Managing Director, Office of the CFO
Posted Updated 5
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Description
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The OCFO team provides strategic finance, operational, 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 Managing Director, Office of the CFO role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. As a senior leader in the OCFO function, this role offers a unique opportunity to shape and scale both controllership and strategic finance capabilities for our clients. Reporting directly to the OCFO Practice Line Leader, this Managing Director will lead high-impact client engagements, originate new business and steer internal initiatives that advance our market positioning. This individual will operate at the intersection of technical accounting, financial strategy, analytics, process transformation and business development. 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 full-lifecycle client engagements across strategic finance, data analytics, accounting advisory, finance transformation, finance function integration and separation and interim financial leadership
- Advise executives, private equity sponsors, lenders, and management teams on critical financial initiatives including FP&A, budgeting, forecasting, scenario planning and value creation strategies
- Provide strategic and technical guidance on complex accounting standards such as ASC 606, ASC 842 and assist clients in transaction-related accounting and financial reporting matters
- Lead clients through transformation and transaction scenarios (M&A, carveouts, operating model transformation, technology implementation, business sales/acquisitions)
- Build, deploy, and maintain scalable processes, frameworks, methodologies, and analytical tools that yield step-function improvements for middle-market OCFO functions
- Design, enhance, and integrate performance indicators, dashboards and technology-driven visibility tools using analytics platforms (Power BI, Tableau, SQL, Python, etc.) across diverse datasets
- Recommend and lead implementations of ERP, financial close, consolidation, and automation systems to improve efficiency, accuracy and controls
- Oversee and manage multiple concurrent workstreams and engagements, providing technical and business advisory, and interim management, as required
- Provide coaching and mentorship to junior team members
- Lead 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 from a top undergraduate program
- Located in or willing to relocate to 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, strategic finance, audit, banking or performance improvement, with exposure to middle-market companies
- Experience leading finance and accounting functions and / or finance transformations
- Expertise in creating and implementing analytical, data-driven solutions using modern tools and technologies (Power BI, Tableau, SQL, Python, etc.)
- Experience recommending, selecting or deploying ERP and financial technology tools (NetSuite, Sage Intacct, Dynamics, OneStream, FloQast, Adaptive, Kyriba, etc.)
- 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
Skills
As published by lever · 17 questions · 6 written answers
Basics
Which location are you applying for?, Resume/CV, Full name, Pronouns, Email, Phone, Current location, Current company, LinkedIn URL
Short answers (1)
- If yes, who are your referrer(s)? optional
Pick from a list (10)
- Do you have bachelor’s degree or higher?
- Are you located in or willing to relocate to one of our core markets – Atlanta, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia?
- In which location(s) are you looking to be based? (Select all that apply) optional
- What best describes your interest and motivation to explore this opportunity? (Select all that apply) optional
- Were you referred to Portage Point by a current team member?
- Are you currently eligible to work in the United States of America?
- Do you now or in the future require visa sponsorship to continue working in the United States?
- How many years of experience do you have working in a consulting or client advisory capacity? optional
- What active FINRA licenses do you possess? (Select all that apply) optional
- What is the current status of your FINRA license(s)? optional
Written answers (6)
- What is your availability and transition timeline (e.g., non-competes, garden leave, planned time off)?
- What teams, business units or functions have you lead and / or significantly influenced in your current and past roles?
- If you chose "other", please specify below. optional
- What financial systems and tools (e.g., Excel modeling, ERP, BI platforms) are you most proficient in?
- What industries or verticals do you have the deepest operational experience in?
- Describe your business development experience (assisting sale, leading sale, originating sale). Do you have leverageable / shiftable network with mid-market / mid-market investors?