VP, FP&A - Portfolio Analytics & Insights (Private Equity)

VP, FP&A - Portfolio Analytics & Insights

Private Equity Firm

I'm partnering with a NYC based PE firm to add a VP, FP&A - Portfolio Analytics & Insights to the team. This role directly reports to the PE firm's CFO.

Position Overview

The VP, FP&A - Portfolio Analytics & Insights will partner closely with the Partners, Operations, CFO, investment teams and portfolio company finance leaders to drive consistency, transparency, and actionable insight across the fund.

This role will lead portfolio-wide consolidation, elevate KPI frameworks, and improve the speed and quality of financial reporting to support value creation and investment decision-making.

Operating at the intersection of finance, operations, and governance, this individual will translate performance into clear drivers of value and help ensure the portfolio is managed with an exit-ready mindset from day one.

Key Responsibilities

Portfolio Company Consolidation, Reporting & Valuation Oversight

• Lead consolidation of portfolio company financials across the fund, ensuring accuracy, consistency, and comparability
• Establish and maintain a standardized monthly reporting package across all portfolio companies
• Assist Deal Teams to translate company-level results into clear, investor-ready summaries, including budget vs. actual, QoQ, and LTM performance
• Drive a disciplined reporting cadence, reducing lag between close and actionable insights
• Ensure consistent definitions and application of key financial metrics (e.g., EBITDA, revenue, gross margin, ARR)
• Assist with portfolio company valuation process, including establishing consistent methodologies, coordinating inputs, and ensuring alignment with audit and fund reporting requirements
• Partner with finance and investment teams to support quarterly valuation cycles and related documentation

Close Process, Finance Partnership & Governance

• Partner with portfolio company CFOs and controllers to strengthen month-end and quarter-end close processes
• Identify inefficiencies and implement improvements to accelerate timelines and enhance reporting quality
• Help align portfolio company accounting practices with fund-level reporting requirements
• Establish clear expectations for variance analysis and commentary, focused on underlying drivers and business implications
• Support ongoing forecasting processes, including rolling forecasts and reforecasting cadence

KPI Development & Performance Analytics

• Develop and implement a consistent, investment-relevant KPI framework across portfolio companies
• Build dashboards and performance tracking tools that enable real-time visibility for deal teams and management
• Assist Deal teams to analyze performance trends, variance drivers, and operational metrics to inform strategic and operational decision-making
• Partner with investment professionals and management teams to translate financial data into actionable operational insights
• Assist Deal Teams to align Portfolio Company KPIs and reporting to value creation plans and investment theses, ensuring metrics support the broader equity narrative

Data Quality & Governance

• Establish standardized reporting templates and ensure high data integrity across all portfolio companies
• Define and maintain a single source of truth for financial and operational data
• Implement processes, controls, and validation checks to ensure data reliability and consistency
• Standardize data definitions and governance protocols across the portfolio
• Support ad hoc analysis for board materials, lender reporting, valuation support, and exit preparation, ensuring outputs are consistent with quality of earnings expectations

Ideal Experience

• 8 years in progressive Finance roles, with at least 2 years of experience in Private Equity management company Finance, FP&A, Portfolio Analytics, Value Creation, Portfolio Monitoring, or Portfolio Reporting.
• Experience in private equity or multi-entity environments strongly preferred
• Exposure to valuation processes, audit environments, and transaction support
• Track record of partnering with CFOs and executive teams across multiple businesses

Ideal Capabilities

• Strong financial modeling and analytical skills
• Understanding of valuation methodologies and fund reporting requirements
• Ability to synthesize complex data into clear, actionable insights
• Experience building dashboards, KPI frameworks, and reporting infrastructure
• Strong understanding of value creation levers in PE-backed environments
• High attention to detail with a focus on data integrity and reporting accuracy
• Operator mindset with strong execution orientation
• High judgment and problem-solving ability
• Comfortable working across ambiguity and multiple stakeholders
• Collaborative, low-ego partner to finance and investment teams

Success Metrics (First 6–12 Months)

• Standardized reporting adopted across the portfolio
• Portfolio monthly results consolidation implemented
• Reporting timelines meaningfully reduced from close to insight
• KPI frameworks implemented and actively used by deal teams

Schedule:

• 4 days a week in NYC office

Compensation:

• $240k-$265k base salary 40% target cash bonus
• Flexible for the perfect candidate