Vice President, Financial Planning & Analysis ("VP, FP&A")

Chicago / New York /
Portage Point Partners /
Accounting & Finance
Portage Point is an elite boutique business advisory, interim management and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally-oriented and financially-grounded team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex challenges ranging from performance improvement to corporate finance to accelerated transformation to complex financial restructuring.
Named the 8th Fastest Growing Consultancy in 2020, listed on the Inc 5000 in 2021 and listed on the Financial Times list of The Americas’ Fastest Growing Companies 2022, the firm growth trajectory enhances this unique and dynamic role. Our team members are frequently given significant responsibility beyond their prior experience level, creating opportunity for unconstrained personal and professional advancement.

The VP, FP&A role at Portage Point represents a unique opportunity for a highly-capable professional to assume a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment. This role is one of the first two permanent hires in our finance organization and represents a distinctive opportunity for uninhibited personal and professional development. The VP, FP&A will focus on all aspects of financial, planning and analysis related to business forecasting, performance and reporting and should be prepared to work within a small, collaborative team environment to manage discrete work streams. 


    • Developing, implementing, leading and managing all financial planning and business forecasting including, without limitation, four statement (i.e. income statement, balance sheet, cash flow, debt schedule) budget models, weekly cash flow models, variance reporting and holistic, cross functional key performance indicators (“KPI”) reporting
    • Developing and implementing standard operating procedures (“SOPs”) for the FP&A function
    • Providing management with information vital to the decision-making process
    • Contributing to the strategic planning process
    • Liaising with the accounting function
    • Liaising with sales and delivery function
    • Leading and executing various ad hoc projects and analysis


    • Strong desire to be a part of and contribute to the growth of a high performing team dedicated to unfettered individual and firm level achievements
    • Bachelor’s degree in finance and / or accounting
    • Three to five years of relevant work experience
    • Proficiency in Excel and relevant business intelligence tools
    • Proficiency in financial modeling including ability to prepare integrated models, dynamic KPI packages and ad hoc analysis
    • High degree of maturity with a proven ability to interact with management, team members and external partners
    • Effectively communicates analysis through Microsoft Excel, Word and PowerPoint including high-quality messaging, structure and formatting
    • Ability to successfully work in a small, collaborative team environment
    • Eagerness to be responsive at all times
    • Excellent written and verbal communication skills including strong e-mail etiquette
    • Top-tier organizational and project management skills and attention to detail
    • Self-starter and entrepreneurial in nature


    • Highly competitive compensation with quarterly bonus payments, premium health insurance and 401(k) programs