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Senior Portfolio Operations Specialist
2 months ago
Tiverton Advisors LLC is a leading investment firm specializing in the food and production agriculture sector. With a strong focus on delivering tailored, long-term capital solutions, the company oversees a significant portfolio of assets across debt and equity strategies in the US.
Job DescriptionWe are seeking a highly skilled and proactive Senior Associate, Portfolio Operations, to join our team. As a key member of our operations team, you will be responsible for providing exceptional financial modeling and accounting acumen to Tiverton and its related portfolio companies.
Key Responsibilities- Financial Process Development: Partner with portfolio company leadership to establish best-in-class accounting and financial processes, including the monthly close process and financial statement reporting.
- Financial Monitoring: Monitor net working capital, credit facilities, and cash management, including a rolling 13-week cash forecast.
- Budgeting and Forecasting: Collaborate with deal teams and portfolio company leadership to develop an annual budget, forecast, actuals-to-budget with variance analysis and commentary.
- Performance Analysis: Conduct in-depth analysis of portfolio company performance, identifying areas for improvement and growth opportunities.
- Key Performance Indicators (KPIs): Develop industry-leading KPIs, dashboards, and other metrics for board presentations.
- Strategic Planning: Partner with leadership to develop and implement strategic plans to maximize investment returns.
- Value Creation: Co-lead key strategic value creation ideas, post-acquisition synergies, and capital expenditures optimization.
- Process Optimization: Develop and participate in portfolio companies' process optimization, system implementation, and internal control projects/enhancements.
- Education: Bachelor's degree in accounting, finance, economics, business, or other related majors.
- Experience: 2-4 years of experience in public accounting, financial analysis, or a consulting role; industry experience is a plus.
- Professional Certifications: CPA preferred.
- Skills: Strong quantitative and analytical capabilities, excellent verbal and written communication skills, dedicated work ethic, commitment to enhancing the team, and problem-solving skills.
- Attitude: Entrepreneurial attitude and desire to work for a dynamic and successful organization.
- Travel: Willingness to travel, as needed (potential to be ~20%-30%).
- Competitive Compensation: Competitive compensation package with eligibility for an annual bonus based on individual and company performance.
- PTO and Holidays: Generous PTO and paid holiday policy.
- Benefits Package: Benefits package including Healthcare, Dental, Vision, Group Life Insurance, and 401(k).