Bachelor's degree in finance, accounting, economics, or business; CPA or CFA preferred
7+ years of FP&A experience with end-to-end budget and forecast ownership
Experience in food, agriculture, or consumer packaged goods preferred; private equity portfolio experience a plus
Advanced Excel modeling skills, including three-statement and cash flow models
Strong understanding of financial statement mechanics
Excellent communication skills for presenting to boards and non-financial audiences
Strong project management skills with attention to detail
Willingness to travel 20-30% to portfolio companies and headquarters
Responsibilities
Lead annual operating and financial planning for portfolio companies from assumptions to board approval
Own weekly 13-week cash flow forecast, including credit facility and covenant forecasting
Conduct monthly actuals-to-budget reviews and variance analyses, writing management discussions for reporting
Design KPI frameworks and dashboards, leading performance reviews with company leadership
Build and review financial models for initiatives, capital expenditures, and acquisitions
Coach budget owners and coordinate with controllers to ensure forecasts align with financial closes
Standardize FP&A processes across the portfolio and lead integration of new acquisitions
Benefits
Competitive compensation package with annual bonus eligibility
Generous PTO and paid holiday policy
Comprehensive benefits package including Healthcare, Dental, Vision, Group Life Insurance, and 401(k)
Full Job Description
Location: Los Angeles, CA
Job Description
POSITION SUMMARY
Tiverton is seeking a proactive and resourceful Vice President, Portfolio Operations, to lead and own budgeting, forecasting, and performance reporting across Tiverton's portfolio companies. This position owns the planning calendar, rolling forecast, weekly cash forecast, and monthly reporting package for various portfolio companies. The ideal candidate is a strong problem solver who can run a cross-functional planning process, pressure-test an operating team's budget, and explain what the numbers mean.
PRIMARY RESPONSIBILITIES
Lead the annual operating and financial planning process for various portfolio companies, from underlying assumptions through board approval
Own the weekly 13-week cash flow forecast, including credit facility availability and covenant forecasting
Lead the monthly actuals-to-budget review, actuals-to-forecast variance analyses, and write the management discussion and analysis for board and lender reporting
Design the KPI framework and dashboards and lead the performance review with portfolio company leadership
Build and review financial models for new initiatives, capital expenditures, pricing decisions, and add-on acquisitions
Coach portfolio company budget owners and coordinate with controllers so forecasts tie to the close and credit agreements
Standardize FP&A processes across the portfolio, direct FP&A Senior Associates, and lead integration of new acquisitions
Qualifications
QUALIFICATIONS AND SKILLS
Bachelor's degree in finance, accounting, economics, or business; CPA or CFA preferred
A minimum of 7+ years' FP&A experience, including ownership of a budget and forecast process end-to-end
Experience in food, agriculture, or consumer packaged goods strongly preferred; portfolio company experience within the private equity context a plus
Advanced Excel modeling, forecasting, and budgeting skills, including three-statement and cash flow models
Solid understanding of financial statement mechanics and how the three statements link
Excellent verbal and written communication skills, including presenting to boards and non-financial audiences
Strong project management skills, extraordinary attention to detail, and an entrepreneurial attitude
Willingness to travel to portfolio companies and Tiverton headquarters in Raleigh, NC (approximately 20-30%)
Additional Information
BENEFITS
Competitive compensation package with eligibility for an annual bonus based on individual and Company performance
Generous PTO and paid holiday policy
Benefits package including Healthcare, Dental, Vision, Group Life Insurance, and 401(k)
