Head of Operations & Strategic Finance

Head of Operations & Strategic Finance
Philo Ventures

United States, Utah, Lehi

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Salary

Rank

Director

Responsibility

Head of SS/GBS

Scope

Regional

Workplace

100% in office

Functions

Finance

HR

Legal

Marketing

Reports to

CEO

Level

0

Travel Max:

0%

Posting Date

03-13-2025

Description

The Head of Operations and Strategic Finance will work closely with the CEO and leadership team to shape Philo Ventures’ strategic direction. This role is ideal for a highly analytical and driven professional with experience in top-tier management consulting (MBB), investment banking, or private equity.

Head of Operations & Strategic Finance

Key Responsibilities

Shared Services & Operational Excellence

  • Enhance our shared services function, ensuring efficiency in finance, legal, HR, marketing, and other cross-company operations.
  • Develop and manage key business scorecards, financial reporting structures, and KPI dashboards.
  • Standardize operational processes to enable scalability and better decision-making.

Growth Strategy

  • Define and execute high-priority strategic initiatives across our portfolio.
  • Develop and implement frameworks for evaluating investment opportunities, business performance, and operational improvements.
  • Provide data-driven insights to inform executive decision-making and business planning.
  • Work closely with the leadership of our three verticals (studio, real estate, and hospitality) to provide financial modeling, market research, and strategic analysis.
  • Drive accountability and alignment between Philo’s investments, helping portfolio companies optimize their strategies.
  • Support capital allocation decisions by analyzing return profiles and operational impact across initiatives.

Stakeholder Engagement & Communication

  • Prepare and deliver reports for investors, board members, and external stakeholders.
  • Lead quarterly business reviews, investor updates, and executive team meetings.
  • Develop communication strategies for sharing insights and progress across the organization.

Qualification & Requirements

  • Experience: 4–7+ years in strategy consulting (McKinsey, BCG, Bain), investment banking, or private equity; experience in venture capital or startups is a plus.
  • Education: MBA or equivalent experience preferred.
  • Skillset:
    • Strong financial modeling and data analysis capabilities.
    • Deep strategic thinking with a bias toward execution.
    • Ability to synthesize complex information and drive consensus among stakeholders.
    • Exceptional written and verbal communication skills.
  • Mindset: Entrepreneurial, highly adaptable, and comfortable working in a fast-paced, ambiguous environment.

Benefits

  • Insurance Benefits
  • Retirement Benefits
  • Vacation Policy
  • Other Perks and Benefits…

Company Profile

Philo Ventures
Industry

Investment Management

Revenue

$4.3M

Employees

29

Fortune 500 Rank

NA

Global 500 Rank

NA

View Company Profile