Portage Point Partners is a Chicago headquartered, middle market focused advisory, interim management and investment banking firm with a national footprint across ten US offices. It delivers deeply integrated, cross functional solutions across Transaction Advisory, Valuations, Investment Banking, Turnaround & Restructuring, Performance Improvement, Transaction Execution Services and Office of the CFO services. Backed by 160+ experts with blue-chip consulting, finance, operations and investing backgrounds, the firm brings a uniquely holistic perspective to complex financial and operational situations.
The firm is known for its high impact, high pace execution model and has grown rapidly since inception in 2016.
The Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.
The Director, OCFO Accounting Advisory & Controllership Transformation (AACT) at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. Portage Point empowers clients to modernize their financial operations through expertise, innovative technology and streamlined processes. The Accounting Advisory & Controllership Transformation (AACT) is focused on driving accuracy, streamlining processes and enabling data driven decision-making with financial data, from transactions to controllership-drive transformations. The Director, OCFO Accounting Advisory & Controllership Transformation (AACT) should be prepared to work within a small, collaborate team environment to manage discrete workstreams.
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, ASC 805 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
Support multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams)
Advise clients through complex transactional and operational situations, including mergers, acquisitions and carveouts, operating model transformations, selling / buying the business, technology implementations, etc.
Begin to originate revenue through cultivation of network and leadership in the Portage Point coverage model
Mentor junior finance and analytics professionals
Support 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-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 or CA) preferred
Willing to relocate to or be primarily present in Gurgaon
10 plus years of progressive experience in financial consulting, advisory services or audit
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
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
