Operations Analyst

About the Role

An Operations Analyst helps manage the oversight of 30+ small-to-medium-sized businesses in the $2M – $10M EBITDA size range. Businesses include specialty contractors, landscaping and garden centers, and outdoor adventure.

Key Responsibilities

• Work with companies to collect, organize, systematize, and analyze operating metrics.
• Support new company integrations after acquisition, including implementing key operational, HR, and financial systems, and documenting and communicating the key provisions of transaction documents.
• Execute administrative, support, special research, or operational projects within portfolio companies, helping CEOs be successful, to include supporting periodic CEO gatherings and best-practice-sharing events.
• Execute the monthly financial reporting process for portfolio companies, including creating and maintaining individual company reports, compiling data into standardized templates at the fund and company level, and reporting quarterly investment performance to senior management.
• Maintain an internal record of existing debt instruments and contingent payment programs across the portfolio of companies.
• Identify and implement technology tools to optimize Operations Team processes and information gathering.
• Help draft, format, and edit periodic investor reporting.
• Identify and execute on cross-fund improvements, including opportunities for better documentation and fund-level process automation.
• Help manage new company integrations after acquisition, implementing key operational, HR, and financial systems.
• Execute Operations-Team-level assignments like financial analysis & modeling, sector & comparable company research, researching software or service vendors, and identifying potential tuck-in acquisition targets.
• Gain integrational and operational experience with multiple small business types.

Requirements & Tech Stack

• Highly detail-oriented, information-capturing, project-managing, and document-drafting.
• Comfortable consolidating financials, documenting hiring processes, and capturing/compiling examples of regularly engaged documents.
• Excel and Google Sheets proficiency.
• Expertise with project management tools like Asana and/or Notion is a major plus.
• Ability to source, assess, implement, and manage software tools.
• Facility with gathering and tracking company-supplied metrics and management rhythms.
• Excellent verbal, written, and presentation skills.
• Proven history of 'scrappiness' – willingness to get on the front lines of an organization and jump into projects.
• Unquestionable integrity and ethics.

Qualifications

• A B.A. or B.S. degree in finance or business.
• Solid financial acumen – knowledge of general finance and budgeting, and comfort with three-statement financial models, including profit and loss (P&L), balance sheet, and statement of cash flows.
• Outstanding follow-through.
• Demonstrated excellence in multiple/parallel project planning and management; laser-focused control of calendar and tracking to-dos.
• Prior internships or experience in private equity or small businesses is a definite plus.
• Questionably high tolerance for tired jokes.

Compensation

• $70k-80k base salary, commensurate with experience.
• Performance-based bonus equal to 10% of base salary.
• Betterment 401(k) with an up-to 4% match.
• Health and dental insurance.
• Self-directed PTO.
• Monthly coaching/counseling stipend.
• Monthly date night allowance for you and your spouse.