Portfolio Business Manager

Strategy and Operations | Full-Time | Salaried | Waxahachie, TX

Why Join Us?

Americase is building one of the most integrated platforms in dangerous goods safety and high-value equipment protection. Each area of business tackles a different part of the challenge for safely transporting high-value goods, and each collaborates to make the organization stronger.

If you are analytically sharp, operationally curious, and energized by helping growing businesses run more professionally, this role puts you at the center of that growth, working directly with the executive team and a clear career path to as the portfolio matures.

About the Role

The Portfolio Business Manager is the operational and analytical backbone for three earlier-stage portfolio companies reporting to the Chief Operating Officer. You will give each business the management infrastructure, financial visibility, and operational discipline it needs to scale, without each one having to build its own back office from scratch.

Working for the COO and in close partnership with the CEO, CRO, and CFO, you will make sure each business’s numbers are understood, its processes are documented, its people are developing, and its coordination with shared services and sister companies is tight and productive.

What You’ll Do

Business Operations Support: Serve as the day-to-day operations resource for each portfolio company, partnering with its leadership to put sound processes, administrative functions, and management disciplines in place.
Shared Services Coordination: Ensure each business effectively uses the Finance, HR, IT, Marketing, and Legal services provided centrally.
Operating Cadence: Help each President or Director build weekly rhythms, reporting routines, and accountability structures that keep teams executing consistently.
Financial Reporting & Analytics: Own financial reporting and business analytics for the portfolio, delivering accurate, timely, and actionable insight to the COO, CEO, and CFO.
Dashboards & Business Reviews: Build entity scorecards covering revenue, margin, pipeline, utilization, and project delivery, and prepare monthly and quarterly business reviews for leadership.
Planning & Forecasting: Support the CFO with budget development, variance analysis, and financial planning, and support the CRO with pipeline and revenue analysis.
People Development: Help leaders build performance frameworks, identify training needs, and onboard new team members with day-one access to systems and tools.
Process & Systems: Document and improve core processes such as client intake, project delivery, billing, and reporting; drive data quality in Zoho CRM, Projects, and Billing; and maintain EOS Scorecards, Issues Lists, and Rocks between quarterly sessions and L10 meetings.
Cross-Company Coordination: Connect the right people across the portfolio and sister companies, facilitating communication, referrals, and process alignment.

What You Bring

5+ years of progressive experience in business operations, financial analysis, business management, or a related field, ideally in a multi-entity, professional services, or growth-stage environment
Strong financial analysis and business intelligence skills, including building dashboards, analyzing P&Ls, identifying variances, and turning data into clear operational insight
Proven ability to support multiple business units at once, balancing competing priorities, cultures, and business models without losing rigor
Experience documenting, standardizing, and improving processes in organizations still building their management infrastructure
Strong interpersonal and coordination skills, with the ability to lead through relationships and influence
Bachelor’s degree in Business Administration, Finance, Accounting, or a related field preferred, or an equivalent combination of education and experience

Highly Preferred

Experience with Zoho CRM, Zoho Projects, or Zoho Billing, or comparable CRM and project management platforms
Familiarity with EOS (Entrepreneurial Operating System), including Scorecards, Rocks, L10 meetings, and the V/TO
Background in professional services, consulting, testing/certification, or technical services businesses
Experience supporting fractional or shared-services finance functions in a multi-entity environment
Comfort operating in ambiguity and finding rapid growth energizing rather than frustrating

Who Thrives Here

Analytically Sharp, Operationally Grounded: You read a P&L the way a mechanic reads an engine, understanding what the numbers say about what is working and what is not.
A Capacity Multiplier: You don’t run the businesses, but you make each leader more effective by handling the infrastructure that slows them down.
Trust Built Through Execution: You show up, do what you said you would do, and solve problems before they become crises.
Growth-Minded: You see this role as a starting point, with a clear path to Director of Business Operations as the portfolio scales.

Pre-Employment Requirements: Any offer of employment from Americase is contingent upon successful completion of a background check, drug screen, and verification of employment eligibility, in accordance with applicable federal and state law.

Equal Employment Opportunity

Americase is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, veteran status, or any other status protected by federal, state, or local law, including Title VII of the Civil Rights Act, the ADEA, GINA, VEVRAA, the ADA/ADAAA, and Chapter 21 of the Texas Labor Code.

Reasonable Accommodations: Americase is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. To request an accommodation, please contact Human Resources.

E-Verify: Americase participates in E-Verify to confirm the employment eligibility of all newly hired employees. For more information, visit www.e-verify.gov.

This job posting is intended to describe the general nature and level of work for the International Portfolio Business Manager position. It is not an exhaustive list of all duties, responsibilities, or qualifications. Americase reserves the right to modify duties and requirements at any time based on business needs.

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