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Brentwood Associates · 2 months ago

Brentwood Associates - Operating Partner - Finance (CFO/SVP Finance)

United States

Full-time

Remote

Senior Level, Lead/Staff, Director/Executive

15+ years exp

Brentwood Associates is a Los Angeles-based private equity firm with over 30 years of experience in investing in middle-market growth businesses. They are seeking an Operating Partner - Finance to lead finance operations across their portfolio of companies, focusing on improving financial systems, reporting, and operational excellence.

Business Information SystemsConsumerEducationFinanceFinancial ServicesInternetVenture Capital

Responsibilities

Codify playbooks for monthly close acceleration, reporting discipline, and budget‑to‑actual FP&A

Lead portfolio‑wide rollout of Henon.ai, a leading provider of AI-native performance management software across Brentwood portfolio companies - integrating proprietary generative‑AI capabilities, standardizing reporting, improving prediction accuracy, and driving cross‑company insights and adoption

Set portfolio‑wide policies for close timing, forecasting cadence, and KPI taxonomy; establish escalation and exception paths

Standardize board/investor reporting packages; elevate forecasting rigor

Drive working capital optimization and cash‑flow forecasting

Evaluate and deploy ERP, FP&A, billing, and data/BI systems

Mature revenue operations (quoting → billing → collections → renewals; pricing), with depth in SaaS

Embed with management teams at key inflection points (post‑investment, ERP upgrades, PMI, carve‑outs)

Define and roll out KPIs/metrics to increase visibility and accountability

Lead financial integration and synergy realization for add‑on M&A

Liaise between investment teams and portfolio finance to align on priorities and value drivers

Partner with GO peers (GTM, People, Tech) on cross‑functional transformation

Support diligence and post‑close value creation plans for new platforms and add‑ons

Recruit, assess, and onboard CFOs/VPs of Finance across the portfolio

Mentor first‑time CFOs; raise the bar for finance talent at all levels

Build a vetted bench of interim/fractional/advisory finance leaders

Co‑create a Finance Center of Excellence: tools, templates, vendors, benchmarks

Qualification

Finance leadershipPE-backed experienceSaaS revenue operationsERP/FP&A systemsM&A integrationCross-functional collaborationHigh EQStructured thinkerProblem solverAdaptable

Required

15+ years progressive finance leadership; at least one seat as CFO or divisional SVP Finance

PE‑backed, growth‑stage experience; multi‑site or multi‑entity preferred

Cross‑model fluency: essential services, consumer multi‑unit, and SaaS/recurring revenue

Entrepreneurial builder who pilots, iterates, and scales modern finance tech—ERP/FP&A/billing, automation, and AI/analytics—to deliver real‑time insight and operational leverage, with strong controls and responsible‑AI practices

Experience with platforms such as NetSuite / MS Dynamics 365 / SAP S/4, Adaptive/Anaplan/Planful, Zuora/Chargebee, Tableau/Power BI/Snowflake (or similar)