PE Portfolio Support Manager (FP&A, Office of the CFO)

Pinnacle Executive Search Co.; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Pinnacle Search, in partnership with a premier private equity investment firm, seeks a Manager, Portfolio Support to drive value creation across a portfolio of middle-market businesses. You will work with portfolio leadership to lead strategic finance and operational initiatives at multiple companies.

You will analyze financial performance, support FP&A processes, and lead finance transformations including AI-enabled automation.

Qualifications

• 4 to 8 years of experience in finance transformation, transaction advisory, financial due diligence, strategic finance, or management consulting, ideally at PE-backed firms.
• Strong financial modeling and analytical capabilities with experience evaluating business performance and investment opportunities.
• Experience supporting budgeting, forecasting, business cases, ROI analyses, or finance process improvements.
• Excellent project management skills with the ability to manage multiple workstreams.
• Comfortable presenting findings and recommendations to senior executives and cross-functional leadership teams.
• Experience with PE-backed businesses, transformation initiatives, or M&A environments is highly desirable.
• Advanced Excel skills; Power BI or other BI tools are a plus.
• Bachelor's degree required; MBA, CPA, or other advanced credentials are a plus.

Responsibilities

• Analyze financial performance, forecasts, cash flow, and key business drivers to identify value creation opportunities.
• Support budgeting, forecasting, financial modeling, ROI analyses, and FP&A process improvements across multiple portfolio companies.
• Lead finance transformation initiatives, including process redesign, systems implementations, and AI-enabled automation efforts.
• Manage complex cross-functional projects spanning finance, operations, technology, and commercial teams.
• Partner with executive leadership on strategic initiatives, operational improvements, and organizational scaling.
• Support M&A activities, including integrations, carve-outs, and finance-related transaction initiatives.
• Develop executive-level presentations and analyses for senior leadership and investment professionals.
• Build trusted relationships with CFOs, CEOs, and functional leaders while serving as a strategic advisor throughout the investment lifecycle.

Skills

Financial modeling

Budgeting & forecasting

Project management

Executive-level presentation

Analytical capabilities

Cross-functional collaboration

Excel proficiency

PE/M&A experience

Education

Bachelor's degree

MBA or CPA preferred

Tools

Power BI

Excel

Financial systems

BI tools

Job description

Pinnacle Search is partnering with a premier private equity investment firm to identify a Manager, Portfolio Support who will work directly with portfolio company leadership teams to drive value creation across a diverse portfolio of middle-market businesses.

This is a highly visible opportunity to partner with C-suite executives, lead strategic finance and operational initiatives, and help transform businesses throughout the investment lifecycle. The ideal candidate enjoys solving complex business problems, working across functions, and balancing strategic thinking with hands-on execution.

What You'll Do

As a Manager, Portfolio Support, you'll partner closely with investment professionals and portfolio company leadership to improve performance, accelerate growth, and execute high-impact initiatives.

Key responsibilities include:

• Analyze financial performance, forecasts, cash flow, and key business drivers to identify value creation opportunities.
• Support budgeting, forecasting, financial modeling, ROI analyses, and FP&A process improvements across multiple portfolio companies.
• Lead finance transformation initiatives, including process redesign, systems implementations, and AI-enabled automation efforts.
• Manage complex cross-functional projects spanning finance, operations, technology, and commercial teams.
• Partner with executive leadership on strategic initiatives, operational improvements, and organizational scaling efforts.
• Support M&A activities, including integrations, carve-outs, and finance-related transaction initiatives.
• Develop executive-level presentations and analyses for senior leadership and investment professionals.
• Build trusted relationships with CFOs, CEOs, and functional leaders while serving as a strategic advisor throughout the investment lifecycle.

What We're Looking For

• 4 to 8 years of experience in finance transformation, transaction advisory, financial due diligence, strategic finance, or management consulting, ideally gained at a top-tier or boutique consulting or advisory firm serving private equity-backed businesses and their executive leadership teams.
• Strong financial modeling and analytical capabilities with experience evaluating business performance and investment opportunities.
• Experience supporting budgeting, forecasting, business cases, ROI analyses, or finance process improvements.
• Excellent project management skills with the ability to manage multiple workstreams simultaneously.
• Comfortable presenting findings and recommendations to senior executives and cross-functional leadership teams.
• Experience working with private equity-backed businesses, transformation initiatives, or M&A environments is highly desirable.
• Advanced Excel skills required; experience with Power BI, financial systems, or business intelligence tools is a plus.
• Bachelor's degree required; MBA, CPA, or other advanced credentials are a plus.

Why This Opportunity?

This is a unique opportunity to move beyond traditional finance or consulting and play a direct role in creating value across a portfolio of high-growth businesses. You'll work alongside experienced private equity professionals while gaining broad exposure to finance, operations, strategy, technology transformation, and executive leadership.

If you enjoy solving challenging business problems, partnering with senior executives, and making a measurable impact across multiple organizations, we'd love to hear from you.