Portfolio Value-Creation Manager | Strategy, Finance & Ops

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

Job summary

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.

Qualifications

• 4–8 years of experience in finance transformation, transaction advisory, financial due diligence, strategic finance, or management consulting.
• 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 with private equity‑backed businesses, transformation initiatives, or M&A environments is highly desirable.
• Advanced Excel skills required; Power BI or other BI tools 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 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.

Skills

Financial modeling

Budgeting & forecasting

ROI analyses

Project management

Executive communication

PE/M&A experience

Advanced Excel

Education

Bachelor's degree

MBA

CPA

Tools

Power BI

Excel

Financial systems

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.