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Posted April 10, 2026, closed May 19, 2026. Check out similar open roles below.

Finance Manager, Portfolio Operations Group

hireneXus
Atlanta, US
HybridCareer-pivot friendly

Why this role

Pace
Varied
The role demands a fast-paced environment, as evidenced by the need to manage multiple projects, including ERP implementations and month-end close optimizations, which require quick decision-making and efficient time management.
Collaboration
High
Collaboration is a cornerstone of this role, with the Finance Manager needing to work closely with various stakeholders, including senior team members and portfolio company leadership, to ensure alignment on financial goals and reporting.
Autonomy
High
While the role involves significant collaboration, it also requires a high degree of autonomy, particularly when working independently to support team members with ad-hoc financial analysis and process improvements.
Decision Impact
Team
Decisions made in this role can have a significant impact on the financial health and operational efficiency of portfolio companies, especially in areas like budgeting, forecasting, and compliance.
Role Level
Manager
The complexity of the role is high, given the diverse industries and value-creating initiatives involved, requiring a deep understanding of financial regulations, accounting standards, and internal controls.
Career Pivot Friendly
Welcomes transferable skills
Individuals with experience in consulting or accounting firms, particularly those with a focus on operational improvement, can easily transition into this role due to the shared competencies in financial analysis, process optimization, and stakeholder management.

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Successfully guiding teams through project-based goals such as ERP implementation, month-end close optimization, and audit preparation.
  • Preparing and supporting financial reports for portfolio companies, including monthly, quarterly, and annual reports.
  • Identifying inefficiencies in financial processes and supporting the implementation of process improvements.
Typical background
Bachelor's degree in Accounting or FinanceMinimum of 6 years of experiencePrior experience in consulting companies or accounting firms, preferably in an operating environment.

Transferable backgrounds

  • Coming from Consultant at a management consulting firm
    project management · financial analysis
    The experience in managing multiple projects and conducting financial analyses in a consulting role aligns well with the responsibilities of a Finance Manager in optimizing internal processes and supporting portfolio companies.
  • Coming from Financial Analyst at a private equity firm
    financial reporting · budgeting
    A background in preparing financial reports and budgets at a private equity firm provides the necessary skills for this role, particularly in the areas of financial reporting preparation and budgeting support.

Skills & requirements

Required

Project ManagementFinancial ReportingData AnalysisBudgeting And ForecastingProcess ImprovementCompliance And DocumentationAnalytical SkillsCommunication SkillsInterpersonal SkillsExcelPowerpointWordBI Applications

Preferred

ERP ImplementationMonth End Close OptimizationAudit PreparationGAAPIFRSConsulting ExperienceOperational Improvement Initiatives

Stack & domain

ExcelPowerpointWordData ManagementBI ApplicationsLeadershipCommunicationInterpersonal SkillsProject ManagementAnalytical SkillsActive ListeningIntellectual AgilityDecision MakingFinanceAccountingERP ImplementationFinancial ReportingBudgetingForecastingProcess ImprovementComplianceOperational ImprovementFinancial Analysis

About the role

As a Finance Manager in the Portfolio Operations Group, you'll be at the heart of driving financial transparency and efficiency across diverse portfolio companies, requiring a blend of strategic thinking and hands-on execution, ideally suited for someone with a strong background in finance and a knack for process optimization.

Original posting from hireneXus via LinkedIn

This position sits at a middle market private equity firm part of their Portfolio Operations Group. This individual will be responsible for ensuring that the financial operations of portfolio companies are robust, transparent, and aligned with the firm’s value creation goals. Their responsibilities span from supporting the financial needs of portfolio companies to optimizing internal processes. The Finance Senior Associate will be exposed to many different value-creating initiatives across many diverse industries. This requires strong analytical skills, excellent communication and interpersonal skills, project management skills, and general business knowledge including analyzing financial data and operating metrics. Travel will be required on an as-needed basis and could be extensive as warranted to be onsite at the portfolio companies.

Geography: Remote but candidates must be willing to travel up to 50%

Responsibilities

  • Leadership: Proven ability to guide a team during project based goals such as ERP implementation, month end close optimization and audit preparation.
  • Project Management: Experience with managing multiple projects, prioritizing highest and best use of time and communicating with key stakeholders progress.
  • Financial Reporting Preparation and Support: Prepare and assist financial reports for portfolio companies, including monthly, quarterly and annual reports.
  • Data Collection and Analysis: Gather and organize financial data from portfolio companies to assist in performance tracking and reporting.
  • Budgeting and Forecasting Support: Help in the creation and maintenance of budgets, forecasts and variance analysis.
  • Process Improvement Assistance: Identify inefficiencies in financial processes and support the implementation of process improvements. This includes maintaining and developing standard operating procedures, playbooks, dashboards, and scorecards.
  • Ad-hoc Financial Analysis: Provide support for various financial analyses as needed by senior team members (e.g. cost savings opportunities, profitability analysis, etc.)
  • Compliance and Documentation: Ensure that portfolio companies adhere to financial regulations, accounting standards (GAAP, IFRS) and internal controls.

Qualifications

  • Bachelors in Accounting or Finance
  • Minimum of 6 years of experience
  • Prior experience in consulting company or an accounting firm, preferably in an operating environment, ideally supporting operational improvement initiatives and working with clients.
  • The ability and interest in being “hands on” to support the team
  • Superb interpersonal skills with excellent written and verbal communication on strategic, financial, and operational areas
  • Strong analytical skills and tools including Excel, PowerPoint, Word and other data management and BI applications
  • Well organized and disciplined approach to work effort
  • Active listening skills with the intellectual agility to integrate new information and develop recommendations
  • Establish fact-based recommendations and decision making
  • Ability to work independently if needed and navigate a dynamic environment including partnership with various people to accomplish key initiatives.

Source: hireneXus careers (LinkedIn)

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