Managing Director, Office of the CFO // Controllership Excellence
United States
Office of the CFO /
Office of the CFO /
Hybrid
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), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB), Valuations 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, Controllership Excellence at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader that will make substantial contributions to overall firm growth. The Managing Director, Controllership Excellence will report directly to the OCFO Practice Line Leader and will lead digital transformation, leveraging cutting-edge tools to enhance efficiency, accuracy and strategic decision-making. You will lead 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
- Lead and manage multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams)
- Support and advise clients through complex transactional and operational situations, including mergers, acquisitions and carveouts, operating model transformations, selling / buying the business, technology implementations, etc.
- Build, mentor and lead a high-performing team of finance and analytics professionals
- Develop thought leadership in controllership excellence 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
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
- 15 plus years of progressive experience in financial consulting, advisory services or audit
- Five plus years in a senior leadership role
- Proven track record of achieving business growth, with experience managing revenues of four million annually
- 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
- Strong executive presence and communication 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
$750,000 - $1,100,000 a year
The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
