Director, Portfolio Finance & Operations

InforCapital; Chicago (IL); Hybrid; USD 175,000 - 205,000; Full time

Job summary

Energize Capital is seeking a Director of Portfolio Finance & Operations to guide its climate software portfolio companies on financial management and value creation at its Chicago headquarters.

The role oversees portfolio-level finance, advises CFOs/CEOs on budgeting and capital strategy, and leads the Portfolio Finance & Operations team. The candidate will drive diligence, reporting, and finance best practices across the portfolio.

Qualifications

• 13+ years in transaction advisory, finance, or value creation.
• 5+ years in deal advisory with exposure to 10+ transactions.
• Deep expertise in SaaS/software metrics (ARR, retention, unit economics).
• Experience leading teams and managing consulting relationships.
• Strong professional network in finance and operations.
• Chicago-based; in-office Monday–Thursday.

Responsibilities

• Oversee portfolio-level financial management and value creation initiatives.
• Advise portfolio company CFOs and CEOs on budgeting, capital strategy, and transaction readiness.
• Lead the Portfolio Finance & Operations team.
• Support complex financial due diligence on new investments.
• Oversee quarterly performance reporting and financial analytics.
• Develop finance best practices and processes across the portfolio.

Skills

SaaS business models

Financial management

Budgeting

Capital strategy

Transaction readiness

Financial analytics

Team leadership

Job description

LocationChicago, United StatesCompensation$175,000 – $205,000 plus performance bonus## About This Role**Energize Capital** is seeking a Director of Portfolio Finance & Operations to guide its climate software portfolio companies on financial management and value creation at its Chicago headquarters.**About Energize Capital**Energize Capital is a growth equity and venture capital firm focused on climate software companies, backing technology-driven businesses in the energy transition.**Key Responsibilities**- Oversee portfolio-level financial management and value creation initiatives- Advise portfolio company CFOs and CEOs on budgeting, capital strategy, and transaction readiness- Lead the Portfolio Finance & Operations team- Support complex financial due diligence on new investments- Oversee quarterly performance reporting and financial analytics- Develop finance best practices and processes across the portfolio**Requirements**- 13+ years in transaction advisory, finance, or value creation roles- 5+ years in deal advisory with exposure to 10+ transactions- Deep expertise in SaaS/software business models (ARR, retention, unit economics)- Experience overseeing consulting relationships and leading teams- Strong network among finance and operations professionals- Chicago-based; in-office Monday–Thursday**Compensation**$175,000 – $205,000 base salary plus performance bonus.