Vice President, Portfolio Operations

Tiverton Advisors • Los Angeles, CA

5d • $175,000 - $225,000

About The Position

Tiverton is seeking a proactive and resourceful Vice President, Portfolio Operations, to lead and own budgeting, forecasting, and performance reporting across its portfolio companies. The role owns the planning calendar, rolling forecast, weekly cash forecast, and monthly reporting package for various portfolio companies. The position calls for a strong problem solver who can run a cross-functional planning process, pressure-test operating teams’ budgets, and explain the meaning behind the numbers.

The role leads annual operating and financial planning from underlying assumptions through board approval; oversees cash, covenant, and credit facility forecasting; and leads monthly performance reviews and reporting for boards and lenders. It also develops KPI frameworks and financial models, coaches budget owners, coordinates with controllers, standardizes FP&A processes across the portfolio, directs FP&A Senior Associates, and leads acquisition integration. The role is based in Los Angeles, California, and includes travel to portfolio companies and Tiverton’s Raleigh, North Carolina headquarters.

Requirements

• Bachelor’s degree in finance, accounting, economics, or business.
• At least 7 years of FP&A experience, including end-to-end ownership of a budget and forecast process.
• Advanced Excel modeling, forecasting, and budgeting skills, including three-statement and cash flow models.
• Solid understanding of financial statement mechanics and how the three statements link.
• Excellent verbal and written communication skills, including presenting to boards and non-financial audiences.
• Strong project management skills, extraordinary attention to detail, and an entrepreneurial attitude.
• Willingness to travel to portfolio companies and Tiverton headquarters in Raleigh, North Carolina, approximately 20–30%.

Nice To Haves

• CPA or CFA.
• Experience in food, agriculture, or consumer packaged goods.
• Portfolio company experience within a private equity context.

Responsibilities

• Lead the annual operating and financial planning process for various portfolio companies, from underlying assumptions through board approval.
• Own the weekly 13-week cash flow forecast, including credit facility availability and covenant forecasting.
• Lead monthly actuals-to-budget reviews and actuals-to-forecast variance analyses, and write management discussion and analysis for board and lender reporting.
• Design KPI frameworks and dashboards and lead performance reviews with portfolio company leadership.
• Build and review financial models for new initiatives, capital expenditures, pricing decisions, and add-on acquisitions.
• Coach portfolio company budget owners and coordinate with controllers so forecasts tie to the close and credit agreements.
• Standardize FP&A processes across the portfolio, direct FP&A Senior Associates, and lead integration of new acquisitions.

Benefits

• Competitive compensation package with eligibility for an annual bonus based on individual and Company performance.
• Generous PTO and paid holiday policy.
• Healthcare, dental, vision, group life insurance, and 401(k).

What This Job Offers

• Job Type: Full-time
• Career Level: Senior