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Financial Performance Portfolio Lead

Skills
AdoptionBusiness IntelligenceData IntegrityData StrategiesExecutive Decision-MakingFoundationsModeling
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 2+ years of operating and project leadership experience in a trades-based business home services company or enterprise-level general contracting firm
  • Demonstrated ability to earn trust with operators and field-based teams
  • Executional bias with strong follow-through and self-direction
  • Strong project management across multiple workstreams and companies
  • Comfort with ambiguity and building without a defined playbook
  • Willingness to travel 50%+ including extended on-site periods
  • Ability to read a P&L and identify operating issues early
  • 5+ years of experience in strategy operations FP&A or related field
  • Proven ability to work with data at scale including quality audits pipelines and frameworks
  • Strong cross-functional operator able to drive progress without direct authority
  • Excellent analytical skills with Excel or Google Sheets plus BI tools and SQL as a strong plus
  • Sharp written and verbal communication skills
  • Entrepreneurial mindset focused on building and improving systems

Nice to have

  • Analytical
  • Cross-functional
  • Entrepreneurial
  • Operationally minded
  • Adaptable
  • Detail-oriented

Day to day

  • Build and continuously improve the operating systems that let the Financial Performance team scale consistently across the portfolio.
  • Translate raw portfolio data into reliable, actionable intelligence and surface risks, trends, and opportunities for leadership.
  • Partner closely with Product, Finance, Operations, and field leaders to turn portfolio needs into durable tools, repeatable processes, and measurable adoption.