Financial Performance Portfolio Lead

About The Role

Key Responsibilities

Scaling Operations & Systems

Design, build, and continuously improve the operational infrastructure that allows Teamshares' Financial Performance model to scale efficiently across the portfolio.

Identify process bottlenecks, redundancies, and gaps across how Financial Performance work gets done and drive systemic fixes, not one-off patches.

Develop and maintain playbooks, frameworks, and templates that make high-quality financial performance support repeatable and consistent across network companies.

Partner with Operations Leads and Industry Leads to embed scalable practices in day-to-day engagement with presidents.

Data Strategy & Quality

Lead Teamshares' efforts to unlock, clean, and strategically leverage data across the portfolio.

Audit and improve data pipelines, definitions, and collection practices to drive accuracy and consistency across network company reporting.

Establish and enforce data quality standards in partnership with Finance, Product, and Operations; treating data integrity as a core operational discipline.

Build the analytical infrastructure that makes portfolio-level trends, risks, and opportunities visible and actionable for leadership.

Strategic Planning & Performance Reporting

Support the operational execution of Teamshares' annual and mid-year strategic planning cycles, ensuring network companies engage meaningfully and plans are tracked effectively.

Build and maintain the infrastructure that makes the planning and reporting process efficient, consistent, and actionable, including KPI frameworks and MD&A reporting.

Synthesize planning outputs into portfolio-level views that inform resource allocation and executive decision-making.

Drive the shift from reactive reporting to proactive performance monitoring.

Ensure reporting cadences, formats, and output create an effective feedback loop between network companies and teamshares to drive growth and improve operational performance

Product Partnership & Tool Adoption

Serve as the primary Financial Performance voice in product roadmap planning, translating portfolio needs and field friction into clear, prioritized product requirements.

Partner with the product team to draft impactful roadmap items and ensure Financial Performance workflows are well-represented in what gets built.

Drive adoption of Teamshares' financial and operational tools across network companies;  communicating adoption barriers with the product team.

Close the feedback loop between product delivery and real-world usage, ensuring built features drive measurable behavior change.

What We're Looking For

Required

5+ years of experience in strategy, operations, FP&A, or a related field

Proven ability to work with data at scale: auditing quality, improving pipelines, developing frameworks, and turning complex information into clear insights.

Strong cross-functional operator, able to drive progress across Product, Finance, and Operations without direct authority.

Comfort with ambiguity and the ability to zoom between strategic framing and granular execution as the situation de