Financial Performance Portfolio Lead

Teamshares

Financial Performance Portfolio Operations Lead helping scale financial performance across 90 network companies. Building systems and processes essential for effective operations and collaboration across teams.

Posted 6/25/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Help scale the way we drive financial performance across a portfolio of ~90 network companies
Build the systems, data foundations, and operational models for effective and consistent operations
Report to the VP, Financial Performance; collaborate with data, operations, and product teams
Design, build, and continuously improve operational infrastructure to scale financial performance
Identify process bottlenecks, redundancies, and gaps; drive systemic fixes
Develop and maintain playbooks, frameworks, and templates for consistent support
Partner with Operations Leads to embed scalable practices into daily engagement
Lead efforts to unlock, clean, and strategically leverage data
Audit and improve data pipelines for accuracy and consistency
Establish data quality standards in partnership with Finance and Product teams
Build analytical infrastructure for visibility of portfolio-level trends
Support operational execution of strategic planning cycles; track plans effectively
Build infrastructure for efficient planning and reporting; synthesize outputs into actionable insights
Serve as the primary Financial Performance voice in product roadmap planning
Partner with product team to draft impactful roadmap items
Drive adoption of financial and operational tools across network companies
Ensure built features drive measurable behavior change

Requirements

What you’ll need

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

Benefits

Comp & perks

Competitive salary and a 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 emphasizes unplugging at the end of the day
Valuing time off and encouraging vacation
Support for career growth

ATS Keywords

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Hard Skills & Tools

financial performancedata auditingdata pipeline improvementframework developmentanalytical infrastructurefinancial reporting infrastructureSQLExcelGoogle SheetsBI tools

Soft Skills

cross-functional collaborationanalytical skillswritten communicationverbal communicationentrepreneurial mindsetability to work with ambiguitystrategic framinggranular executionleadershipproblem-solving