Vice President, FP&A - Portfolio Operations

Practice: Finance & Data Intelligence (FDI)

STOC Advisory Locations: Baltimore, Dallas, Minneapolis, Nashville, or Jacksonville preferred.

Remote (U.S.) considered for the right candidate.

STOC Advisory's Finance & Data Intelligence practice is hiring a Vice President of FP&A to lead finance infrastructure across our private equity sponsors' portfolio companies. The role sits between sponsor deal teams and portco CFOs, with responsibility for the systems, forecasts, and decision support that determine whether an investment thesis converts into operating reality.

The work is concentrated in the lower middle market, where finance functions are typically under-resourced, fragmented across acquisitions, and dependent on manual Excel processes that don't scale. FDI replaces those processes with standardized infrastructure, forward-looking analytics, and AI-enabled workflows that compound across the portfolio.

This is a builder seat. You will own analytical products including pricing tools, customer profitability models, and scenario planners that ship across portcos and shape how sponsors and operators make decisions.

What the role owns

• Portfolio company FP&A: Lead the FP&A function across multiple PE-backed companies. Partner directly with CEOs, CFOs, and sponsors. Own the translation from operating data to investor-grade analysis, including board packages, lender reporting, and the narratives that support refinancings, add-ons, and exits.
• Forward-looking analytics and decision support: Own the analytical products that drive operating decisions: pricing and margin analysis, customer and SKU-level profitability, cohort and retention economics, scenario and sensitivity planning, and capital allocation frameworks. These are the tools sponsors and operators actually use to decide where to invest, where to cut, and what to defend.
• Infrastructure: Build the standardized FP&A stack FDI deploys across portcos: 3-statement models, driver-based forecasts, 13-week cash flow models, KPI dashboards, and budget-vs-actuals frameworks. Reporting cadences and definitions should look the same across companies even when underlying systems don't.
• Product ownership: Treat recurring analytical work as products, not deliverables. Define the spec, ship the v1, gather feedback from portco CFOs and sponsors, and iterate. Pricing tools, profitability engines, and scenario models should improve every time they are deployed against a new portco.
• AI-enabled workflows: Design and ship automation that replaces manual finance work, including variance commentary generation, anomaly detection, TB and GL ingestion, and normalization across charts of accounts. You will work directly with FDI's engineering team to train workflows on portfolio data and turn one-off analyses into reusable systems.
• Cash and working capital: Maintain rolling forecasts and 13-week models. Identify liquidity risk early. Drive AR/AP, inventory, and deferred revenue improvements where the data points to it.
• Transaction support: Support QoE tie-outs, EBITDA bridge validation, synergy tracking, and integration planning. Translate value creation plans into FP&A outputs that map to the investment thesis.

What we're looking for

• 6 to 10 years in FP&A, transaction advisory, investment banking, or PE portfolio operations, with meaningful time inside or alongside PE-backed businesses.
• Strong 3-statement, cash flow, and scenario modeling.
• Working knowledge of recurring, project-based, and hybrid revenue models, working capital mechanics, and EBITDA normalization.
• Direct experience building pricing models, customer profitability analysis, or unit economics frameworks is a strong signal.

On the technical side: advanced Excel is the floor. SQL or Python proficiency is expected, not "interest in." If you have not personally built or shipped at least one automated finance workflow (Python, SQL, low-code, or LLM-based), this is not the right seat. Experience with ERP and accounting systems (NetSuite, QuickBooks, Sage Intacct) and BI tools (Power BI, Tableau) is assumed.

We are looking for someone who builds repeatable products rather than one-off deliverables, who is comfortable in incomplete data environments, and who can hold the room with both an operator and a sponsor.

What you'll be building

• Pricing and margin analysis tools deployed across portcos with comparable taxonomies
• Customer, segment, and SKU-level profitability engines tied to live transaction data
• Scenario and sensitivity planners used by sponsors in board and investment committee discussions
• Standardized monthly reporting packages with auto-generated commentary
• Variance analysis engines tied directly to GL-level data
• Dynamic forecasting models integrated with live ERP feeds
• Cross-portfolio dashboards that let sponsors compare companies on consistent metrics
• Internal agent workflows that remove 20 to 50 hours of manual finance work per company per month

Compensation

Base salary starts at $210K and scales with experience. Target performance bonus of 30% of base, tied to client outcomes and practice performance. Long-term incentive participation in the Finance & Data Intelligence practice, structured to reward candidates who help build it.

Total compensation for senior candidates with deep AI and automation experience can reach meaningfully higher; specifics discussed in process.

Remote candidates outside our preferred markets considered with comp aligned to local benchmark.