Managing Director, Office of the CFO // Strategic Finance & Analytics
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, Strategic Finance & Analytics at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is 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. The Managing Director, Strategic Finance & Analytics will report directly to the OCFO Practice Line Leader and will combine strategic vision and technical expertise to deliver exceptional results for middle-market clients across diverse industries. 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, 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 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, 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, 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 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.)
- 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.
