Portage Point Partners

Operationally focused advisory and interim management

Managing Director - Office of the CFO

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-timeNo salary listed

About the Job

Requirements

A bachelor's degree from a top undergraduate program.
Be located in or willing to relocate to Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia.
Be motivated to collaborate in the office four days per week and willing to work at client sites as needed.
Have 15 or more years of progressive experience in financial consulting, strategic finance, audit, banking or performance improvement, with exposure to middle-market companies.
Have experience leading finance and accounting functions and/or finance transformations.
Have expertise creating and implementing analytical, data-driven solutions using modern tools and technologies such as Power BI, Tableau, SQL and Python.
Have experience recommending, selecting or deploying ERP and financial technology tools such as NetSuite, Sage Intacct, Dynamics, OneStream, FloQast, Adaptive and Kyriba.
Have superior written and verbal communication skills, including executive-ready presentation and reporting skills.
Be able to thrive in lean, fast-moving teams.
Have high attention to detail, responsiveness and an ownership mindset.
Have a track record of success in high-pressure, client-facing environments.

Responsibilities

Lead full-lifecycle client engagements across strategic finance, data analytics, accounting advisory, finance transformation, finance function integration and separation, and interim financial leadership.
Advise executives, private equity sponsors, lenders and management teams on critical financial initiatives, including FP&A, budgeting, forecasting, scenario planning and value-creation strategies.
Provide strategic and technical guidance on complex accounting standards such as ASC 606 and ASC 842, and assist clients with transaction-related accounting and financial reporting matters.
Lead clients through transformation and transaction scenarios, including M&A, carveouts, operating-model transformation, technology implementation, and business sales and acquisitions.
Build, deploy and maintain scalable processes, frameworks, methodologies and analytical tools that yield substantial improvements for middle-market OCFO functions.
Design, enhance and integrate performance indicators, dashboards and technology-driven visibility tools using analytics platforms such as Power BI, Tableau, SQL and Python across diverse datasets.
Recommend and lead implementations of ERP, financial close, consolidation and automation systems to improve efficiency, accuracy and controls.
Oversee and manage multiple concurrent workstreams and engagements, providing technical and business advisory and interim management as required.
Coach and mentor junior team members.
Lead internal trainings and best-practice sharing.
Lead business development and client relationship efforts.
Lead talent acquisition and firm-building initiatives.
Contribute to a high-performing, inclusive and values-driven culture.

Salary Range: 750000 to 1100000 (Currency: USD) (Pay period: per-year-salary)

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).

The OCFO team provides strategic finance, operational, technical accounting and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations and consulting, the OCFO team provides holistic perspectives and capabilities to deliver unparalleled results.

The Managing Director, Office of the CFO role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. As a senior leader in the OCFO function, this role offers a unique opportunity to shape and scale both controllership and strategic finance capabilities for our clients. Reporting directly to the OCFO Practice Line Leader, this Managing Director will lead high-impact client engagements, originate new business and steer internal initiatives that advance our market positioning. This individual will operate at the intersection of technical accounting, financial strategy, analytics, process transformation and business development. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.

Responsibilities

Lead full-lifecycle client engagements across strategic finance, data analytics, accounting advisory, finance transformation, finance function integration and separation and interim financial leadership
Advise executives, private equity sponsors, lenders, and management teams on critical financial initiatives including FP&A, budgeting, forecasting, scenario planning and value creation strategies
Provide strategic and technical guidance on complex accounting standards such as ASC 606, ASC 842 and assist clients in transaction-related accounting and financial reporting matters
Lead clients through transformation and transaction scenarios (M&A, carveouts, operating model transformation, technology implementation, business sales/acquisitions)
Build, deploy, and maintain scalable processes, frameworks, methodologies, and analytical tools that yield step-function improvements for middle-market OCFO functions
Design, enhance, and integrate performance indicators, dashboards and technology-driven visibility tools using analytics platforms (Power BI, Tableau, SQL, Python, etc.) across diverse datasets
Recommend and lead implementations of ERP, financial close, consolidation, and automation systems to improve efficiency, accuracy and controls
Oversee and manage multiple concurrent workstreams and engagements, providing technical and business advisory, and interim management, as required
Provide coaching and mentorship to junior team members
Lead internal trainings and best practice sharing
Lead business development and client relationship efforts
Lead talent acquisition and firm-building initiatives
Contribute to a high-performing, inclusive and values-driven culture

Qualifications

Bachelor’s degree from a top undergraduate program
Located in or willing to relocate to Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
15 plus years of progressive experience in financial consulting, strategic finance, audit, banking or performance improvement, with exposure to middle-market companies
Experience leading finance and accounting functions and / or finance transformations
Expertise in creating and implementing analytical, data-driven solutions using modern tools and technologies (Power BI, Tableau, SQL, Python, etc.)
Experience recommending, selecting or deploying ERP and financial technology tools (NetSuite, Sage Intacct, Dynamics, OneStream, FloQast, Adaptive, Kyriba, etc.)
Superior written and verbal communication skills, including executive-ready presentation and reporting skills
Proven ability to thrive in lean, fast-moving teams
High attention to detail, responsiveness and ownership mindset
Track record of success in high-pressure, client-facing environments

About the Company

Portage Point Partners

Operationally focused advisory and interim management

Portage Point Partners provides business advisory and interim management to help companies navigate complexity, transitions, and underperformance. Its team of operators and advisers diagnoses issues, develops practical plans, and leads execution during critical periods across finance, operations, and strategy. They differentiate themselves through hands-on operational execution and real-world leadership, covering performance improvement, transformation, and restructuring while aligning stakeholder interests. The goal is to restore performance and maximize value for owners, creditors, employees, and other stakeholders.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Chicago, IL
Founded: 2016

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