You will own and manage the GTM systems across the portfolio, including data ingestion, cleaning, and CRM configuration. Additionally, you will integrate various systems via APIs and webhooks while documenting processes into reusable playbooks.
You will build and lead a centralized R&D engineering organization to support a portfolio of B2B software companies. This involves defining engineering standards, managing talent deployment, and driving technical strategy across multiple verticals.
The VP of Strategic Finance will own the strategic finance cadence across the automotive portfolio, including forecasting, performance management, and KPI reporting. They will also lead M&A activities, including acquisition modeling, diligence, and integration planning to drive value creation.
Execute complete month-end close processes including revenue recognition and accruals under U.S. GAAP standards. Partner with FP&A to build budgets and forecasts while mentoring junior staff accountants on complex entries.
Build and lead the IT function for a holding company and its portfolio, focusing on acquisition integration and centralized operations. Manage identity platforms, vendor contracts, and the relationship with the managed service provider.
Support the full investment diligence cycle from target evaluation and financial modeling to post-investment integration planning. Prepare detailed Investment Committee Memos and provide strategic recommendations to senior management based on in-depth deal analysis.
Build and maintain detailed operating models and standardized financial reporting packages for portfolio companies. Manage the quarterly forecasting cadence and partner with accounting teams to ensure data quality and accuracy.
