Director, Office CFO​/Data Analytics

Director, Office of the CFO // Data Analytics

Portage Point Partners invites applications for the Director, Office of the CFO // Data Analytics role. This high‑impact position sits at the intersection of data, technology, and strategy, reporting directly to the OCFO Practice Line Leader.

Key responsibilities include:

• Lead strategic data analytics engagements and oversee data‑driven solutions aligned to transformation, performance improvement, M&A and growth initiatives.

• Partner with firm leaders to cultivate new client relationships and expand existing ones through differentiated analytics capabilities.

• Originate revenue by leveraging network and leadership in the Portage Point coverage model, instilling trust to close new engagements and extensions.

• Build trusted partnerships with CEOs, CFOs, CIOs, sponsors and lenders, influencing decision‑making through insight‑rich communications.

• Drive excellence in analytics operations, data modeling, architecture design, integration, and application of advanced analytics (AI/ML/NLP) and automation (RPA, scripting).

• Guide clients in building, scaling, and professionalizing data platforms (Snowflake, Azure, SQL), and instill strong data governance, quality and compliance frameworks.

• Identify opportunities and deploy tools (Power Automate, Alteryx, UiPath) to accelerate time‑to‑insight and reduce operational friction.

• Develop dynamic dashboards, KPIs and predictive models to support client strategic planning, investor reporting, and cross‑functional business management.

• Mentor and develop high‑performing teams; contribute to best practices, training, recruiting and firm‑building efforts across the OCFO and D&A practices.

• Lead internal trainings and share best practices.

• Lead business development and client relationship efforts.

• Support talent acquisition and firm‑building initiatives.

• Contribute to a high‑performing, inclusive, values‑driven culture.

Qualifications

• 10+ years of experience in data analytics, technology‑enabled transformation or strategic advisory within consulting environments.

• Experience in high‑growth consulting, private equity, or operating environments.

• Background in the full data analytics lifecycle: data engineering/integration (SQL, Python, Airflow, dbt, Fivetran), data modeling/architecture (Azure, Snowflake, Redshift), AI & ML (NLP, OCR, GenAI, Python/R), BI visualization (Power BI, Tableau, Looker), process automation (Power Automate, UiPath, Alteryx) and data governance (Collibra, Alation, Purview).

• Proven track record of working directly with Private Equity Sponsors, Lenders and C‑suite executives to deliver measurable business outcomes through analytics.

• Track record of developing and marketing solutions to drive faster and better client outcomes.

• Experience leading and scaling India‑based consulting teams.

• Passion for growing people, building systems, and delivering lasting impact.

• Superior written and verbal communication skills, including executive‑ready presentation and reporting.

• Ability to thrive in lean, fast‑moving teams.

• High attention to detail, responsiveness and ownership mindset.

• Successful in high‑pressure, client‑facing environments.

• Located in or willing to relocate to Boston, Chicago, Dallas, Houston, Los Angeles, New York, Palm Beach or Philadelphia.

• Motivated to collaborate in office four days per week and willing to work at client sites as needed.

Compensation

Base salary range: $395,000 – $590,000 per year (adjusted based on qualifications; may exceed the range).

Seniority Level

Director

Employment Type

Full‑time

Job Function

Finance, Consulting, and Management

Benefits

Medical insurance, 401(k) plan, disability insurance, paid maternity leave, paid paternity leave.

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