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Greybull Stewardship · 1 month ago

Operating Partner, Finance & Planning

United States

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

Greybull Stewardship is a US-based private investment firm dedicated to helping smaller, established businesses scale toward their full potential. The Operating Partner, Finance & Planning will lead the transformation and improvement of finance and accounting functions across Greybull’s portfolio companies, focusing on building robust FP&A capabilities and supporting strategic planning.

Financial Services

Hiring Manager

Jennifer Hiatt

Responsibilities

Set up and upgrade core accounting processes: chart of accounts, accrual policies, monthly close, and consolidations for multi-entity structures

Develop and implement processes and systems required for a robust FP&A function at the portfolio company level, including budgeting, forecasting, variance analysis, and business decision support

Recruit, assess, and support finance and accounting talent at portfolio companies

Temporarily manage finance/accounting functions at portfolio companies during periods of transition

Serve as an advisor and coach to portfolio company CFOs, Finance Directors, and Controllers, providing guidance on best practices and strategic financial management

Participate in strategy and planning work for each company, collaborating with senior leaders

Support debt financing and add-on acquisitions

Design and implement standardized frameworks for key shared services—including insurance and banking—across all portfolio companies

Present financial information and insights at twice-yearly portfolio reviews; prepare deep-dive analyses and actionable recommendations

Lead the quarterly valuation process for each portfolio company, including DCF and public comps roll-forward, forecast updates, and discount rate analysis

Support the development of frameworks, playbooks, and processes for portfolio company support across all functions

Manage and optimize the system of record (Chronograph) for portfolio company financials, ensuring efficient data upload and output generation

Contribute to new investment decision-making as needed

Coordinate with management company CFO function and fund administrators as needed

Qualification

FP&A expertiseAccounting expertiseLeadership experienceCFO experienceFinancial analysisVirtual managementRelationship buildingTeam managementTime management

Required

Bachelor's degree required

Minimum of 10 years of leadership experience, including at least five years in a CFO or senior finance role in businesses similar to those in the Greybull portfolio

Experience in companies that grew from less than $5 million in EBITDA to much bigger companies

Expertise in accounting, auditing, and FP&A for both smaller and mid-market businesses

Proven ability to build strong relationships and influence financial accountability without direct supervision

Experience managing internal and external teams, including outsourced providers

Ability to effectively manage multiple priorities under time constraints

Comfortable working and managing in a virtual environment