Manager, Portfolio Performance and Operations

POSITION: Manager, Portfolio Performance & Operations COMPANY: CPC Management, LLC JOB LOCATION: Remote or Hybrid (Kansas City, MO) DIRECT REPORTS: None REPORTS TO: COO, dotted line to VP of Finance TRAVEL: 40-50% Company Background CPC Overview: CPC makes long-term investments and is organized as a company, not around funds like traditional Private Equity firms. This structure enables CPC to implement what it believes to be the best strategies to create defensible, long-term value―aligning the incentives of shareholders, management, and all stakeholders in CPC’s businesses. Sustainable competitive advantage derives from long-term investments in innovation, workforce development, the adoption of new technologies, and supply chain improvements. CPC is owned by large family offices and successful entrepreneurs aligned around long-term decision-making and wealth creation. CPC was formed through the merging of Curran Companies’ and C3 Capital’s management teams. CPC seeks to invest $60MM to $120MM into 1-2 lower middle market businesses per year. It does not use enterprise leverage to fund acquisitions, instead focusing management teams to excel in what CPC calls the Five Key Battles™: People, Systems and Processes, Execution, Customer Intimacy, and Product Leadership. Prior to forming CPC, the management team invested in over 100 businesses covering a wide variety of industries. Position Overview We are seeking a highly analytical and operationally focused FP&A/Business leader to support CPC and its portfolio of operating businesses. This role will report to the COO and together, they will serve operating company leadership teams, driving forward-looking financial insights, improving forecasting accuracy, and enabling rapid, data-driven decision-making. The ideal candidate will play a critical role in minimizing negative financial surprises through disciplined rolling forecasts and will actively collaborate with operating teams to identify root causes of performance gaps and implement actionable countermeasures. Key Responsibilities 1. Rolling Forecasting & Financial Visibility

• Develop and maintain rolling 12 month financial forecasts across portfolio companies
• Continuously refine forecasting processes to improve accuracy, transparency, and responsiveness
• Identify risks and opportunities early, proactively communicating potential variances to leadership

2. Variance Analysis

• Analyze monthly and quarterly performance against budget, forecast, and prior year
• Clearly articulate commercial & operational drivers of variance (volume, pricing, cost, mix, .. etc.)
• Translate financial results into actionable business insights and drive the refinement of leading indicators which gives leaders real-time forward-looking visibility

3. Root Cause Analysis & Countermeasures

• Partner with operating company finance and operations teams to diagnose performance gaps
• Lead structured root cause analysis (e.g., operational, commercial, cost-related drivers)
• Develop and track data-backed countermeasures to bring performance back on track
• Ensure accountability and follow-through on action plans

4. Business Partnership & Operational Engagement

• Act as a bridge between holding company leadership and operating companies
• Facilitate in-person cross-functional collaboration to align financial and operational goals
• Enable fast, data-driven decision-making by delivering clear, concise insights

Education and Experience

• Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred)
• 5–8 years of FP&A or operational finance experience
• Expert with ERP, Excel and BI/Reporting tools
• Experience working inside 2 or more operating companies (manufacturing, distribution, service) required
• Experience supporting multiple operating companies preferred
• Experience with budgeting, forecasting, financial modeling, and scenario planning
• Demonstrated ability to partner with operations and influence outcomes
• Experience driving root cause analysis and performance improvement initiatives

Key Performance Indicators

• Improved financial forecast accuracy across operating companies
• Reduction in unexpected financial variances (“negative surprises”)
• Measurable improvement in operating company performance

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