Vice President, Portfolio Finance - GIP
Overview
Position Summary
Portfolio Performance & Financial Analysis
- Lead monthly and quarterly reviews of portfolio company financial and operating performance, including actual results, budgets, forecasts, liquidity positions, and key business metrics
- Analyze and explain the underlying drivers of EBITDA, cash flow, working capital, liquidity, leverage, and other critical performance indicators
- Evaluate business performance through both financial and operational lenses, linking results directly to underlying operational KPI drivers
- Identify emerging risks, opportunities, and trends across the portfolio and develop actionable recommendations for management and investment teams
Financial Modeling & Capital Structure Analysis
- Build, review, and enhance complex financial models, including three-statement models, operating forecasts, cash flow analyses, scenario assessments, and sensitivity analyses
- Lead analysis of capital structures, debt facilities, covenant compliance, refinancing opportunities, interest-rate exposure, liquidity planning, and other treasury-related matters
- Monitor portfolio company leverage, debt service capacity, and financing requirements, providing recommendations to investment and management teams
Reporting & Portfolio Analytics
- Drive the continued enhancement of portfolio reporting processes, analytics, systems, and data infrastructure
- Partner with portfolio companies, internal stakeholders, and technology teams to improve reporting consistency, scalability, data quality, and decision-support capabilities
- Develop dashboards, reporting frameworks, and performance monitoring tools that enable more timely and actionable insights
Strategic Business Partnering
- Serve as a trusted finance partner to Portfolio Company CFOs and finance teams, GIP Investment Teams, and Business Improvement professionals
- Challenge assumptions, assess business plans, and provide objective analysis to support strategic and operational decision-making
- Support value creation initiatives by quantifying opportunities and monitoring execution against financial objectives
Executive Communications
- Prepare concise, executive-level analyses and presentations for senior management, Investment Committees, Portfolio Committees, investors, and other stakeholders
- Distill complex financial and operational information into clear narratives that support decision-making
Special Projects
- Support strategic initiatives across the portfolio, including integrations, carve-outs, operational improvement programs, financing transactions, audit-related projects, and other ad hoc priorities
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline
- 7-10+ years of experience in private equity portfolio finance, corporate finance, financial planning and analysis, investment banking, leveraged finance, transaction advisory, consulting, or a similarly rigorous analytical environment
- Exceptional financial analysis and problem-solving skills, with the ability to evaluate complex business situations and translate findings into actionable recommendations
- Advanced financial modeling expertise, including experience building and reviewing operating, cash flow, three-statement, scenario, and sensitivity models
- Strong understanding of debt and capital markets, including leverage, capital structures, covenant analysis, liquidity management, refinancing activities, and interest-rate considerations
- Outstanding communication and presentation skills, including the ability to influence senior stakeholders and convey complex concepts in a concise and compelling manner
- Advanced Excel and PowerPoint skills
- Strong knowledge of Chat GPT, Claude, and other LLMs preferred
- Experience working with financial reporting, visualization, and analytics platforms such as Chronograph, Workiva, SAP, Hyperion, Power BI, or similar tools
- Demonstrated ability to manage multiple priorities in a fast-paced environment while collaborating effectively across diverse stakeholder groups
Preferred Qualifications:
- Experience supporting portfolio companies within private equity, infrastructure, energy, transportation, industrials, digital infrastructure, or other capital-intensive industries
- Familiarity with infrastructure assets and infrastructure investing
- CPA, CFA, or other relevant professional designation
For New York, NY Only the salary range for this position is USD$150,000.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
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