The Role
Lead the Office of the CFO engagements, provide strategic finance solutions, guide clients on accounting standards, and drive business development initiatives.
Summary Generated by Built In
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting 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), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), 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 solutions across the entire business and investment lifecycle. Leveraging multi-dimensional backgrounds in advisory and operating roles, 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, 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
Top Skills
Adaptive
Dynamics
Floqast
Kyriba
NetSuite
Onestream
Power BI
Python
Sage Intacct
SQL
Tableau
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The Company
What We Do
Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex challenges ranging from performance improvement to accelerated transformation to complex financial restructuring
