Principal Business Analyst, Portfolio Management
Mission LaneSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Mechanical, Electrical, Plumbing, Business ServicesIndustries
Requirements
Candidates should possess over 10 years of experience in business leadership, general management, or portfolio management, with a demonstrated success in managing multiple P&L statements. Strong financial acumen, including experience with budgeting, forecasting, and performance analysis, is essential. Prior experience in industrial, manufacturing, or skilled trades environments is strongly preferred. The ideal candidate must be able to lead through influence, particularly with seasoned operators, and be comfortable balancing high-level strategy with detailed operational issues. Excellent communication, coaching, and interpersonal skills are required, along with a Bachelor's degree in business, finance, or engineering, with an MBA or similar being preferred.
Responsibilities
The Portfolio Operations Manager will own P&L responsibility for a portfolio of 8-10 MEP sector businesses, establishing annual plans and managing revenue, EBITDA, and cash flow targets. They will manage and support the leaders of each portfolio company, acting as a coach and accountability partner, while tracking and driving KPIs and implementing turnaround strategies for underperforming businesses. Responsibilities also include partnering with company leaders on growth plans, capital investment, and operational improvements, serving as the primary liaison between network companies and Teamshares, and preparing performance updates. Additionally, the manager will identify and drive cross-portfolio synergies and ensure all businesses operate within legal, ethical, and financial standards.
Skills
P&L Management
Financial Planning
EBITDA Management
Cash Flow Management
Leadership Development
Performance Management
KPI Tracking
Strategic Planning
Operational Improvement
Business Acumen
Financial Analysis
Turnaround Strategies
Teamshares
Facilitates employee ownership of small businesses
About Teamshares
Teamshares facilitates employee ownership of small businesses, focusing on those whose owners are nearing retirement. The company purchases these businesses and gradually transfers ownership to the employees, starting with 10% of the stock and increasing to 80% over 20 years. This approach helps maintain business continuity and prevents job losses that can occur when a business is sold to an outside buyer. Teamshares generates revenue from the profits of the businesses it acquires and also offers proprietary software, education, and financial products. By promoting employee ownership, Teamshares not only supports the financial stability of employees but also strengthens the local economy by preserving small businesses. The company differentiates itself by recruiting mission-driven leaders for the acquired businesses and providing them with extensive training.
New York City, New YorkHeadquarters
2019Year Founded
$214.3MTotal Funding
DEBTCompany Stage
Fintech, Social ImpactIndustries
51-200Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Paid Vacation
Paid Sick Leave
Paid Holidays
401(k) Company Match
401(k) Retirement Plan
Profit Sharing
Paid Parental Leave
Risks
Expansion into Japan may expose Teamshares to unfamiliar regulatory environments.
Increased competition from platforms like SKROL could challenge Teamshares' market position.
Reliance on debt financing could increase financial risk if businesses underperform.
Differentiation
Teamshares is a market leader in small business employee ownership with 84 acquisitions.
The company uniquely transitions 80% ownership to employees over 20 years.
Teamshares provides proprietary software, education, and financial products to acquired businesses.
Upsides
Teamshares plans to expand into Japan, supported by major financial institutions.
The 'small business silver tsunami' offers significant acquisition opportunities for Teamshares.
Increased interest in employee ownership models supports Teamshares' mission and growth.
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