Senior Director of Business Strategy

POSITION SUMMARY

The Director, Portfolio Operations is responsible for supporting the Chief Business Officer with the oversight, governance, and value creation of our portfolio of investments accumulated over the past five years. This individual will serve as the primary link between executive leadership and the CEOs of our portfolio companies, building trusted relationships, instituting disciplined governance and reporting rhythms, and driving strategic planning, performance metrics, and leadership incentive design across the portfolio.

This role will partner extensively across the organization, corporate development, finance, operations, marketing, and talent, to bring the full power of the platform to bear in support of portfolio company growth. Candidates from a private equity, portfolio operations, or operating-partner background who want to build something with true entrepreneurial ownership will find this role to be an exceptional next step.

OBJECTIVES

• Own portfolio oversight end-to-end: governance, reporting, performance management, and value creation across every portfolio company
• Build and maintain deep, trust-based relationships with portfolio company CEOs and leadership teams, serving as their primary connection into the platform
• Design and implement portfolio governance frameworks, including board/advisory structures, reporting cadences, and decision rights
• Lead strategic planning processes for portfolio companies, ensuring each has a clear, actionable plan tied to the original investment thesis
• Establish and monitor performance metrics and KPI frameworks across the portfolio, with consistent, comparable reporting to the executive team
• Develop and maintain comprehensive financial models, including integrated three-statement models, cash flow projections, financial forecasts, and scenario analyses to support strategic planning and executive decision-making.
• Lead financial analysis, budgeting, forecasting, and variance analysis to evaluate financial performance, capital requirements, profitability, and opportunities for improved financial outcomes.
• Conduct financial valuations, investment return analyses, and financial due diligence to support investment decisions, capital allocation, and long term value creation.
• Design and evolve leadership incentive and compensation structures at the portfolio company level to align management with long-term value creation
• Partner cross-functionally across corporate development, finance, marketing, talent, and operations, to connect portfolio companies with the resources and expertise of the platform
• Identify operational, financial, or leadership risks within the portfolio early, and drive corrective action plans in partnership with company leadership
• Support add-on and follow-on investment evaluation within existing portfolio companies alongside the corporate development team
• Represent portfolio company board or advisory settings, and as needed, at industry events and investor forums
• Continuously refine the playbook for post-acquisition value creation, turning lessons from one portfolio company into repeatable best practices across the platform

COMPETENCIES

• Proven track record in working with SMB’s and a clear understanding of highly effective operational excellence to deliver results
• Demonstrates advanced financial modeling expertise, including three-statement financial models, discounted cash flow valuations, sensitivity analysis, and financial scenario planning.
• Possesses a strong understanding of financial statements, EBITDA, working capital, cash flow management, capital allocation, and investment performance analysis.
• Demonstrates advanced Excel proficiency with the ability to independently build, analyze, and interpret complex financial models and translate findings into actionable business recommendations.
• Strong grounding in governance and board mechanics, able to build reporting structures and cadences from the ground up
• Skilled relationship builder who earns the trust and respect of founder-CEOs and operating executives
• Fluent in financial and operational performance metrics, with the ability to translate data into clear action
• Experience designing management incentive and compensation structures that drive enterprise value
• Strategic thinker who can operate at the portfolio level while also rolling up sleeves inside an individual company when needed
• Great communication skills, comfortable presenting to CEOs, boards, and investors
• Demonstrated experience independently developing complex financial models, conducting business valuations, financial forecasting, and investment analyses to support executive-level financial and strategic decisions.
• Entrepreneurial mindset with genuine excitement about building a new capability inside our business
• Highly disciplined and accountable, holding self to a results-oriented standard
• Collaborative and cross-functional, energized by working across a platform to help other businesses win

EDUCATION AND EXPERIENCE

• Bachelor's degree in Finance, Business Administration, Economics, or a related field required. MBA or other advanced degree strongly preferred.
• Minimum of 10 years of progressive experience in corporate finance, business strategy, investment management, private equity, corporate development, or related fields, including at least 5 years in a senior-level leadership or strategic advisory capacity.
• Demonstrated experience working directly with CEOs, executive leadership teams, and business owners to drive financial performance, strategic planning, and long-term value creation.
• Advanced experience independently developing complex financial models, including three-statement models, discounted cash flow valuations, financial forecasts, and investment return analyses.
• Strong understanding of financial statements, EBITDA, cash flow management, capital allocation, budgeting, forecasting, and financial performance analysis.
• Proven experience evaluating investment opportunities, assessing business valuations, and providing financial and strategic recommendations to executive leadership.
• Experience working with portfolio companies, founder-led businesses, private equity, or investment-backed organizations strongly preferred.|

PHYSICAL REQUIREMENTS

• Prolonged periods of sitting at a desk and working on a computer.
• Ability to participate in regular virtual and in person meetings with executives and stakeholders.
• Periodic travel to business locations, executive meetings, or strategic events as needed.
• Must work onsite at the Scottsdale, AZ office. This is not a remote position.

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce we recognize that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.