Director - Portfolio Operations

About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

About the Role

The Director, Portfolio Operations is responsible for improving the financial and operational performance of firms across our portfolio. This role is deployed into priority firms for defined transformation engagements, working directly with firm and regional leadership to diagnose performance issues, develop improvement plans, and drive execution through measurable results. The Director will focus on EBITDA expansion, margin improvement, cash flow, organizational effectiveness, and sustainable operating practices. This is a hands-on transformation role requiring strong financial acumen, structured problem solving, program leadership, and the ability to influence senior stakeholders without direct authority.

Responsibilities

• Lead transformation, restructuring, and turnaround initiatives within portfolio firms.

• Diagnose root causes of financial and operational underperformance through P&L analysis, operational data, and leadership engagement.

• Develop actionable transformation plans with clear initiatives, owners, milestones, financial targets, and expected benefits.

• Drive implementation from initial diagnostic through execution, benefit realization, and sustained adoption.

• Identify opportunities to improve EBITDA, margins, realization, utilization, staffing leverage, working capital, and cost structure.

• Build and manage integrated workplans, workstreams, milestones, dependencies, risks, and executive reporting.

• Partner closely with Managing Partners, COOs, Regional Leadership, and functional leaders to build alignment and accountability.

• Lead organizational design, right-sizing, process improvement, technology implementation, workforce planning, and operating model initiatives as needed.

• Track realized financial benefits against the transformation business case and intervene when initiatives fall behind.

• Establish operating routines, controls, and performance measures that sustain improvements after an engagement concludes.

Qualifications

Basic Qualifications

• 8+ years of experience spanning restructuring, performance improvement, transaction advisory, transformation, or operations leadership.

• Demonstrated experience leading business transformations or turnarounds that produced measurable EBITDA, margin, or working-capital improvement.

• Strong financial acumen and fluency in P&L analysis and operational performance metrics.

• Experience personally leading complex, multi-workstream initiatives from diagnosis through implementation.

• Strong executive presence and ability to influence senior stakeholders without direct authority.

• Bachelor's degree in Business, Finance, Accounting, Economics, Engineering, or a related field.

• Willingness to travel and embed on-site with portfolio firms for extended periods.

Preferred Qualifications

• Experience with Alvarez & Marsal, AlixPartners, FTI Consulting, Big Four advisory, or a comparable performance-improvement organization.

• Experience in professional services, private equity portfolio operations, or another people-intensive services business.

• Fluency in realization, utilization, leverage, WIP, and working-capital dynamics.

• MBA or other relevant advanced degree.

• Experience with M&A integrations, carve-outs, enterprise technology implementations, or AI-enabled process improvement.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term & Short-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
  

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.