Managing Director - Office CFO

Managing Director – Office of the OFO About the job

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 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 solutions and operational/technical accounting support 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, Strategic Finance & Analytics at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a senior leader responsible for driving client engagements, originating new business, building high‑performing teams and spearheading innovative solutions in financial strategy, planning and analytics. The Managing Director, Strategic Finance & Analytics will report directly to the OCFO Practice Line Leader and will combine strategic vision and technical expertise to deliver exceptional results for middle‑market clients across diverse industries.

You will lead key initiatives, manage discrete work streams and work closely with senior leaders. 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.

• Lead end‑to‑end client engagements, delivering strategic finance and analytics solutions that create measurable value
• Develop and deploy scalable processes, methodologies and analytical solutions which result in step‑function improvements to middle market OCFO functions
• Advise C‑suite executives, private equity sponsors and lenders on key financial initiatives, including financial planning and analysis (FP&A), budgeting, forecasting and scenario planning
• Design and implement driver‑based models and tools that enable better decision making and alignment with client objectives
• Design and/or enhance key performance indicators (KPIs) and implement technology‑driven performance visibility solutions by integrating diverse datasets to generate insight using tools like Power BI, Tableau, Power Query, Snowflake, SQL and Python
• Support and advise clients through complex transactional and operational situations, including mergers, acquisitions and carve‑outs, operating model transformations, selling/buying the business, technology implementations, etc.
• Lead and manage multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams)
• Build, mentor and lead a high‑performing team of finance and analytics professionals
• Develop thought leadership in strategic finance and analytics positioning the firm as a market leader
• Collaborate with leadership to refine service OCFO offerings and go‑to‑market strategies
• Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers
• Lead or support 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

• Bachelor’s degree in finance, accounting, economics or a related field from a top undergraduate program; MBA, advanced degree or CPA/CFA…