Vice President leading R&D initiatives combining biology and technology for vision care solutions. Innovating products across surgical platforms and enhancing clinical outcomes.
About the role
- SVP role managing Private Equity data and reporting at H.I.G. Capital. Overseeing a new team to streamline data collection across multiple strategies and ensure compliance.
Responsibilities
- Design and implement a scalable operating model for collecting financial and operational data across all H.I.G. Private Equity portfolio companies globally, spanning across all PE strategies
- Establish standardized data templates, submission cadences, and data dictionaries developed in direct collaboration with portfolio company CFOs and their Finance Teams, and in coordination with Deal Teams
- Own the end-to-end data intake process, including validation, cleansing, exception management, and escalation protocols for late or inconsistent submissions
- Identify and implement technology solutions (e.g., data aggregation platforms, ERP integrations, emerging AI capabilities) to automate and streamline collection workflows
- Maintain a centralized Portfolio Data Management System (currently, Dynamo) that serves as the single source of truth for portfolio company data
- Produce recurring monitoring reports (monthly/quarterly) on portfolio company KPIs, financial metrics, and operating performance for Deal Teams and senior leadership
- Develop dashboards and reporting packages supporting Capital Formation and Investor Services in LP reporting and fund marketing — including ILPA, quarterly portfolio company data collection, customized LP templates, and ad hoc requests
- Work with Finance and Compliance Teams on portfolio company data deliverables for regulatory filings (Form PF, etc.)
- Deliver portfolio-level roll-ups and trend analysis across strategies, vintages, sectors, and geographies
- Support ad hoc analytical requests from Deal Teams, including variance analysis, scenario modeling, and portfolio benchmarking
- Serve as the primary liaison between portfolio companies and internal stakeholders including Valuation, Investment Operations (Middle-Office), Performance Reporting, and Finance Teams
- Partner with the Valuation Team to ensure timely and accurate delivery of financial data required for quarterly fair value assessments
- Coordinate with Performance Reporting, Investor Services, and Capital Formation on LP data requests, Side and Diligence Letter obligations, and fund-level reporting requirements
- Work with Deal Teams to ensure portfolio monitoring frameworks reflect investment thesis milestones; coordinate Deal Team sign-off on submitted data and build out the policy and audit trail supporting that process
- Build and document standard operating procedures (SOPs) for all portfolio monitoring workflows, ensuring repeatability and scalability as the portfolio grows
- Establish data governance standards including data quality controls, audit trails, and submission compliance tracking, in alignment with Investment Advisers Act and other applicable auditing and internal control frameworks and private equity valuation best practices (ASC 820 / IPEV guidelines)
- Define and enforce escalation protocols for late, incomplete, or materially inconsistent submissions from portfolio companies
- Drive continuous process improvement initiatives to increase efficiency and reduce manual effort across the monitoring lifecycle
- Evaluate, implement, and manage portfolio monitoring platforms (e.g., Dynamo, Chronograph, 73Strings, or similar PE-focused tools)
- Partner with IT and data engineering teams to build and maintain data pipelines that connect portfolio company submissions to downstream reporting systems
- Drive automation of manual reporting processes – explore AI enablement
- Ensure data systems meet internal controls, security, and compliance requirements
- Lead the build-out of the PDR team from inception — define roles, recruit, and onboard new team members, establish team operating norms, and manage outsourced relationships
- Manage relationships with portfolio company finance and accounting contacts, serving as a trusted and accountable point of contact
- Train portfolio company personnel on reporting requirements, templates, and submission processes
- Present monitoring results and operational updates to the Global COO, Fund Heads, and Deal Teams as required
Requirements
- 10+ years of total experience with a minimum of 6+ years in private equity
- Bachelor of Science in Accounting or Finance is required
- CPA a plus
- Deep understanding of PE deal structures, portfolio company financial reporting, and valuation frameworks (ASC 820 / IPEV)
- Familiarity with ILPA, Form PF, LP reporting standards, and Investment Advisers Act obligations
- Demonstrated experience building or scaling portfolio data collection, reporting, or operations infrastructure within a private equity environment
- Hands-on experience with portfolio data management systems (Dynamo, Chronograph, 73Strings, or similar)
- Track record building data governance policies and audit-ready workflows
- Highly independent, self-starter professional that can build and lead a team
- Takes full ownership and accountability of work product and leads by example in areas of attitude, attention to detail, urgency, cross-collaboration, process improvement, and quality of work
- Strong planning and organizational skills; effective communicator and collaborator
- Advanced Excel skills (complex formulas, large data models); working knowledge of data engineering concepts and automation tools a strong plus.
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Vice President of R&D responsible for innovation strategy in capital equipment and software solutions. Leading multidisciplinary teams at Johnson & Johnson to enhance vision treatments.
Commodities Document Negotiator within Fixed Income focusing on negotiating master agreements at Morgan Stanley. Collaborate with internal and external teams to ensure effective agreement terms.
VP, Senior Incident Response Lead enhancing Synchrony’s incident response capabilities for cybersecurity operations. Leading technical strategies and initiatives while mentoring less - experienced team members.
Senior Vice President at BBVA responsible for defining sales strategies and maximizing client profitability. Collaborating with multidisciplinary teams to expand market share and achieve sales objectives.
VP Partner Management responsible for overall partner ecosystem strategy and execution. Collaborating with executive teams and driving revenue through strategic partnerships.
VP of Training & Development leading change management and operational enablement at Luminate Bank. Driving adoption of mortgage technology and improving organizational goals in financial services.
Transaction Manager responsible for managing a portfolio of 40 - 50 transactions at GLAS. Ensures timely collection and analysis of financial statements and maintains client relationships.
Lead the Program Management Team supporting Lending’s Credit Risk Management at Navy Federal. Align program delivery and ensure comprehensive control environment across the lending life cycle.
VP Games defining and leading the end - to - end gaming strategy at Mondia. Driving user growth, engagement, and revenue in digital gaming ecosystems globally.