Portfolio Operating Executive

TRAC Recruiting

. Drive onboarding and integration across multiple portfolio companies .

Posted 10/9/2026full-timeRemote • Florida • United StatesSeniorLead💰 $200,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading post-merger integrations and operational transformations, with a strong foundation in finance, FP&A, and strategic program management. Proven ability to build relationships with stakeholders and drive synergy realization across portfolio companies.

Highest-signal resume keywords

M&A Integration LeadershipOperational TransformationFP&A ExpertiseProgram Management Office (PMO) Playbook DesignCross-Functional Team Coordination

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Planning and Analysis (FP&A)AccountingCapital StructuresOperational Risk IdentificationEBITDA ImprovementSynergy TrackingBudgetingCash Flow ForecastingPost-Merger IntegrationDue Diligence

Soft Skills

Exceptional CommunicationInterpersonal SkillsOrganizational SkillsTime ManagementResilience

Tools & Technologies

ERP ToolsCRM ToolsBusiness Intelligence (BI) Tools

Industry Keywords

Private EquityPortfolio CompaniesManagement ConsultingOperational TransformationCross-Functional Teams

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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