teamshares - Financial Performance Portfolio Lead
Requirements
• 2+ years of operating & project leadership experience inside a trades-based business, home services company, or enterprise-level general contracting firms • Demonstrated ability to earn the trust of operators and field-based teams — you understand how trades businesses work and can have credible conversations with people who’ve been doing this for decades • Executional bias: you move fast, follow through, and don’t wait to be told what to do once a direction is set • Strong project management skills — you can manage multiple workstreams across multiple companies without losing track of what matters • Comfort with ambiguity and willingness to operate without a well-defined playbook; this portfolio is still building its operating model • Willingness to travel 50%+ of the time, including extended on-site periods during active company engagements • Analytical enough to read a P&L, identify the signal in operating data, and know when something is wrong before it becomes a crisis — even if financial modeling is not your primary skil • 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. • Familiarity with small business financial operations including P&Ls, cash flow, operational KPIs • Experience influencing product roadmaps and working with engineering or product teams on tool adoption. • Background building or improving financial reporting infrastructure (e.g., data models, dashboards, automated reporting pipelines).
Responsibilities
• Scaling Operations & Systems • Design, build, and continuously improve the operational infrastructure that allows Teamshares' Financial Performance model to scale efficiently across the portfolio. • Identify process bottlenecks, redundancies, and gaps across how Financial Performance work gets done and drive systemic fixes, not one-off patches. • Develop and maintain playbooks, frameworks, and templates that make high-quality financial performance support repeatable and consistent across network companies. • Partner with Operations Leads and Industry Leads to embed scalable practices in day-to-day engagement with presidents. • Data Strategy & Quality • Lead Teamshares' efforts to unlock, clean, and strategically leverage data across the portfolio. • Audit and improve data pipelines, definitions, and collection practices to drive accuracy and consistency across network company reporting. • Establish and enforce data quality standards in partnership with Finance, Product, and Operations; treating data integrity as a core operational discipline. • Build the analytical infrastructure that makes portfolio-level trends, risks, and opportunities visible and actionable for leadership. • Strategic Planning Support • Support the operational execution of Teamshares' annual and mid-year strategic planning cycles, ensuring network companies engage meaningfully and plans are tracked effectively. • Build and maintain the infrastructure that makes the planning process efficient, consistent, and scalable — from templates and timelines to accountability frameworks. • Synthesize planning outputs into portfolio-level views that inform resource allocation and executive decision-making. • Strategic Planning & Performance Reporting • Build and maintain the infrastructure that makes the planning and reporting process efficient, consistent, and actionable, including KPI frameworks and MD&A reporting. • Drive the shift from reactive reporting to proactive performance monitoring. • Ensure reporting cadences, formats, and output create an effective feedback loop between network companies and teamshares to drive growth and improve operational performance • Product Partnership & Tool Adoption • Serve as the primary Financial Performance voice in product roadmap planning, translating portfolio needs and field friction into clear, prioritized product requirements. • Partner with the product team to draft impactful roadmap items and ensure Financial Performance workflows are well-represented in what gets built. • Drive adoption of Teamshares' financial and operational tools across network companies; communicating adoption barriers with the product team. • Close the feedback loop between product delivery and real-world usage, ensuring built features drive measurable behavior change.
Benefits
• Teamshares believes in supporting every team member with a competitive salary and a generous benefits package, including equity for all employees, exceptional medical, dental, and vision coverage for employees and their families, and paid parental leave. • We recognize and facilitate the tangible impacts each employee has on our mission, while maintaining a healthy work-life balance culture that emphasizes unplugging at the end of the day. Our team values time off and actually takes vacation. We embody a growth mindset and provide the support you need to grow in your career.
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