Energize Capital · 6 days ago
Director of Portfolio Finance & Operations
Chicago, IL
Full-time
Onsite
Director/Executive
$175K/yr - $205K/yr
15+ years expEnergize Capital is a leading, multi-stage investor focused on capitalizing the transition to a digitized and decarbonized economy. The Director of Portfolio Finance & Operations will lead the finance-focused pillar of Energize’s EDGE value creation team, partnering with the investment team and portfolio of climate software companies to support value creation and risk mitigation initiatives.
Venture Capital & Private Equity
Responsibilities
Maintain strong, trust-based relationships with CFOs, CEOs and other senior finance leaders across the portfolio
Mentor and advise portfolio finance teams, helping them strengthen processes, systems, and strategic finance capabilities
Conduct financial and operational plan reviews and provide targeted recommendations to improve performance
Occasionally step into interim or advisory operating roles within portfolio companies during moments of transition, growth, or need
Review financial models, data rooms, and reporting packages prepared by portfolio companies in advance of fundraising or M&A
Help advise and prepare companies to optimize exit value and prepare for M&A events
Lead the CFO Working Group, fostering a community of learning, best-practice sharing, and functional excellence
Create and deliver playbooks, training programs, and repeatable frameworks for finance and operations maturity
Oversee and manage relationships with external consulting partners and advisors, ensuring alignment with firm and portfolio priorities
Oversee ongoing quarterly portfolio performance reporting to ensure accuracy, consistency, and insights that inform LP reporting and drive firm-wide decision-making around asset management
Support the portfolio health and asset management process in close partnership with the Head of EDGE and investment team, ensuring timely visibility into company performance and emerging risks
Review and provide feedback on annual plans, budgets, and forecasts across the portfolio
Partner with the investment team on complex due diligence—particularly around revenue modeling, operational maturity, and financial structure of SaaS and software companies
Develop, coach, and manage the Portfolio Finance & Operations team—including the Senior Portfolio Finance Manager and Portfolio Data Analyst
Collaborate closely with the Head of EDGE to align finance-focused initiatives with broader value creation goals
Partner with the investment team to enhance monitoring processes, identify early warning signals, and surface opportunities for support
Work cross-functionally with data, operations, and technology resources to strengthen reporting systems and analytical capabilities
Prioritize EDGE finance-related initiatives and allocate team resources effectively
Qualification
Required
15+ years of experience in finance, operations, strategy, or value creation roles
Deep expertise in software/SaaS business models, including ARR, retention, segmentation, and unit economics
Experience in early-stage SaaS finance operations, including building FP&A processes, revenue modeling, and implementing financial systems
Prior experience in a VC or PE portfolio operations role preferred
Experience working with later-stage companies and overseeing consulting relationships
Robust network of finance, operations, and SaaS leaders
Benefits
Comprehensive health, vision, dental, and HSA from day one of employment
401k matching
Generous paid time off in addition to 10 company holidays and a flexible winter holiday schedule
Market-leading parental leave policy and family planning benefits
Health club reimbursement
Continuing education stipend
Lunch provided on in-office days
Daily Coffee stipend for in-office days
Company
Energize Capital
Energize Capital invests in climate solutions with ambition.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Katie McClain
Partner & COO
Juan Muldoon
Partner
Recent News
2025-09-23
vcnewsdaily.com
2025-09-19
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