Managing Director (West Palm Beach)

We are seeking a Managing Director of Portfolio CFO Operations, responsible for driving financial performance, operational rigor, and value creation across our portfolio of private-equity-backed companies. This individual will act as the

functional leader for portfolio-company CFOs , providing strategic oversight, best practices, and hands-on support across all phases of the investment lifecycle.
All portfolio-company CFOs will have a

dotted-line reporting relationship

to this role, with accountability for financial strategy, reporting excellence, cash management, and execution of value-creation initiatives.

Key Responsibilities
Portfolio Financial Leadership
Serve as the

senior-most finance leader across the PE portfolio , overseeing and guiding CFOs at each portfolio company
Establish consistent

financial standards, KPIs, and reporting frameworks

across portfolio companies
Act as a strategic advisor to portfolio CFOs on capital structure, liquidity management, and financial planning
Value Creation & Portfolio Optimization
Partner with deal teams and operating partners to execute

value creation plans , including margin improvement, working capital optimization, and cost transformation
Lead financial diligence and integration efforts for

add-on acquisitions , including synergies, systems alignment, and post-close reporting
Identify cross-portfolio opportunities for

shared services, systems optimization, and scalability
Investment Lifecycle Support
Support deal teams during

pre-acquisition diligence , including quality of earnings, forecasting, and risk assessment
Drive

100-day plans

post-acquisition with a focus on financial discipline and governance
Prepare portfolio companies for

exit readiness , including audit preparedness, financial story development, and buyer-facing materials
Governance, Controls & Risk Management
Ensure strong

financial controls, compliance, and governance

across portfolio companies
Standardize audit, tax, treasury, and financial policies aligned with PE best practices
Oversee relationships with external auditors, lenders, and advisors where appropriate
Talent Leadership & Development
Coach, mentor, and evaluate portfolio-company CFOs; assist with

CFO hiring and succession planning
Elevate finance team capabilities across the portfolio through best practices, training, and leadership development

Qualifications
12+ years of progressive finance leadership experience, including

CFO or Group CFO roles
Significant experience within

private equity-owned environments , portfolio operations, or as an Operating Partner
Proven track record of

value creation , exit preparation, and cross-company financial leadership
Deep expertise in:
Financial strategy and FP&A
M&A integration and add-ons
Working capital optimization
Debt structures and lender management
Ability to operate at both

board-level strategy and hands-on execution
Superior communication skills with investors, boards, executives, and deal teams

Ideal Background
Former CFO of a PE-backed company (or multiple exits)
Prior experience in PE portfolio operations, consulting, or transaction advisory preferred
MBA, CPA, or equivalent credentials strongly preferred