Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
Responsibilities
- Lead and develop internal FP&A function
- Own annual budget, monthly forecasting, long-range planning (LRP) and scenario planning processes
- Analyze KPIs and support Practice Line Leaders in optimizing delivery productivity
- Implement scalable processes and automations across A&F, including AI & agentic workflows for key processes with the support of Data Analytics team members
- Be a key contributor of value creation, cost optimization and margin expansion efforts
- Maintain and evolve existing automations in collaboration with DA and TPI teams
- Own the quarterly bonus payout process
- Support the Monthly Financial Reporting process and initiative toward a continuous closing cycle
- Operationalize business process changes that come frequently with firm growth
- Implement and evolve standard operating procedures for the FP&A function
- Provide key stakeholders with information vital to respective decision-making processes
- Collaborate with executive leadership, private equity sponsor and Delivery Enablement functions
- Contribute to creating a high-performing and inclusive culture
- Share and manage best practices
- Additional duties as assigned
Qualifications
- Bachelor’s degree in finance and / or accounting from a top undergraduate program
- Located or willing to self-relocate to Gurgaon
- Five plus years of progressive work experience in a finance role
- Proficiency in financial modeling and experience implementing automated and scalable solutions
- Familiarity with Workday Adaptive Planning preferred; experience with PowerBI reporting a plus
- 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, high-visibility environments
Skills Required
- Bachelor's degree in finance and / or accounting from a top undergraduate program
- Five plus years of progressive work experience in a finance role
- Proficiency in financial modeling and experience implementing automated and scalable solutions
- Familiarity with Workday Adaptive Planning preferred; experience with PowerBI reporting a plus
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, fast-moving teams
- Track record of success in high-pressure, high-visibility environments
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
