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Financial Performance Portfolio Lead

4 hours, 40 minutes ago
United States
Full-time
Senior
Operations Analyst
Operations
Looker SQL Tableau
Apply Now
Teamshares

Teamshares

Teamshares is a mission-driven financial technology, educational, and creative services company that aims to create employee-owned small businesses. They help small business owners transition their companies to employee ownership, ensuring a sustainabl...

Capital Markets
51-250
Founded 2018
$127M raised
View All Jobs 5

Description

  • Design, build, and continuously improve the operational infrastructure that enables the Financial Performance team to scale across the portfolio.
  • Identify bottlenecks, redundancies, and gaps in financial performance workflows and implement systemic fixes.
  • Develop and maintain playbooks, frameworks, and templates for consistent financial performance support across network companies.
  • Partner with Operations Leads and Industry Leads to embed scalable practices in day-to-day work with presidents.
  • Lead efforts to unlock, clean, and strategically leverage portfolio data.
  • Audit and improve data pipelines, definitions, and collection practices to increase reporting accuracy and consistency.
  • Establish and enforce data quality standards with Finance, Product, and Operations partners.
  • Build analytical infrastructure that surfaces portfolio-level trends, risks, and opportunities for leadership.
  • Support annual and mid-year strategic planning cycles and ensure network companies engage effectively and track plans.
  • Own the financial performance voice in product roadmap planning and help translate field needs into product requirements.
  • Drive adoption of financial and operational tools across network companies and close the feedback loop with the product team.

Requirements

  • 5+ years of experience in strategy, operations, FP&A, or a related field.
  • Proven ability to work with data at scale, including auditing quality, improving pipelines, developing frameworks, and turning complex information into clear insights.
  • Strong cross-functional operator who can drive progress across Product, Finance, and Operations without direct authority.
  • Comfort with ambiguity and the ability to shift between strategic framing and granular execution.
  • Excellent analytical skills with proficiency in Excel/Google Sheets.
  • Familiarity with AI-driven workflow automation tools/processes, BI tools such as Looker or Tableau, and SQL is a strong plus.
  • Strong written and verbal communication skills with the ability to distill complexity into executive-ready materials and actionable guidance.
  • Entrepreneurial mindset with the ability to build what does not exist and improve what does.
  • Experience in a portfolio company, multi-unit operations, private equity operations, or management consulting is preferred.
  • Familiarity with small business financial operations, including P&Ls, cash flow, and operational KPIs, is preferred.
  • Experience influencing product roadmaps and working with engineering or product teams on tool adoption is preferred.
  • Background building or improving financial reporting infrastructure, such as data models, dashboards, or automated reporting pipelines, is preferred.

Benefits

  • Competitive salary.
  • Generous benefits package.
  • Equity for all employees.
  • Exceptional medical, dental, and vision coverage for employees and their families.
  • Paid parental leave.
  • Healthy work-life balance culture that encourages unplugging at the end of the day.
  • Paid time off with a culture that actually takes vacation.
  • Career growth support and a growth mindset environment.

Interested in this position?

Apply directly on the company website

Apply Now

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