Chief Financial Officer – Portfolio Operations

Job Title: Chief Financial Officer – Portfolio OperationsLocation: Remote — Preference for candidates located in the Dallas–Fort Worth, Austin, or Houston metro areasTravel: 40–50% to portfolio company sites and firm officesCompensation: Competitive base salary + annual bonus + equity participationAbout the FirmOur client is a leading private equity firm with 18 active portfolio companies and a strategic plan to scale oversight to 25+ companies in the near term. The firm is focused on disciplined value creation, M&A execution, and scalable operational excellence. Strengthening and standardizing finance capabilities across the portfolio is a top strategic priority as the platform continues aggressive growth.Position OverviewThe Chief Financial Officer – Portfolio Operations will serve as the senior-most finance leader within the value creation team. Acting as the “CFO to the CFOs,” this individual will design and implement a Center of Excellence for financial operations, reporting standards, and M&A execution across the portfolio.This role requires a proven PE-backed CFO with extensive expertise leading add-on acquisitions, post-merger integration, and at least two successful exits. The ideal candidate can operate at the strategic level while also rolling up their sleeves alongside portfolio finance teams to drive results.Key ResponsibilitiesFinance Transformation Leadership: Establish a repeatable financial operating model and scalable infrastructure across portfolio companiesM&A Execution: Lead finance workstreams for add-on transactions — from diligence through synergy capture and integrationValue-Creation Planning: Partner with CEOs, CFOs, and Operating Partners to enhance cash flow, EBITDA performance, pricing, and working capitalPortfolio Oversight: Implement standardized reporting, KPIs, forecasting tools, monthly close cadence, and audit readiness best practicesCFO Partnership: Coach, mentor, and directly influence portfolio CFO capabilities to improve execution and financial disciplineBoard-Level Engagement: Provide guidance on capital structure, exit readiness, and strategic initiatives across all companiesTalent Evaluation: Assess and upgrade finance leadership when needed to support scale and transformationGovernance + Compliance: Promote control environment maturity while driving speed and accuracy in decision-makingQualificationsMust have been a sitting CFO with 2+ successful exits in private equity–backed environmentsExtensive hands-on experience with add-on M&A, integration playbooks, and systems/process harmonizationProven ability to drive EBITDA growth, operational efficiency, and scalable financial processesStrong leadership presence with the confidence and credibility to influence CEOs, CFOs, and investment leadersDeep understanding of middle-market operating challenges and value-creation leversBachelor’s degree in Finance, Accounting, or related field required; CPA and/or MBA strongly preferredWhy JoinThis is a high-impact, highly visible executive role — shaping how finance operates across a rapidly scaling portfolio. The CFO – Portfolio Operations will build the platform’s long-term financial excellence, drive value creation, and influence outcomes that directly support investor returns.You will be the strategic architect behind how the portfolio accelerates growth — and the operational leader who ensures it happens.