Managing Director, Office of the CFO // Strategic Finance & Analytics
United States
Office of the CFO /
Office of the CFO /
Hybrid
Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational, financial and strategic perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS).
Recognized for accelerated growth, Portage Point is back by New Mountain Capital and is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering impactful solutions.
The OCFO team partners with middle market stakeholders to provide strategic finance solutions and operational / technical accounting support across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.
The Managing Director (MD), OCFO Strategic Finance & Analytics will be 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. This role combines strategic vision, business development, technical expertise and leadership skills to deliver exceptional results for middle-market clients across diverse industries. The MD, OCFO Strategic Finance & Analytics at Portage Point represents a unique opportunity to combine strategic vision and technical expertise to deliver exceptional results for middle-market clients across diverse industries. The ideal candidate is an entrepreneurial and experienced finance leader with a proven track record in advising C-suite executives, optimizing financial processes and implementing data-driven strategies to support business growth. The MD, OCFO Strategic Finance & Analytics should be prepared to work within a small, collaborative team environment to manage discrete workstreams.
Responsibilities
- Lead end-to-end client engagements, delivering strategic finance and analytics solutions that create measurable value
- Develop and deploy of 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 carveouts, 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 business development efforts while maintaining strong relationships with existing clients
- Share and manage best practices as well as lead internal trainings where required
- Support talent acquisition and firm development efforts
- Contribute to creating a high-performing and inclusive culture
Qualifications
- Bachelor’s degree in finance, accounting, economics or a related field from a top undergraduate program; MBA, advanced degree or CPA / CFA designation preferred
- Located in or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, New York 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 experience in strategic finance, FP&A, IB or management consulting, with a focus on middle-market companies
- Proven track record of achieving business growth, with experience managing revenues of four million annually
- Expertise in financial modeling, scenario planning and advanced analytics
- Strong understanding of private equity environments and value creation strategies
- Exceptional leadership and team-building skills, with a demonstrated ability to mentor and manage team members
- Entrepreneurial mindset with a focus on business development and client relationship management
- 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
- Proficiency in financial technologies and tools (e.g., Adaptive Insights, Oracle PBCS, Power BI, Tableau, etc.)
- Ability to successfully work in a small, collaborative team environment
- High degree of maturity with proven ability to advise C-level executives, deliver transformational solutions and interact with private equity sponsors, lenders, lawyers, middle managers and line workers
- Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
- Eagerness to be responsive at all times
- Proven track-record of success in high pressure, time-constrained environments
- Excellent written and verbal communication skills including strong email etiquette
- Top-tier organizational skills and attention to detail
- Self-starter and entrepreneurial spirit
$750,000 - $1,100,000 a year
The City of New York and the State of California require Portage Point to provide compensation information for this role. This range represents the anticipated minimum and maximum base + bonus 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.
