Chief Financial Officer – Portfolio Operations

East 57th Street Partners; United States; Remote; USD 200,000 - 300,000; Full time

Benefits offered by this job

Competitive base salary

Annual bonus

Equity participation

Job summary

A leading private equity firm is seeking an experienced Chief Financial Officer for Portfolio Operations. The role demands a proven CFO with a track record in private equity, focusing on financial operations and M&A execution across a growing portfolio. Candidates should have at least two successful exits and extensive experience in financial transformation. This impactful position offers a competitive salary, bonuses, and equity participation, with a flexible remote work environment prioritized for Dallas-Fort Worth, Austin, or Houston areas.

Qualifications

• Must have been a sitting CFO with 2+ successful exits in private equity–backed environments.
• Extensive hands-on experience with add-on M&A, integration playbooks, and systems/process harmonization.
• Proven ability to drive EBITDA growth, operational efficiency, and scalable financial processes.

Responsibilities

• Establish a repeatable financial operating model and scalable infrastructure across portfolio companies.
• Lead finance workstreams for add-on transactions — from diligence through synergy capture and integration.
• Partner with CEOs, CFOs, and Operating Partners to enhance cash flow, EBITDA performance, pricing, and working capital.

Skills

CFO experience

M&A execution

Leadership

Financial processes

Operational efficiency

Education

Bachelor’s degree in Finance or Accounting

CPA

MBA

Job description

Direct message the job poster from East 57th Street Partners

CFO Advisory | Private Equity | Finance Transformation | M&A | CPA | Football Coach | Author | “You can’t steal second base with your foot still on…

Location: Remote — Preference for candidates located in the Dallas–Fort Worth, Austin, or Houston metro areas

Travel: 40–50% to portfolio company sites and firm offices

Compensation: Competitive base salary + annual bonus + equity participation

About the Firm

Our client is a leading private equity firm with 18 active portfolio companies and a strategic plan to scale oversight to 25+ companies in the near term. The firm is focused on disciplined value creation, M&A execution, and scalable operational excellence. Strengthening and standardizing finance capabilities across the portfolio is a top strategic priority as the platform continues aggressive growth.

Position Overview

The Chief Financial Officer – Portfolio Operations will serve as the senior-most finance leader within the value creation team. Acting as the “CFO to the CFOs,” this individual will design and implement a Center of Excellence for financial operations, reporting standards, and M&A execution across the portfolio.

This role requires a proven PE-backed CFO with extensive expertise leading add-on acquisitions, post-merger integration, and at least two successful exits. The ideal candidate can operate at the strategic level while also rolling up their sleeves alongside portfolio finance teams to drive results.

Key Responsibilities

• Finance Transformation Leadership: Establish a repeatable financial operating model and scalable infrastructure across portfolio companies
• M&A Execution: Lead finance workstreams for add-on transactions — from diligence through synergy capture and integration
• Value-Creation Planning: Partner with CEOs, CFOs, and Operating Partners to enhance cash flow, EBITDA performance, pricing, and working capital
• Portfolio Oversight: Implement standardized reporting, KPIs, forecasting tools, monthly close cadence, and audit readiness best practices
• CFO Partnership: Coach, mentor, and directly influence portfolio CFO capabilities to improve execution and financial discipline
• Board-Level Engagement: Provide guidance on capital structure, exit readiness, and strategic initiatives across all companies
• Talent Evaluation: Assess and upgrade finance leadership when needed to support scale and transformation
• Governance + Compliance: Promote control environment maturity while driving speed and accuracy in decision‑making

Qualifications

• Must have been a sitting CFO with 2+ successful exits in private equity–backed environments
• Extensive hands‑on experience with add‑on M&A, integration playbooks, and systems/process harmonization
• Proven ability to drive EBITDA growth, operational efficiency, and scalable financial processes
• Strong leadership presence with the confidence and credibility to influence CEOs, CFOs, and investment leaders
• Deep understanding of middle‑market operating challenges and value‑creation levers
• Bachelor’s degree in Finance, Accounting, or related field required; CPA and/or MBA strongly preferred

Why Join

This is a high‑impact, highly visible executive role — shaping how finance operates across a rapidly scaling portfolio. The CFO – Portfolio Operations will build the platform’s long‑term financial excellence, drive value creation, and influence outcomes that directly support investor returns.

You will be the strategic architect behind how the portfolio accelerates growth — and the operational leader who ensures it happens.

Seniority level

• Executive

Employment type

• Full‑time

Job function

• Accounting/Auditing, Finance, and General Business
• Industries: Business Consulting and Services and Venture Capital and Private Equity Principals