Portage Point Partners is a Chicago-headquartered advisory interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
The firm delivers integrated financial and operational solutions across Transaction Advisory Services Transaction Execution Services Office of the CFO Valuations Performance Improvement Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented working directly with senior stakeholders to navigate complex transitions and transformations.
Triple P India (TPI) is a strategic extension of the firms platform established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset contributing to analysis execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility direct exposure to senior leadership and long-term growth in a high-performance environment.
The Vice President Financial Planning & Analysis (FP&A) role at represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This individual will play a critical role in building and scaling financial planning and analysis capabilities in a fast-paced sponsor-backed entrepreneurial environment. The Vice President FP&A will support firm growth through ownership of financial planning forecasting and performance analysis across the organization. This person will lead key FP&A 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 and develop internal FP&A function
Own annual budget monthly forecasting long-range planning (LRP) and scenario planning processes
Analyze KPIs and support Practice Line Leaders in optimizing delivery productivity
Implement scalable processes and automations across A&F including AI & agentic workflows for key processes with the support of Data Analytics team members
Be a key contributor of value creation cost optimization and margin expansion efforts
Maintain and evolve existing automations in collaboration with DA and TPI teams
Own the quarterly bonus payout process
Support the Monthly Financial Reporting process and initiative toward a continuous closing cycle
Operationalize business process changes that come frequently with firm growth
Implement and evolve standard operating procedures for the FP&A function
Provide key stakeholders with information vital to respective decision-making processes
Collaborate with executive leadership private equity sponsor and Delivery Enablement functions
Contribute to creating a high-performing and inclusive culture
Share and manage best practices
Additional duties as assigned
Qualifications
Bachelors degree in finance and / or accounting from a top undergraduate program
Located or willing to self-relocate to Gurgaon
Five plus years of progressive work experience in a finance role
Proficiency in financial modeling and experience implementing automated and scalable solutions
Familiarity with Workday Adaptive Planning preferred; experience with PowerBI reporting a plus
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 high-visibility 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:
Exec
Portage Point Partners is a Chicago-headquartered advisory interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United Stat...
Portage Point Partners is a Chicago-headquartered advisory interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
The firm delivers integrated financial and operational solutions across Transaction Advisory Services Transaction Execution Services Office of the CFO Valuations Performance Improvement Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented working directly with senior stakeholders to navigate complex transitions and transformations.
Triple P India (TPI) is a strategic extension of the firms platform established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset contributing to analysis execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility direct exposure to senior leadership and long-term growth in a high-performance environment.
The Vice President Financial Planning & Analysis (FP&A) role at represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This individual will play a critical role in building and scaling financial planning and analysis capabilities in a fast-paced sponsor-backed entrepreneurial environment. The Vice President FP&A will support firm growth through ownership of financial planning forecasting and performance analysis across the organization. This person will lead key FP&A 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 and develop internal FP&A function
Own annual budget monthly forecasting long-range planning (LRP) and scenario planning processes
Analyze KPIs and support Practice Line Leaders in optimizing delivery productivity
Implement scalable processes and automations across A&F including AI & agentic workflows for key processes with the support of Data Analytics team members
Be a key contributor of value creation cost optimization and margin expansion efforts
Maintain and evolve existing automations in collaboration with DA and TPI teams
Own the quarterly bonus payout process
Support the Monthly Financial Reporting process and initiative toward a continuous closing cycle
Operationalize business process changes that come frequently with firm growth
Implement and evolve standard operating procedures for the FP&A function
Provide key stakeholders with information vital to respective decision-making processes
Collaborate with executive leadership private equity sponsor and Delivery Enablement functions
Contribute to creating a high-performing and inclusive culture
Share and manage best practices
Additional duties as assigned
Qualifications
Bachelors degree in finance and / or accounting from a top undergraduate program
Located or willing to self-relocate to Gurgaon
Five plus years of progressive work experience in a finance role
Proficiency in financial modeling and experience implementing automated and scalable solutions
Familiarity with Workday Adaptive Planning preferred; experience with PowerBI reporting a plus
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 high-visibility 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.
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