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Value Creation Financial Operations Associate
Location: Radnor, PA

Hybrid schedule

Client:

A Leading Middle-Market Private Equity Firm

We are exclusively partnered with a highly respected middle-market private equity firm headquartered in Radnor, PA, seeking a Value Creation Financial Operations Associate to join its expanding portfolio operations team. The firm focuses on control investments in companies with $5M-$50M of EBITDA across a variety of sectors, leveraging a hands-on, operationally intensive investment approach.

This individual will play a critical role in partnering with management teams and investment professionals to accelerate financial and operational performance across the portfolio. The ideal candidate brings at least 5 years of relevant experience and thrives at the intersection of finance, operations, and value creation.

Key Responsibilities

Portfolio Financial Oversight

Act as a key liaison between the PE firm and portfolio company finance teams.

Support monthly/quarterly reporting cycles, analyze financial and operational KPIs, and deliver insights to investment and leadership teams.

Build and maintain 13-week cash flow forecasts, budgets, and internal dashboards.

Flag early signs of underperformance and collaborate with management on corrective strategies.

Operational Value Creation

Identify and implement initiatives related to cost optimization, working capital efficiency, pricing, SG&A improvement, and other key value levers.

Collaborate on 100-day plans and strategic roadmaps post-close.

Drive financial modeling and scenario planning for strategic initiatives across the portfolio.

Systems, Data & Reporting Infrastructure

Help lead financial systems rollouts (e.g., ERP, BI tools) and standardize reporting practices across companies.

Elevate data visibility and automation to enhance decision-making at both the portfolio and firm level.

Diligence & Integration Support

Participate in pre-close due diligence with a focus on finance and operational functions.

Assist in onboarding new investments and establishing performance baselines and reporting processes.

Candidate Profile

Minimum 5 years of experience in:

Transaction Services (Big 4 or equivalent)

FP&A, Corporate Finance, or Controllership in a PE-backed or growth-stage business

Operational consulting or portfolio operations in a PE or investment environment

Deep understanding of financial statements, operating metrics, and value drivers in middle-market companies.

Strong modeling and analytical skills; proficiency with Excel required, experience with BI tools a plus.

Track record of influencing senior leadership and driving financial improvements in complex environments.

Bachelor's degree in Finance, Accounting, or related field. CPA, CFA, or MBA preferred.

Personal Characteristics

Execution-oriented and entrepreneurial

Strategic thinker with strong attention to detail

Collaborative and low-ego team player

Skilled at building relationships across varying levels of seniority and functions

Comfortable working autonomously in ambiguous and fast-paced settings

F-1423542-JCD_1752164278 To Apply for this Job Click Here