Private Equity Portfolio Growth Manager

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, 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.