Director - Portfolio Operations

Current; New York (NY); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health, Dental, Vision insurance

Life and disability insurance

401(k) with employer contributions

Learning & development access

Professional growth opportunities

Job summary

Current seeks a Director, Portfolio Operations in New York to drive transformational initiatives across a portfolio of firms, diagnosing performance issues, crafting improvement plans, and guiding execution to boost EBITDA and cash flow.

You will partner with Managing Partners, COOs, regional leaders, and functional chiefs to align efforts, design organization changes, implement processes and technology, and monitor realized benefits over time.

Qualifications

• 8+ years of experience in restructuring, performance improvement, transformation, or operations leadership.
• Proven track record leading transformations with EBITDA, margin, or working-capital improvements.
• Strong financial acumen and fluency in P&L analysis and performance metrics.
• Experience leading multi-workstream initiatives from diagnosis to implementation.
• Executive presence with ability to influence senior stakeholders without authority.
• Bachelor's degree in Business, Finance, Accounting, Economics, Engineering, or related field.
• Willingness to travel and embed on-site with portfolio firms for extended periods.

Responsibilities

• Lead transformation, restructuring, and turnaround initiatives within portfolio firms.
• Diagnose root causes of financial and operational underperformance via analysis and leadership engagement.
• Develop actionable transformation plans with initiatives, owners, milestones, and targets.
• Drive implementation from diagnosis to execution and sustain benefits.
• Identify opportunities to improve EBITDA, margins, realization, and working capital.
• Build and manage integrated workplans, milestones, risks, and reporting.
• Collaborate with Managing Partners, COOs, and regional leaders for alignment.
• Lead organizational design, process improvements, and operating model initiatives as needed.
• Track realized benefits against business case and intervene if needed.
• Establish routines and controls to sustain improvements after engagements.

Skills

8+ years experience

Executive presence

Financial acumen

P&L analysis

Transformation leadership

Stakeholder influence

Travel readiness

On-site embedding

Education

Bachelor's degree in business/finance

Tools

P&L analysis tools

Job description

About The Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

About The Role

The Director, Portfolio Operations is responsible for improving the financial and operational performance of firms across our portfolio. This role is deployed into priority firms for defined transformation engagements, working directly with firm and regional leadership to diagnose performance issues, develop improvement plans, and drive execution through measurable results. The Director will focus on EBITDA expansion, margin improvement, cash flow, organizational effectiveness, and sustainable operating practices. This is a hands‑on transformation role requiring strong financial acumen, structured problem solving, program leadership, and the ability to influence senior stakeholders without direct authority.

Responsibilities

• Lead transformation, restructuring, and turnaround initiatives within portfolio firms.
• Diagnose root causes of financial and operational underperformance through P&L analysis, operational data, and leadership engagement.
• Develop actionable transformation plans with clear initiatives, owners, milestones, financial targets, and expected benefits.
• Drive implementation from initial diagnostic through execution, benefit realization, and sustained adoption.
• Identify opportunities to improve EBITDA, margins, realization, utilization, staffing leverage, working capital, and cost structure.
• Build and manage integrated workplans, workstreams, milestones, dependencies, risks, and executive reporting.
• Partner closely with Managing Partners, COOs, Regional Leadership, and functional leaders to build alignment and accountability.
• Lead organizational design, right-sizing, process improvement, technology implementation, workforce planning, and operating model initiatives as needed.
• Track realized financial benefits against the transformation business case and intervene when initiatives fall behind.
• Establish operating routines, controls, and performance measures that sustain improvements after an engagement concludes.

Qualifications

Basic Qualifications

• 8+ years of experience spanning restructuring, performance improvement, transaction advisory, transformation, or operations leadership.
• Demonstrated experience leading business transformations or turnarounds that produced measurable EBITDA, margin, or working-capital improvement.
• Strong financial acumen and fluency in P&L analysis and operational performance metrics.
• Experience personally leading complex, multi-workstream initiatives from diagnosis through implementation.
• Strong executive presence and ability to influence senior stakeholders without direct authority.
• Bachelor's degree in Business, Finance, Accounting, Economics, Engineering, or a related field.
• Willingness to travel and embed on-site with portfolio firms for extended periods.

Preferred Qualifications

• Experience with Alvarez & Marsal, AlixPartners, FTI Consulting, Big Four advisory, or a comparable performance‑improvement organization.
• Experience in professional services, private equity portfolio operations, or another people‑intensive services business.
• Fluency in realization, utilization, leverage, WIP, and working‑capital dynamics.
• MBA or other relevant advanced degree.
• Experience with M&A integrations, carve‑outs, enterprise technology implementations, or AI‑enabled process improvement.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We Provide a Robust Benefits Package, Including

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.