Manager, Portfolio Performance and Operations
CPC, LLC, Kansas City, MO, United States
POSITION:
Manager, Portfolio Performance & Operations
COMPANY:
CPC Management, LLC
DIRECT REPORTS:
None
REPORTS TO:
COO, dotted line to VP of Finance
TRAVEL:
40-50%
Company Background CPC Overview: CPC makes long-term investments and is organized as a company, not around funds like traditional Private Equity firms. This structure enables CPC to implement what it believes to be the best strategies to create defensible, long-term value―aligning the incentives of shareholders, management, and all stakeholders in CPC’s businesses. Sustainable competitive advantage derives from long‑term investments in innovation, workforce development, the adoption of new technologies, and supply chain improvements.
CPC is owned by large family offices and successful entrepreneurs aligned around long‑term decision‑making and wealth creation. CPC was formed through the merging of Curran Companies’ and C3 Capital’s management teams. CPC seeks to invest $60MM to $120MM into 1-2 lower middle market businesses per year. It does not use enterprise leverage to fund acquisitions, instead focusing management teams to excel in what CPC calls the Five Key Battles™: People, Systems and Processes, Execution, Customer Intimacy, and Product Leadership. Prior to forming CPC, the management team invested in over 100 businesses covering a wide variety of industries.
Position Overview We are seeking a highly analytical and operationally focused FP&A/Business leader to support CPC and its portfolio of operating businesses. This role will report to the COO and together, they will serve operating company leadership teams, driving forward‑looking financial insights, improving forecasting accuracy, and enabling rapid, data‑driven decision‑making.
The ideal candidate will play a critical role in minimizing negative financial surprises through disciplined rolling forecasts and will actively collaborate with operating teams to identify root causes of performance gaps and implement actionable countermeasures.
Key Responsibilities
Develop and maintain
rolling 12 month financial forecasts
across portfolio companies
Continuously refine forecasting processes to improve accuracy, transparency, and responsiveness
Identify risks and opportunities early, proactively communicating potential variances to leadership
2. Variance Analysis
Analyze monthly and quarterly performance against budget, forecast, and prior year
Clearly articulate
commercial & operational drivers
of variance (volume, pricing, cost, mix, … etc.)
Translate financial results into actionable business insights and drive the refinement of
leading indicators which give leaders real‑time forward‑looking visibility
3. Root Cause Analysis & Countermeasures
Partner with operating company
finance and operations teams
to diagnose performance gaps
Lead structured root cause analysis (e.g., operational, commercial, cost‑related drivers)
Develop and track
data‑backed countermeasures
to bring performance back on track
Ensure accountability and follow‑through on action plans
4. Business Partnership & Operational Engagement
Act as a bridge between holding company leadership and operating companies
Facilitate
in‑person
cross‑functional collaboration to align financial and operational goals
Enable
fast, data‑driven decision‑making
by delivering clear, concise insights
Education and Experience
Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred)
5–8 years of FP&A or operational finance experience
Expert with
ERP, Excel and BI/Reporting tools
Experience working inside 2 or more operating companies (manufacturing, distribution, service) required
Experience supporting multiple operating companies preferred
Experience with budgeting, forecasting, financial modeling, and scenario planning
Demonstrated ability to partner with operations and influence outcomes
Experience driving root cause analysis and performance improvement initiatives
Key Performance Indicators
Improved financial forecast accuracy across operating companies
Reduction in unexpected financial variances ("negative surprises")
Measurable improvement in operating company performance
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Manager, Portfolio Performance & Operations
COMPANY:
CPC Management, LLC
DIRECT REPORTS:
None
REPORTS TO:
COO, dotted line to VP of Finance
TRAVEL:
40-50%
Company Background CPC Overview: CPC makes long-term investments and is organized as a company, not around funds like traditional Private Equity firms. This structure enables CPC to implement what it believes to be the best strategies to create defensible, long-term value―aligning the incentives of shareholders, management, and all stakeholders in CPC’s businesses. Sustainable competitive advantage derives from long‑term investments in innovation, workforce development, the adoption of new technologies, and supply chain improvements.
CPC is owned by large family offices and successful entrepreneurs aligned around long‑term decision‑making and wealth creation. CPC was formed through the merging of Curran Companies’ and C3 Capital’s management teams. CPC seeks to invest $60MM to $120MM into 1-2 lower middle market businesses per year. It does not use enterprise leverage to fund acquisitions, instead focusing management teams to excel in what CPC calls the Five Key Battles™: People, Systems and Processes, Execution, Customer Intimacy, and Product Leadership. Prior to forming CPC, the management team invested in over 100 businesses covering a wide variety of industries.
Position Overview We are seeking a highly analytical and operationally focused FP&A/Business leader to support CPC and its portfolio of operating businesses. This role will report to the COO and together, they will serve operating company leadership teams, driving forward‑looking financial insights, improving forecasting accuracy, and enabling rapid, data‑driven decision‑making.
The ideal candidate will play a critical role in minimizing negative financial surprises through disciplined rolling forecasts and will actively collaborate with operating teams to identify root causes of performance gaps and implement actionable countermeasures.
Key Responsibilities
Develop and maintain
rolling 12 month financial forecasts
across portfolio companies
Continuously refine forecasting processes to improve accuracy, transparency, and responsiveness
Identify risks and opportunities early, proactively communicating potential variances to leadership
2. Variance Analysis
Analyze monthly and quarterly performance against budget, forecast, and prior year
Clearly articulate
commercial & operational drivers
of variance (volume, pricing, cost, mix, … etc.)
Translate financial results into actionable business insights and drive the refinement of
leading indicators which give leaders real‑time forward‑looking visibility
3. Root Cause Analysis & Countermeasures
Partner with operating company
finance and operations teams
to diagnose performance gaps
Lead structured root cause analysis (e.g., operational, commercial, cost‑related drivers)
Develop and track
data‑backed countermeasures
to bring performance back on track
Ensure accountability and follow‑through on action plans
4. Business Partnership & Operational Engagement
Act as a bridge between holding company leadership and operating companies
Facilitate
in‑person
cross‑functional collaboration to align financial and operational goals
Enable
fast, data‑driven decision‑making
by delivering clear, concise insights
Education and Experience
Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred)
5–8 years of FP&A or operational finance experience
Expert with
ERP, Excel and BI/Reporting tools
Experience working inside 2 or more operating companies (manufacturing, distribution, service) required
Experience supporting multiple operating companies preferred
Experience with budgeting, forecasting, financial modeling, and scenario planning
Demonstrated ability to partner with operations and influence outcomes
Experience driving root cause analysis and performance improvement initiatives
Key Performance Indicators
Improved financial forecast accuracy across operating companies
Reduction in unexpected financial variances ("negative surprises")
Measurable improvement in operating company performance
#J-18808-Ljbffr