Director, Portfolio Finance & Operations
Chicago, United States
$175,000 – $205,000 plus performance bonus
April 20, 2026
WebSearch keyword
Americas
About This Role
Energize Capital is seeking a Director of Portfolio Finance & Operations to guide its climate software portfolio companies on financial management and value creation at its Chicago headquarters.
About Energize Capital
Energize Capital is a growth equity and venture capital firm focused on climate software companies, backing technology-driven businesses in the energy transition.
Key Responsibilities
- Oversee portfolio-level financial management and value creation initiatives
- Advise portfolio company CFOs and CEOs on budgeting, capital strategy, and transaction readiness
- Lead the Portfolio Finance & Operations team
- Support complex financial due diligence on new investments
- Oversee quarterly performance reporting and financial analytics
- Develop finance best practices and processes across the portfolio
Requirements
- 13+ years in transaction advisory, finance, or value creation roles
- 5+ years in deal advisory with exposure to 10+ transactions
- Deep expertise in SaaS/software business models (ARR, retention, unit economics)
- Experience overseeing consulting relationships and leading teams
- Strong network among finance and operations professionals
- Chicago-based; in-office Monday–Thursday
Compensation
$175,000 – $205,000 base salary plus performance bonus.
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