Senior Associate, Finance & Operations, Value Creation

LLR Partners; Philadelphia (Philadelphia County); On-site; USD 120,000 - 160,000; Full time

Job summary

LLR Partners seeks a Senior Associate, Finance & Operations to join the Value Creation Team. You will partner with CFOs to uncover opportunities to improve growth, profitability, cash flow, and operational performance across software and tech-enabled portfolio companies.

You will drive financial analyses, build business cases, and lead cross-functional project management for transformation initiatives and M&A integration, traveling up to 25–50% as needed.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business or related field.
• MBA or other advanced degree is a plus.
• 4–8 years of relevant experience in consulting, finance, transaction services, strategic finance, business operations, performance improvement, private equity value creation, or related fields.
• Strong financial analysis, problem-solving, and project management skills.
• Willingness to travel to portfolio companies (up to 25–50% of time).

Responsibilities

• Support Finance & Operations value creation initiatives across the portfolio.
• Partner with CFOs and management teams to identify opportunities to improve growth, profitability, cash flow, and operational performance.
• Develop financial analyses, business cases, reporting frameworks, and actionable recommendations.
• Drive execution of operational improvement and transformation initiatives.
• Support strategic initiatives and M&A integration planning and execution.
• Lead project management activities, including workplan development, milestone tracking, and stakeholder coordination.
• Bring structure and execution discipline to complex, cross-functional initiatives.
• Develop and share Finance & Operations playbooks, tools, and best practices across the portfolio.
• Support internal portfolio reviews and other value creation initiatives.

Skills

Financial analysis

Project management

Stakeholder management

Communication

Data synthesis

Education

Bachelor’s degree in Finance, Accounting, Economics, Business

MBA or related advanced degree

Job description

LLR Partners is seeking a Senior Associate, Finance & Operations professional to join its Value Creation Team (VCT). The VCT partners with LLR investment teams and portfolio company management teams to accelerate growth and improve performance across the portfolio.

Reporting to the Director, Finance & Operations, the Senior Associate will support Finance & Operations value creation initiatives across LLR’s portfolio companies. The primary focus of the role is helping CFOs and management teams identify and execute opportunities to improve financial and operational performance through analysis, recommendation development, and implementation support.

The Senior Associate will also support strategic projects across the portfolio, including business transformation initiatives, M&A integrations, and other cross-functional efforts that require strong analytical and project management capabilities.

This is an opportunity to work directly with portfolio company leadership teams and play a meaningful role in driving value creation across a diverse portfolio of growing software and technology-enabled businesses.

Accountabilities

Finance & Operations Value Creation

• Support Finance & Operations value creation initiatives across the portfolio
• Partner with CFOs and management teams to identify opportunities to improve growth, profitability, cash flow, and operational performance
• Develop financial analyses, business cases, reporting frameworks, and actionable recommendations
• Drive execution of operational improvement and transformation initiatives

Support Projects and M&A Integration

• Support strategic initiatives and special projects across portfolio companies
• Assist with M&A integration planning and execution
• Lead project management activities, including workplan development, milestone tracking, and stakeholder coordination
• Bring structure and execution discipline to complex, cross-functional initiatives

Best Practices and Playbooks

• Develop and share Finance & Operations playbooks, tools, and best practices across the portfolio
• Support internal portfolio reviews and other value creation initiatives
• Help identify emerging technologies and AI-enabled capabilities that can improve business performance and decision-making

Skills and Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
• MBA or other relevant advanced degree is a plus
• 4-8 years of relevant experience in consulting, finance, transaction services, strategic finance, business operations, performance improvement, private equity value creation, or related fields
• Strong financial analysis, problem-solving, and project management skills
• Ability to synthesize data, develop actionable recommendations, and drive execution
• Strong communication and stakeholder management capabilities
• Ability to work effectively with executives and management teams
• Willingness to travel to portfolio companies (up to 25-50% of time)

About LLR Partners

LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies within the knowledge economy. Founded in 1999 and headquartered in Philadelphia, LLR has raised over $7.5 billion across seven funds and has partnered with over 130 companies. LLR believes in creating value through partnership by providing flexible capital, strategic guidance, and sector insight to help companies grow every day.