Boutique Recruiting · 1 week ago
VP, Portfolio Finance Operations- PE Group
Boutique Recruiting is representing one of the world’s leading private equity firms focused on software and technology, seeking a Vice President of Portfolio Finance Operations. This role involves partnering with CFOs and finance leaders to optimize financial processes, guide integrations, and build reporting structures for enterprise SaaS companies.
Responsibilities
Partner with portfolio company CFOs and finance teams to elevate financial operations and performance
Lead initiatives around budgeting, forecasting, and KPI reporting to drive portfolio-wide insights
Oversee carve-outs, M&A integrations, and exit readiness across multiple software companies
Build and implement scalable financial reporting tools, analytics, and dashboards
Step in as interim finance leader when needed for portfolio companies
Manage and enhance portfolio-wide use of Chronograph and other analytics platforms
Support ERP and system implementations
Collaborate with investment and operating teams to assess and monitor portfolio company performance
Mentor junior team members and contribute to firm-wide best practices sessions
Qualification
Required
6 - 8 years of experience in finance, accounting, or consulting
Must currently work within a private equity group
Expertise in financial modeling, forecasting, and analytics
Deep understanding of SaaS business models, revenue recognition, and metrics
Proven experience in M&A integration, carve-outs, and operational transformation
Strong communication and presentation skills; confident working directly with executive leadership
High EQ, low ego, collaborative, polished, and highly adaptable
Willingness to travel up to 20%
Preferred
CPA preferred
MBA or advanced finance degree from a top-tier school strongly valued
Benefits
Equity Carry
100% employer-paid medical insurance
401(k) with company match
Generous PTO
Annual firm-wide retreat in Cabo
Soft close between Christmas and New Year
Company
Boutique Recruiting
Boutique Recruiting provides staffing, employment, temporary and permanent recruiting services for the accounting and finance sectors.
Funding
Current Stage
Growth StageRecent News
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