Director of Portfolio Finance & Operations

Overview

Energize Capital is a leading, multi-stage investor focused on capitalizing the transition to a digitized and decarbonized economy. Energize invests in software and services businesses, targeting asset-light, digitally-enabled solutions that drive innovation and scale across the climate, energy and industrial verticals. Deploying capital through both its venture capital (Ventures) and private equity (Endurance) strategies, Energize has funded nearly 40 companies and deployed more than $970 million to date.

The Energize team has deep heritage as investors, operators and innovators in the energy transition. The team leverages this domain expertise to guide its research-based investment approach and to drive growth and scale across its portfolio after initial investment. Energize is looking for driven, self-motivated professionals who can bring diversity of thought, intellectual rigor, humility, and a collaborative mindset to our growing entrepreneurial team.

The Director of Portfolio Finance & Operations will lead the finance-focused pillar of Energize’s EDGE value creation team, which partners with the investment team and our portfolio of climate software companies to support value creation and risk mitigation initiatives. This role is responsible for architecting and executing Energize’s portfolio finance operating model, building high-quality financial discipline across the portfolio, and ensuring consistent, accurate, and actionable insights.

This individual will oversee financial data and reporting workflows, support complex diligence, mentor portfolio finance leaders, and identify opportunities to strengthen financial and operational performance across both venture and private equity investments. They will also develop and manage the Portfolio Finance & Operations team, including the Senior Portfolio Finance Manager and Portfolio Data Analyst.

Reporting to the Head of Portfolio Services & Impact, this is a highly strategic and hands-on leadership position ideal for a seasoned finance operator with deep SaaS experience and a strong track record in VC/PE portfolio value creation.

• Maintain strong, trust-based relationships with CFOs, CEOs and other senior finance leaders across the portfolio.
• Mentor and advise portfolio finance teams, helping them strengthen processes, systems, and strategic finance capabilities.
• Conduct financial and operational plan reviews and provide targeted recommendations to improve performance.
• Occasionally step into interim or advisory operating roles within portfolio companies during moments of transition, growth, or need.
• Review financial models, data rooms, and reporting packages prepared by portfolio companies in advance of fundraising or M&A.
• Help advise and prepare companies to optimize exit value and prepare for M&A events.

• Lead the CFO Working Group, fostering a community of learning, best-practice sharing, and functional excellence.
• Create and deliver playbooks, training programs, and repeatable frameworks for finance and operations maturity.
• Oversee and manage relationships with external consulting partners and advisors, ensuring alignment with firm and portfolio priorities.
• Oversee ongoing quarterly portfolio performance reporting to ensure accuracy, consistency, and insights that inform LP reporting and drive firm-wide decision-making around asset management.
• Support the portfolio health and asset management process in close partnership with the Head of EDGE and investment team, ensuring timely visibility into company performance and emerging risks.
• Review and provide feedback on annual plans, budgets, and forecasts across the portfolio.

• Partner with the investment team on complex due diligence—particularly around revenue modeling, operational maturity, and financial structure of SaaS and software companies.
• Develop, coach, and manage the Portfolio Finance & Operations team—including the Senior Portfolio Finance Manager and Portfolio Data Analyst.
• Collaborate closely with the Head of EDGE to align finance-focused initiatives with broader value creation…