About this Associate, Office of the CFO // Controllership Transformation role at Portagepointpartners
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.
The Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.
Portage Point is seeking a Controllership Transformation Associate to deliver operational, technical, transaction and data analytics advisory across the full business and investment lifecycle. As key a contributor within the OCFO and Transaction Advisory Services (TAS) practices, this Associate will leverage a background in accounting, finance, operations and consulting to support end-to-end finance transformation, design and optimization. This role offers a broad, high-impact opportunity to support both buyers and sellers through the transaction process and beyond, while enhancing efficiency, accuracy and decision-making across client organizations. This individual will execute discrete workstreams, support critical initiatives and collaborate closely with senior leaders in a fast-paced, high-performance environment.
Responsibilities
- Support the design, optimization and transformation of end-to-end finance processes – including procure-to-pay, order-to-cash and record-to-report –with a focus on controls, process efficiency and operational excellence
- Assist in evaluating current state finance operations, identify process inefficiencies and design future state operating models that improve effectiveness, scalability and controls
- Support process design, technology enabled solution implementation and scalable finance processes to improve operational effectiveness
- Support month end and year end close activities, including AP, AR and GL close processes, financial statement preparation, FX accounting and audit support
- Perform balance sheet substantiation, account reconciliations and preparation of audit schedules to support financial reporting integrity and audit readiness
- Support strategic business initiatives, including acquisitions, divestitures and finance integration projects, with exposure to accounting and reporting considerations under US GAAP, IFRS and other relevant accounting frameworks
- Conduct detailed financial analysis and assist in the deliverable preparation that informs client strategy and decision-making
- Draft clear and compelling reports outlining key takeaways
- Contribute to process design and technology-enabled solution implementation that improves reporting quality, controls, scalability and efficiency
- Develop data driven models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to deliver insights
- Collaborate with senior team members to evaluate client performance, diagnose root cause issues, identify improvement opportunities and prepare actionable recommendations
- Participate in client meetings, helping translate findings into actionable insights and supporting the execution of proposed solutions and building trusted relationships with management teams and sponsors
- Assist in the development of methodologies, templates and best practices that build the OCFO and TAS practices
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
