Senior Portfolio Operations Analyst

7 days ago


Raleigh, North Carolina, United States Tiverton Advisors Full time
Job Title: Senior Portfolio Operations Analyst

Tiverton Advisors is seeking a highly skilled and experienced Senior Portfolio Operations Analyst to join our team. As a key member of our operations team, you will be responsible for providing financial modeling and accounting acumen to support the firm's investment activities.

Key Responsibilities:
  • Partner with portfolio company leadership to develop and implement best-in-class accounting and financial processes.
  • Monitor net working capital, credit facilities, and cash management, including a rolling 13-week cash forecast.
  • Collaborate with deal teams and portfolio company leadership to develop an annual budget, forecast, actuals-to-budget with variance analysis and commentary.
  • Conduct in-depth analysis of portfolio company performance, identifying areas for improvement and growth opportunities.
  • Develop and maintain various industry-leading KPIs, dashboards, and other metrics for board presentations.
  • Partner with leadership to develop and implement strategic plans to maximize investment returns.
  • Co-lead key strategic value creation ideas, post-acquisition synergies, and capital expenditures optimization.
Requirements:
  • Bachelor's degree in accounting, finance, economics, business, or other related majors.
  • 2-4 years of experience in public accounting, financial analysis, or a consulting role; industry experience is a plus.
  • CPA preferred.
  • Strong quantitative and analytical capabilities coupled with excellent verbal and written communication skills.
  • Dedicated work ethic, commitment to enhancing the team, and problem-solving skills.
  • Entrepreneurial attitude and desire to work for a dynamic and successful organization.
  • Awareness of the mechanics of financial statements and enterprise value in the private equity context.
  • A willingness to travel, as needed (potential to be ~20%-30%).
What We Offer:
  • Competitive compensation package with eligibility for an annual bonus based on individual and Company performance.
  • Generous PTO and paid holiday policy.
  • Benefits package including Healthcare, Dental, Vision, Group Life Insurance, and 401(k).


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