Director, Office of the CFO

Director, Office Of The Chief Financial Officer (OCFO)

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, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Interim Management, Investment Banking and Turnaround & Restructuring Services.

The OCFO team provides strategic finance, operational and 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 Director, OCFO at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director, Strategic Finance & Analytics is responsible for delivering exceptional results for middle-market clients across diverse industries. The Director, OCFO will report directly to the OCFO Practice Line Leader and will advise C-suite executives, optimize financial processes and implement data-driven strategies to support business growth.

You will support 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.

Responsibilities

• Lead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay, order-to-cash, record-to-report processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence and technical accounting matters
• Provide strategic and technical compliance guidance with ASC 606, ASC 842 and other complex accounting standards
• Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice
• Provide recommendations to clients on ways to leverage Enterprise Resource Platform and close process and consolidation tools to more effectively and rapidly track business performance and improve controls
• Develop and deploy scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions
• Leverage financial expertise and project management skills, including a deep understanding of GAAP accounting principles and S-X regulatory compliance to support clients in navigating diverse financial accounting and reporting considerations related to transactions
• Support multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams)
• Advise clients through complex transactional and operational situations, including mergers, acquisitions and carveouts, operating model transformations, selling / buying the business, technology implementations, etc.
• Begin to originate revenue through cultivation of network and leadership in the Portage Point coverage model
• Provide coaching and mentorship to junior team members
• Support internal trainings and best practice sharing
• Support business development and client relationship efforts
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Qualifications

• Bachelor's degree in finance, accounting, business administration or a related field; advanced degree or professional certification (CPA, CFA, CA) preferred
• Located in or willing to relocate to Atlanta, 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
• 10 plus years of progressive experience in financial consulting, advisory services or audit
• Experience in the role of controllership, finance and accounting advisory services
• Complete proficiency in financial modeling and financial statements analysis as well as accounting treatments
• Proficiency in financial technologies and tools (e.g., Net Suite, Sage Intacct, Microsoft Dynamics, Blackline, Floqast, etc.)
• Bias towards and track record of leveraging technology and automation solutions (Power BI / Tableau, Power Automate, UI Path, Automation Anywhere) to drive business process efficiency
• Strong technical…