Portfolio Operations Transformation Lead

Multiplier Holdings

United States

On-site

USD 180,000 - 240,000

Full time

8 days ago

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Multiplier Holdings in San Francisco, CA seeks a highly analytical operator and coach to own operational excellence across portfolio firms. You will define standards for core processes—delivery, staffing, onboarding, billing and reporting—and partner with firm leaders and our PX team to close gaps and ensure measurable success.

Before acquisition, you benchmark prospective firms and shape a realistic profitability transformation plan; after close, you turn that plan into action and continuously

Qualifications

  • Ability to read P&L, balance sheet and cash flow and link to operations.
  • Experience turning analysis into actionable operating improvements.
  • Strong interpersonal skills to build trust with portfolio leaders.
  • Knowledge of AI tools to improve workflows is a plus.

Responsibilities

  • Define operating standards for portfolio firms and track owners and success metrics.
  • Benchmark prospective and acquired firms pre- and post-close and build profitability plans.
  • Lead cross-firm initiatives like consolidations, shared services and process redesign.
  • Partner with PX, Finance and firm leaders to implement changes and measure impact.
  • Develop playbooks and training to embed new processes across firms.

Skills

Financial analysis
Operational optimization
Cross-functional leadership
Strategic planning
Stakeholder management
Travel willingness

Job description

Multiplier Holdings in San Francisco, CA seeks a highly analytical operator and coach to own operational excellence across portfolio firms. You will define standards for core processes—delivery, staffing, onboarding, billing and reporting—and partner with firm leaders and our PX team to close gaps and ensure measurable success.

Before acquisition, you benchmark prospective firms and shape a realistic profitability transformation plan; after close, you turn that plan into action and continuously

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Portfolio Operations & Transformation Lead
Portfolio Operations & Transformation Lead

Multiplier Holdings • San Francisco (CA)

On-site
USD 150,000 - 210,000
Portfolio Operations Lead
Portfolio Operations Lead

Multiplier Holdings • San Francisco (CA)

On-site
USD 150,000 - 210,000
Portfolio Operations Associate: Accelerate Value Creation
Portfolio Operations Associate: Accelerate Value Creation

Charles Aris Inc. • Burlingame (CA)

On-site
USD 80,000 - 100,000
Portfolio Operations Partner
Portfolio Operations Partner

Confidencial • United States

On-site
USD 150,000 - 250,000
Portfolio Operations Lead
Portfolio Operations Lead

Multiplier Holdings • United States

On-site
USD 180,000 - 240,000
Director of Portfolio Transformation
Director of Portfolio Transformation

Current • New York (NY)

On-site
USD 180,000 - 280,000
Health, Dental, Vision insurance
Life and disability insurance
401(k) with employer contributions
+2
Portfolio Operations Leader – Scale Markets & Impact
Portfolio Operations Leader – Scale Markets & Impact

Welcome Pickups • Ohio

Hybrid
USD 90,000 - 130,000
Vibrant and fresh work environment
Flexible work-from-home policy
The tools you need to perform daily
+4
Client Portfolio Lead — Builder of Scalable Ops
Client Portfolio Lead — Builder of Scalable Ops

Supporting Strategies • Atlanta (GA)

On-site
USD 90,000 - 120,000
Program Operations Lead - Hybrid, Equity Included
Program Operations Lead - Hybrid, Equity Included

Keep Company • Bethesda (MD)

Hybrid
USD 72,000 - 88,000
Equity
Medical, dental, vision
401k
+2
Hybrid Senior Portfolio Operations Leader
Hybrid Senior Portfolio Operations Leader

Focus Partners Wealth • Chicago (IL)

Hybrid
USD 100,000 - 150,000
Medical insurance
Dental insurance
Vision insurance
+2