TRAC Recruiting
TRAC Recruiting
TRAC Recruiting is a women-owned recruiting and staffing firm specializing in direct-hire placements across industries. Its team brings more than a decade of staffing experience apiece, with recruiters focused on distinct divisions. The firm works with search funds, SaaS companies, and startups, taking time to understand each organization and role to build long-term client partnerships and prioritize fit over volume.

Portfolio Operating Executive

Guide post-merger integration and operational growth for a middle-market private equity firm’s founder-led portfolio companies. Lead initiatives across PMO, FP&A, and EBITDA improvement.

Apraksts

  • Coordinate onboarding and integration across portfolio companies.
  • Lead post-merger integration across finance, IT, HR, and commercial functions.
  • Create integration playbooks, synergy tracking, and reporting processes.
  • Support add-on integrations and onboarding for platform investments.
  • Build working relationships with founders, boards, sponsors, and portfolio company leaders.
  • Represent the private equity firm in calls with founders.
  • Oversee financial, HR, and systems initiatives with subject matter experts.
  • Support FP&A work, including cash flow forecasts, budgets, and debt covenant tracking.
  • Identify, prioritize, and communicate operational risks and growth opportunities.
  • Oversee interim finance and operations resources.
  • Work with portfolio leaders to select and onboard permanent hires.
  • Lead cross-functional teams and keep work accountable and on track.
  • Direct operational transformation projects to improve EBITDA and support growth.
  • Put structured program management processes in place.
  • Use ERP, CRM, and BI tools to modernize operations and reporting.
  • Work with deal teams on operational and financial capability assessments before LOI.
  • Contribute to operational and financial due diligence.
  • Roll out framework initiatives during the first 100 days.
  • Coordinate onboarding of general ledger, CRM, and HR and payroll systems.
  • Drive add-on integration and synergy realization during the first year.
  • Establish repeatable processes and dashboards to support long-term performance.

Prasības

  • Bring 7–10 years of experience with private equity portfolio companies, management consulting, or related operating roles.
  • Show a record of leading M&A integrations, synergy realization, and post-close execution.
  • Have a strong finance foundation, including FP&A, accounting, and capital structures.
  • Demonstrate experience leading operational transformation and improving EBITDA.
  • Have experience designing and executing PMO playbooks.
  • Bring broad business knowledge across finance, HR, technology, and operations.
  • Have exposure to ERP, CRM, and BI tools.
  • Be able to coordinate cross-functional teams.
  • Have strong organizational and time management skills.
  • Communicate and collaborate exceptionally well.
  • Be professional, resilient, and comfortable navigating ambiguity.
  • Hold a degree in Finance, Business, or a related field.
  • Preferably live in the Eastern or Central time zone with convenient access to commercial air travel.
  • Be legally authorized to work in the United States without current or future sponsorship.

Priekšrocības

  • Remote work arrangement.
  • Travel to meet clients as needed.
  • Full-time, direct-hire position.

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