underlying assumptions through board approval
- Own the weekly 13-week cash flow forecast, including credit facility availability and covenant forecasting
- Lead the monthly actuals-to-budget review, actuals-to-forecast variance analyses, and write the management discussion and analysis for board and lender reporting
- Design the KPI framework and dashboards and lead the performance review with portfolio company leadership
- Build and review financial models for new initiatives, capital expenditures, pricing decisions, and add-on acquisitions
- Coach portfolio company budget owners and coordinate with controllers so forecasts tie to the close and credit agreements
- Standardize FP&A processes across the portfolio, direct FP&A Senior Associates, and lead integration of new acquisitions
Qualifications:
- Bachelor's degree in finance, accounting, economics, or business; CPA or CFA preferred
- A minimum of 7+ years' FP&A experience, including ownership of a budget and forecast process end-to-end
- Experience in food, agriculture, or consumer packaged goods strongly preferred; portfolio company experience within the private equity context a plus
- Advanced Excel modeling, forecasting, and budgeting skills, including three-statement and cash flow models
- Solid understanding of financial statement mechanics and how the three statements link
- Excellent verbal and written communication skills, including presenting to boards and non-financial audiences
- Strong project management skills, extraordinary attention to detail, and an entrepreneurial attitude
- Willingness to travel to portfolio companies and Tiverton headquarters in Raleigh, NC (approximately 20–30%)
Benefits:
Competitive compensation package with eligibility for an annual bonus based on individual and Company performance Generous PTO and paid holiday policy
Benefits package including: Healthcare, Dental, Vision, Group Life Insurance, and 401(k)
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Level
Manager L7
Location
Los Angeles, CA
Occupation
Financial Managers
Industry
Portfolio Management and Investment Advice
Posted
today