Operating Director, Value Creation

Bloom Equity Partners; New York (NY); Sur place; USD 200 000 - 260 000; Plein temps

Avantages offerts par ce poste

Annual discretionary bonus

Résumé du poste

Bloom Equity Partners in New York seeks an Operating Director, Value Creation to lead end-to-end M&A integrations, capture synergies, and deliver value creation initiatives from close through exit. The role spans finance, GTM, HR, technology, and legal entities across multiple countries as needed.

You will work directly with portfolio company executives, build KPI dashboards, and develop playbooks and tools for the Bloom operations toolkit.

Qualifications

• 8–12 years in private equity portfolio operations, PE-backed portfolio companies, consulting, or corporate development.
• Led at least one end-to-end M&A integration (IMO lead or integration manager).
• Strong financial modeling in Excel, including synergy models, operating budgets, and EBITDA bridges.
• Ability to build clear, board-quality presentations in PowerPoint.
• Comfortable managing multiple workstreams and stakeholders with limited supervision.
• Bachelor's degree in finance, economics, business, engineering, or related field.

Responsabilités

• Lead the IMO for bolt-on acquisitions from pre-close planning through Day 1, 100 days, and full integration.
• Direct functional workstream leads (finance, HR, IT, legal entity, GTM, product) and track milestones, dependencies, and risks.
• Lead pre-close diligence integration: org mapping, systems overlap, contract review, Day 1 readiness.
• Prepare integration status reporting for Bloom partners, portfolio company leadership, and boards.
• Build synergy models and track realized vs planned synergies; reflect in budgets and EBITDA bridges.
• Develop value creation plans with defined initiatives, owners, KPIs, and timelines.
• Create KPI dashboards and scorecards for operating reviews and LP updates.
• Support portfolio company CEOs, CFOs, and function leaders on priority projects.

Connaissances

Financial modeling

Executive communication

Project management

Cross-border experience

M&A integration leadership

Formation

Bachelor's degree in finance/economics/business/engineering

MBA (preferred)

Outils

Excel

PowerPoint

HubSpot

Salesforce

Description du poste

Operating Director, Value Creation

About Bloom Equity Partners

Bloom Equity Partners is a lower-middle-market private equity firm investing in enterprise software and tech-enabled B2B services. The Bloom operations team works hands-on with portfolio company leadership to execute value creation plans, integrate bolt-on acquisitions, and build scalable operating infrastructure across North America, Europe, and Asia-Pacific.

Role overview

The Operating Director, Value Creation works alongside the Bloom operations team and portfolio company executives to plan and execute M&A integrations, capture cost and revenue synergies, and deliver value creation initiatives from close through exit. The role carries the scope of a director of M&A integration: this person leads integrations end to end, owns the synergy case, and works directly with portfolio company executives to deliver it.

This is a generalist operating role with exposure to every functional area of a portfolio company, including finance, go-to-market, HR, technology, and legal entity structure, often across multiple countries at once.

Key responsibilities

M&A integration

• Lead the integration management office (IMO) for bolt-on acquisitions, from pre-close planning through Day 1, the first 100 days, and full integration.
• Direct functional workstream leads (finance, HR, IT, legal entity, GTM, product) and track milestones, dependencies, and risks.
• Lead the integration workstream of pre-close diligence: organizational mapping, systems and vendor overlap, contract review, and Day 1 readiness.
• Prepare integration status reporting for Bloom partners, portfolio company leadership, and boards.

Cost and revenue synergies

• Build synergy models that quantify cost opportunities (headcount, vendor and software consolidation, facilities, entity rationalization) and revenue opportunities (cross-sell, pricing, packaging).
• Establish synergy baselines, owners, and tracking; report realized versus planned synergies on a regular cadence.
• Partner with portfolio company finance teams to reflect synergies in budgets, forecasts, and EBITDA bridges.

Value creation

• Translate investment theses into value creation plans with defined initiatives, owners, KPIs, and timelines.
• Run analyses on pricing, sales productivity, customer retention, organizational design, and operating cost structure.
• Build and maintain KPI dashboards and scorecards used in operating reviews and board meetings.
• Contribute to quarterly board decks and LP-facing portfolio updates.

Portfolio support

• Work directly with portfolio company CEOs, CFOs, and functional leaders on priority projects.
• Support reorganizations, workforce planning, and operating model design, including in non-US jurisdictions.
• Develop repeatable playbooks, templates, and tools the operations team can reuse across the portfolio.

Qualifications

Required

• 8–12 years of experience across private equity portfolio operations, PE-backed portfolio companies, management consulting, transaction advisory, or corporate development.
• Has led at least one M&A integration end to end, as IMO lead or integration manager, at a PE-backed portfolio company or acquirer.
• Strong financial modeling skills in Excel, including synergy models, operating budgets, and EBITDA bridges.
• Ability to build clear, board-quality presentations in PowerPoint.
• Comfortable managing multiple workstreams and stakeholders at once with limited supervision.
• Bachelor's degree in finance, economics, business, engineering, or a related field.

Preferred

• Has led multiple bolt-on integrations, including integrations running in parallel.
• Experience in enterprise software or tech-enabled B2B services.
• Exposure to cross-border integrations and multi-entity structures (UK, EU, APAC).
• Familiarity with SaaS metrics (ARR, NRR, CAC payback, gross margin) and CRM data (HubSpot or Salesforce).
• Experience using AI tools to accelerate analysis, reporting, or operating workflows.
• MBA or equivalent advanced degree.

What success looks like in the first year

• Has led at least one bolt-on acquisition from Day 1 through full integration, with synergy delivery tracked against plan.
• Synergy targets have named owners, baselines, and a reporting cadence that portfolio company leadership and Bloom partners rely on.
• Has delivered at least one value creation analysis that led to a decision by a portfolio company CEO or board.
• Has contributed reusable templates (IMO plan, synergy model, Day 1 checklist) to the Bloom operations toolkit.
• Is trusted by portfolio company executives as a day-to-day working partner.

Location, compensation, and reporting line

• Location: In office, New York, NY.
• Base salary: $200,000–$260,000 per year. Final base salary within this range depends on experience and qualifications.
• Bonus: Eligible for an annual discretionary performance bonus.
• Travel: Regular travel to portfolio companies, including international travel (open question: expected percentage).
• Reports to: Senior Operating Partner