Operating Partner

2 weeks ago


Atlanta, United States StevenDouglas Full time

This specific role, the Operating Partner will generally concentrate their efforts on one or more portfolio companies at a time, where they function as vital finance partners, taking on the responsibilities of the Chief Financial Officer (“CFO”). However, the firm maintains flexibility in deploying its professional resources across its most critical endeavors...The ideal candidate will be responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They will collaborate with the CEO and the executive team to make decisions regarding company's financial strategy and operations. The candidate will possess a strong background in finance and management.


MUST HAVE:

  • Stand-alone CFO experience in a Private Equity backed portfolio co's.
  • Size of companies --- $500MM - $1B+ Rev.
  • Multiple turns taking company through a transaction (strategic, PE to PE, or IPO etc.)


SCOPE AND RESPONSIBILITIES:

  • Work closely with deal teams, board of directors and senior management to drive strategic initiatives and ability to digest and execute on the 100-Day plan.
  • Repeatable approach to identifying the processes, talent, and tools required to implement the initiatives.
  • Demonstrated ability to optimize process and enhance financial reporting while possessing a strong foundational understanding of GAAP.
  • Uses seasoned judgement and critical thinking to recognize and address complex issues.
  • Supports the successful implementation of financial infrastructure, including sourcing and managing any 3rd parties.
  • Evaluation, upgrading and onboarding of portfolio company executive and finance talent as needed.

Build Partnerships

  • Displays a “we” first mindset, looking for ways to support and help management teams.
  • Fosters an inclusive environment and welcomes feedback from others (management team, operations team, deal teams) with stakeholders by showing openness to different perspectives and actively listening.
  • Adapt style and communication to best influence portfolio management teams.
  • Serve as a coach and mentor to portfolio company CEOs, controllers, FP&A, and other key leaders.
  • Build credibility as a trusted resource for the deal team.
  • Demonstrate deep understanding of the PE industry (financial levers, terminology). Experience building financial monthly reporting packages.
  • Proven experience building budgets, EBITDA forecasts, and cash forecasts to guide and support executive management decision making – experience with management reporting dashboards is a plus.
  • Communicate succinctly with the investment teams, in both written and verbal communication.
  • Apt at translating recommendations and outcomes into financial impact.

Lead Change

  • Articulates a compelling case for change; helps people understand the positive aspects of change (conveys the “so what”).
  • Projects confidence and the leadership courage to take stands, without coming across as authoritative.
  • Communicates in a compelling and effective manner; is succinct, clear, and impactful with messaging.
  • Picks their battles, knows when to lean in and when to pull back with leadership teams.
  • High-level of integrity and dependability with a strong sense of urgency and results-orientation
  • Highly communicative with deal teams


QUALIFICATIONS:

  • 20+ years of progressive and upwardly mobile finance experience, including 5+ years of recent leadership experience at the CFO level.
  • Experience as CFO of a private equity-backed, middle market company, with prior experience executing 100-day plan initiatives.
  • Experience leading the finance organization of a founder-led/family-owned business is a plus.
  • Early career experience working in FP&A is preferred but not required.
  • Ability to work across multiple industries.
  • Consulting or Operating Partner experience is a plus.


  • Atlanta, United States Air Partner Full time

    Are you a qualified accountant with post-qualified experience? Are you always striving to simplify and streamline business processes? Do you have experience with continuous improvement whilst leading and motivating a finance team? If so, we want to hear from you! Air Partner are seeking a dynamic and agile Finance Controller to join our team to oversee the...


  • Atlanta, United States Air Partner Full time

    Are you a qualified accountant with post-qualified experience? Are you always striving to simplify and streamline business processes? Do you have experience with continuous improvement whilst leading and motivating a finance team? If so, we want to hear from you! Air Partner are seeking a dynamic and agile Finance Controller to join our team to oversee the...

  • Operating Partner

    3 days ago


    Atlanta, United States StevenDouglas Full time

    This specific role, the Operating Partner will generally concentrate their efforts on one or more portfolio companies at a time, where they function as vital finance partners, taking on the responsibilities of the Chief Financial Officer (“CFO”). However, the firm maintains flexibility in deploying its professional resources across its most critical...

  • Operating Partner

    3 days ago


    Atlanta, GA, United States StevenDouglas Full time

    This specific role, the Operating Partner will generally concentrate their efforts on one or more portfolio companies at a time, where they function as vital finance partners, taking on the responsibilities of the Chief Financial Officer (“CFO”). However, the firm maintains flexibility in deploying its professional resources across its most critical...


  • Atlanta, United States Samsara Full time

    Who we are Samsara (NYSE: IOT) is the pioneer of the Connected Operations Cloud, which is a platform that enables organizations that depend on physical operations to harness Internet of Things (IoT) data to develop actionable insights and improve their operations. At Samsara, we are helping improve the safety, efficiency and sustainability of the physical...


  • Atlanta, United States Aston Carter Full time

    Partner Relationship Manager paying $40-42/hour Permanently remote but must work EST hours Description: Will work on different programs and program initiatives Setting up new tooling Workflow mapping with partner mgmt teams A lot of work on how to improve partner teams and sales teams to drive net new. Won't be external facing role - liaison for the people...

  • HR Business Partner

    1 week ago


    Atlanta, United States Trinity Health Full time

    As the HR Business Partner at Mercy Care Atlanta, you'll play a pivotal role in shaping our organizational culture, driving employee engagement, and fostering strategic HR initiatives. Your leadership will be instrumental in aligning HR strategies wi Business Partner, Business, HR, Project Management, Operations, Healthcare, Business Services, Health


  • Atlanta, United States Rödl & Partner Full time

    DescriptionWhat You Will Do:As a Research and Development Tax Credit Associate, you will provide clients with insights relating to cash saving, refund, and deduction opportunities resulting from R&D-related investments. You will act as a trusted advisor to clients, guiding them through the complexities of the R&D tax credits, with a focus on optimizing the...

  • HR Business Partner

    3 weeks ago


    Atlanta, United States Intuit Full time

    Overview Overview Intuit’s mission is powering prosperity around the world. We do it by attracting the world’s top talent, bringing vital partners into our global platform, and leaving the world a better place through exceptional corporate citizenship. For our customers, we deliver more money, more time and more confidence. Every day we innovate with our...

  • Client Partner

    6 days ago


    Atlanta, United States Cognizant North America Full time

    Client Partner- Banking & Financial Services Overview Client Partners plays a key role in our growth and are tasked with rapid business expansion within their assigned accounts, responsible for growth, health, and prospects of account relationships. The Client Partner is the end-to-end account owner responsible for overall account P&L and senior client...

  • HR Business Partner

    7 days ago


    Atlanta, United States International Executive Service Corps Full time

    As a Top 5 US homebuilder, NVR is the parent company ofRyan Homes,NVHomesandHeartland Homes. Our Human Resources Department is looking for an HR Business Partner to support our Manufacturing organization. This position will work under the direction of the Senior HR Business Partner, and partner with local business leaders to deliver HR support in the areas...

  • HR Business Partner

    1 week ago


    Atlanta, United States Elevance Health Full time

    HR Business Partner Location: This position will work a hybrid model (remote and office). The Ideal candidate will live within 50 miles of one of our Elevance Health PulsePoint locations. A proud member of the Elevance Health family of companies, Carelon Behavioral Health, formerly Beacon Health Options, offers superior clinical mental health and substance...


  • Atlanta, Georgia, United States Liberis Full time

    Lead Partner ManagerJob type: ExemptReporting to: Head of PartnershipsLocation: Atlanta, Georgia, United StatesWho we are and why we existAt Liberis – merchants matter most We've been on a mission to provide small and medium businesses (SMEs) with accessible and responsive finance since 2007. SMEs account for most businesses worldwide and are critical...

  • HR Business Partner

    1 month ago


    Atlanta, United States GoTo Foods Full time

    Has a high level of business literacy about the business unit’s core function, financial position, business plans, challenges, opportunities, culture, and marketplace competition. Anticipates HR-related needs in the business unit(s) and takes the initiative to proactively address current and future needs. Analyzes business unit trends and metrics to...

  • HR Business Partner

    7 days ago


    Atlanta, Georgia, United States GRIFOLS, S.A. Full time

    Would you like to join an international team working to improve the future of healthcare? Do you want to enhance the lives of millions of people? Grifols is a global healthcare company that since 1909 has been working to improve the health and well-being of people around the world. We are leaders in plasma-derived medicines and transfusion medicine and...

  • HR Business Partner

    6 days ago


    Atlanta, United States GRIFOLS, S.A. Full time

    Would you like to join an international team working to improve the future of healthcare? Do you want to enhance the lives of millions of people? Grifols is a global healthcare company that since 1909 has been working to improve the health and well-being of people around the world. We are leaders in plasma-derived medicines and transfusion medicine and...


  • Atlanta, United States AHEAD Full time

    AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation. At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard. We...


  • Atlanta, United States Intuit Full time

    Overview Intuit is a global platform company that is on a mission to power prosperity around the world for consumers, small businesses and the self-employed. Across all our leading brands – Turbo Tax, Credit Karma, QuickBooks, and Mailchimp – Intuit serves over 100 million customers and is one of the few companies in the world to have both a thriving...


  • Atlanta, United States Anaplan Full time

    Anaplan. As the engine behind back-office system connectivity, you might not recognize our name, but our customers rank among the who's who in the Fortune 50. Coca-Cola, LinkedIn, Adobe, and Bayer are just a few of the 2,000+ companies that rely on our best-in-class platform and its native AI capabilities to see, plan, and lead their businesses. By...


  • Atlanta, United States Intuit Full time

    OverviewIntuit is a global platform company that is on a mission to power prosperity around the world for consumers, small businesses and the self-employed. Across all our leading brands – Turbo Tax, Credit Karma, QuickBooks, and Mailchimp – Intuit serves over 100 million customers and is one of the few companies in the world to have both a thriving...