Broadview Group - Data & Analytics Lead

Opportunity

This is a data operating lead role at Broadview, focused on building the trusted data foundation that helps Broadview and its portfolio company leaders run businesses with better visibility, better discipline, and better decisions.

Most middle-market businesses arrive with data that is not yet ready for ownership-level decision making. Information lives across ERPs, CRMs, accounting systems, spreadsheets, and PDF reports. KPIs may be defined differently across businesses, or even differently within the same business over time. Broadview is hiring its first dedicated data leader to help solve these problems across the portfolio.

This is not an IT generalist role, a CIO role, or a pure dashboarding role. It is a hands‑on builder role for someone who can understand messy operational data, establish clean and connected data environments, and turn that work into reliable KPI reporting that executives, operators, and investment professionals can actually use.

The opportunity is to build, with meaningful latitude, the data backbone that makes Broadview a materially better owner of middle-market businesses. Done well, this work becomes a competitive advantage in how Broadview runs what it owns and how it diligences and integrates what it acquires.

You will work alongside Broadview’s investment team, finance leaders, controllers, operations leaders, and portfolio company leadership to define the KPIs that actually matter for each business. Before a line of code is written or a row is extracted, you will help the team understand how the business works and how people think about performance.

KPI selection is a business conversation. Implementation is a technical conversation. Sustained discipline is a governance conversation. You will drive all three in partnership with the people who oversee and run the businesses.

Each portfolio company needs a data layer that is clean, connected, accessible, and auditable. You will design the architecture, select and implement tools, and personally build the initial implementations for the first portfolio companies Broadview tackles.

That means building reliable pipelines from source systems such as ERPs, CRMs, accounting platforms, and operational systems into a governed analytical environment. It also means creating consistent data definitions, documenting quality standards, and ensuring those standards are actually enforced.

Over time, as the pattern becomes repeatable, you may rely more heavily on implementation partners or vendors. The early work, however, requires hands‑on craftsmanship from someone who has done this before and understands where the edges are.

Data governance at middle-market scale is less about bureaucracy and more about discipline. Are definitions consistent? Are reconciliations happening? When a KPI moves, can we trust the movement, or did a pipeline change create noise? Are business processes quietly corrupting the data?

You will create lightweight, practical, fit‑for‑purpose standards and help the organization hold itself to them. Where data quality is broken, you will help drive remediation. Where it is inconsistent, you will drive standardization.

The work does not stop adview needs decision‑grade outputs, including data models, reporting layers, dashboards, and answers to ad hoc analytical questions. A one‑page KPI view that a Broadview principal can scan in thirty seconds and use to understand the health of a business is more valuable than a sixty‑tab dashboard nobody opens.

Every acquisition presents a data problem. During diligence, you may help assess whether target company data is reliable enough to support the investment thesis. After close, you will lead the data integration effort, with the goal of creating basic ownership‑level visibility within 90 days and fuller integration into Broadview’s portfolio…