Portfolio Finance Business Partner
Core
Financial and operational backbone supporting the fund and portfolio companies, handling entity setup, management accounts, and cash flow monitoring.
Role type
Finance Business Partner (Fractional)
Builds
Operational finance infrastructure for new portfolio companies and fund administration processes
Domain
Nature & climate investment fund / Sustainable finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Management accounting, financial control, accounts reconciliation, invoicing, payments processing, management account preparation, financial due diligence support, entity setup, cash flow monitoring, VAT handling
Preferred skills
Fund or PE-backed environment experience, portfolio company finance support experience, fractional CFO structure familiarity
Technologies
None explicitly stated
Responsibilities
Set up operational finance infrastructure for new portfolio companies; Work alongside fractional CFO to provide financial oversight; Prepare and review management accounts; Support financial due diligence and reporting; Monitor cash flow and maintain accurate records across entities
Seniority
Mid-level, hands-on IC