Portfolio Operations Manager - MEP

Position Overview

• Location Type: Hybrid
• Employment Type: Full-time
• Salary: Not specified

Teamshares is a mission-driven startup focused on transitioning small businesses into employee-owned businesses through our software, education, and community products. We are seeking a highly strategic and results-oriented Portfolio Manager to oversee a group of 8-10 small to mid-sized businesses across the manufacturing, electrical, and plumbing sectors. This is a key leadership role responsible for the financial performance, strategic alignment, and executive management of the portfolio. The ideal candidate will be an effective coach to business leaders, a skilled financial operator, and a trusted liaison to the parent company. You will not be managing daily operations but will instead be accountable for driving performance through the company leaders. Success in this role will require an ability to balance strategic oversight with a hands-on understanding of business fundamentals.

Requirements

• Experience: 10+ years of experience in business leadership, general management, or portfolio management
• Financial Acumen: Demonstrated success managing or overseeing multiple P&L statements
• Financial Skills: Strong financial acumen with budgeting, forecasting, and performance analysis experience
• Industry Preference: Experience in industrial, manufacturing, or skilled trades environments is strongly preferred
• Leadership Skills: Proven ability to lead through influence, especially with seasoned operators
• Communication Skills: Comfortable working with both high-level strategy and detailed operational issues
• Education: Bachelor’s degree in business, finance, or engineering (MBA or similar preferred)

Responsibilities

• Financial Oversight:
  • Own P&L responsibility for the portfolio.
  • Work with business leaders to establish annual plans.
  • Manage achievement of aligned up on revenue, EBITDA, and cash flow targets.
• Leadership Development:
  • Manage and support the leaders of each portfolio company.
  • Serve as a coach and accountability partner.
• Performance Management:
  • Track and drive KPIs across businesses.
  • Identify underperformance and work collaboratively to implement turnaround strategies.
• Strategic Planning:
  • Partner with company leaders to develop growth plans.
  • Develop capital investment strategies.
  • Develop operational improvements.
• Reporting & Communication:
  • Serve as the main point of contact between the individual network companies and Teamshares.
  • Prepare and present regular updates on performance, risks, and opportunities.
• Synergy & Optimization:
  • Identify and drive cross-portfolio synergies (shared services, procurement, best practices).
• Governance & Compliance:
  • Ensure that all businesses are operating within legal, ethical, and financial standards.