Portage Point Partners · 1 week ago
Managing Director, Office of the CFO
New York, NY
Full-time
Hybrid
Director/Executive
$750K/yr - $1,100K/yr
15+ years expPortage Point Partners is a rapidly growing consultancy recognized for its excellence and pace. The Managing Director, Office of the CFO role involves leading high-impact client engagements, originating new business, and steering internal initiatives to enhance market positioning while providing strategic finance and operational advisory across the business lifecycle.
ConsultingFinancial ServicesVenture Capital
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
Qualification
Required
Bachelor's degree from a top undergraduate program
Located in or willing to relocate to Boston, Chicago, Dallas, Houston, Los Angeles, 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
Benefits
Comprehensive benefits
Equity participation
Company
Portage Point Partners
Portage Point is an interim management, advisory and investment firm.
51-200 employees
H1B Sponsorship
Portage Point Partners has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
New Mountain Capital
2024-10-02Private Equity
Leadership Team
Matthew Ray
Founder & Chief Executive Officer
Adam Pollak
Managing Director | Head of Advisory
Recent News
bloomberglaw.com
2026-01-22
2026-01-09
2025-12-02
Company data provided by crunchbase