Broadview Capital - Data & Analytics Lead

Opportunity This is a data operating lead role at Broadview, focused on building the trusted data foundation that helps Broadview and its portfolio company leaders run businesses with better visibility, better discipline, and better decisions. Most middle-market businesses arrive with data that is not yet ready for ownership-level decision making. Information lives across ERPs, CRMs, accounting systems, spreadsheets, and PDF reports. KPIs may be defined differently across businesses, or even differently within the same business over time. Broadview is hiring its first dedicated data leader to help solve these problems across the portfolio. This is not an IT generalist role, a CIO role, or a pure dashboarding role. It is a hands-on builder role for someone who can understand messy operational data, establish clean and connected data environments, and turn that work into reliable KPI reporting that executives, operators, and investment professionals can actually use. The opportunity is to build, with meaningful latitude, the data backbone that makes Broadview a materially better owner of middle-market businesses. Done well, this work becomes a competitive advantage in how Broadview runs what it owns and how it diligences and integrates what it acquires. What You Will Do Partner with Broadview and portfolio company leaders on data that drives decisions You will work alongside Broadview’s investment team, finance leaders, controllers, operations leaders, and portfolio company leadership to define the KPIs that actually matter for each business. Before a line of code is written or a row is extracted, you will help the team understand how the business works and how people think about performance. KPI selection is a business conversation. Implementation is a technical conversation. Sustained discipline is a governance conversation. You will drive all three in partnership with the people who oversee and run the businesses. Build and maintain the portfolio data foundation Each portfolio company needs a data layer that is clean, connected, accessible, and auditable. You will design the architecture, select and implement tools, and personally build the initial implementations for the first portfolio companies Broadview tackles. That means building reliable pipelines from source systems such as ERPs, CRMs, accounting platforms, and operational systems into a governed analytical environment. It also means creating consistent data definitions, documenting quality standards, and ensuring those standards are actually enforced. Over time, as the pattern becomes repeatable, you may rely more heavily on implementation partners or vendors. The early work, however, requires hands-on craftsmanship from someone who has done this before and understands where the edges are. Establish practical data governance across Broadview and the portfolio Data governance at middle-market scale is less about bureaucracy and more about discipline. Are definitions consistent? Are reconciliations happening? When a KPI moves, can we trust the movement, or did a pipeline change create noise? Are business processes quietly corrupting the data? You will create lightweight, practical, fit-for-purpose standards and help the organization hold itself to them. Where data quality is broken, you will help drive remediation. Where it is inconsistent, you will drive standardization. Build reporting layers that support operating and ownership reviews The work does not stop at ingestion. Broadview needs decision-grade outputs, including data models, reporting layers, dashboards, and answers to ad hoc analytical questions. A one-page KPI view that a Broadview principal can scan in thirty seconds and use to understand the health of a business is more valuable than a sixty-tab dashboard nobody opens. Support diligence and post-close integration Every acquisition presents a data problem. During diligence, you may help assess whether target company data is reliable enough to support the investment thesis. After close, you will lead the data integration effort, with the goal of creating basic ownership-level visibility within 90 days and fuller integration into Broadview’s portfolio data layer within 180 days. Over time, this should become a repeatable playbook rather than a bespoke effort. Recommend and manage tools, vendors, and selective outside support Broadview does not need to build every capability internally. You will help evaluate and manage data consultancies, implementation partners, platform vendors, and contractors where outside capacity can accelerate outcomes. The goal is not to outsource the judgment. The goal is to keep standards, ownership-level relationships, and institutional knowledge inside Broadview while using external support where it makes sense. What This Role Is This role is for a hands-on builder of trusted data foundations. You will need to roll up your sleeves to understand what metrics mean, how they are stored, and how they are interpreted by both machines and humans. Finance, the deal team, operators, and portfolio leaders all need data to answer real business questions. You will work across those groups without always having formal authority. Most importantly, this role produces decision-grade KPI outputs. Dashboarding is part of the deliverable, but it is not the substance of the job. What This Role Is Not This is not a pure business intelligence analyst or dashboard developer role. It is not a machine learning research role. Predictive modeling may be applied where the business case is clear, but the role is not measured by modeling innovation. This is also not a replacement for finance and accounting, and it does not own the entire technology agenda across Broadview’s portfolio. The broader technology agenda is led separately. This role owns the data agenda and works closely with and reports to Broadview’s SVP Technology. What Success Looks Like Within the first 6 to 12 months, success looks like data from at least three portfolio companies flowing reliably into a governed analytical environment, with documented definitions and quality standards. Broadview’s investment team should have trustworthy, timely visibility into the top KPIs for each major portfolio company on a cadence that supports active ownership. A repeatable playbook should exist for integrating newly acquired companies into Broadview’s portfolio data view. Portfolio company CEOs and CFOs should view the data produced through this role as more reliable than what their internal reporting produced previously. The foundation should also be in place for Broadview’s future AI and automation agenda to operate against clean, reliable, governed data rather than raw source systems. What We Are Looking For The right person likely has experience in data engineering, analytics engineering, business intelligence engineering, or an adjacent technical discipline, including at least one meaningful tour of duty building a data environment from scratch rather than only maintaining an existing one. You should have opinions on how implementations are done well and pros and cons of different approaches. You should be comfortable working in real operating businesses where the data is imperfect. That may include manufacturing, distribution, industrial services, B2B services, or other environments where systems are fragmented and business context matters as much as technical execution. You should bring strong technical fluency, including: Advanced SQL, including familiarity with relational and columnar databases Strong Python for data manipulation, analysis, and pipeline construction Hands-on experience building and running ETL or ELT pipelines in production Practical data modeling experience, including transactional data from ERPs or accounting systems Experience delivering work end to end, from requirements through prototype, production deployment, and maintenance Strong written and visual communication skills, including the ability to produce ownership-caliber reports and briefings Experience with modern cloud data platforms such as Snowflake, Databricks, BigQuery, or Redshift is helpful. Experience with tools such as dbt, Airflow, Dagster, Power BI, Tableau, Sigma, Looker, GitHub, CI/CD, APIs, structured files, and notebook-based workflows is also valuable. We are less interested in a perfect match against every tool than in seeing practical fluency and a thoughtful point of view on tradeoffs. Experience with business systems such as NetSuite, QuickBooks, Epicor, Sage, Infor, Microsoft SQL Server, Salesforce, or HubSpot is a strong plus. Comfort with finance and accounting data, including GL structures, cost accounting, inventory valuation, and ownership-level reporting, is especially relevant. Private equity experience is helpful, but not required. What matters more is that you understand how to work across multiple companies, prioritize based on business value, and recognize that the same data problem can look different in each environment. How You Work You are pragmatic, rigorous, and comfortable with ambiguity. You know that the right answer for a $50M manufacturer is not always the right answer for a Fortune 500 company. You have opinions about tools and architecture, but you are willing to trade technical purity for business-fit speed when that is the right call. You can communicate clearly with technical and non-technical audiences. You can move from a database conversation with a developer, to a KPI discussion with a portfolio company CEO, to an ownership briefing with Broadview’s investment team without losing effectiveness. You build for repeatability, not heroics. You are comfortable operating autonomously in a small, senior team where there is no large technology organization to delegate into. What you do, you own end to end. Structure and Location This is a full-time, W-2 employee position reporting to Broadview’s SVP Technology. The role is based in St. Louis, Missouri, and some travel to portfolio companies is expected, likely in the range of 10-25% depending on the phase of work and the mix of companies being supported. Broadview is a small, senior team. There is no bureaucracy to hide behind and no large organization to absorb the hard parts of the work. There is a clear mandate to build data as a core value creation capability, direct access to ownership, and the opportunity to build something that changes how Broadview operates as an owner. If you have spent your career building data infrastructure and want variety, accountability, and the chance to make the work stick, this role is worth considering.