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
- Bachelors 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
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
Chief
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 Turnarou...
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
- Bachelors 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
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
Chief
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