Portagepointpartners · Hybrid · Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix
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 (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, 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 workstreams 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 (PTP), order-to-cash (OTC), record-to-report (RTR) 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 (ERP) 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., NetSuite, 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 accounting expertise, including experience with ASC 606 and ASC 842
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, client-facing environments
