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Portage Point Partners · 7 hours ago

Vice President, Accounting Advisory

Syracuse-Auburn Area

Full-time

Hybrid

Mid, Senior Level

$225K/yr - $300K/yr

6+ years exp

Portage Point Partners is a rapidly growing consultancy recognized for its excellence in various advisory services. The Vice President of Accounting Advisory role involves leading client engagements, providing technical accounting guidance, and enhancing financial operations through data-driven insights and innovative technology.

ConsultingFinancial ServicesVenture Capital

Responsibilities

Lead and support end-to-end client engagements across core controllership and finance operations, including procure-to-pay, order-to-cash, record-to-report and manage or contribute to engagement teams advising clients through situational needs such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting

Conduct and oversee detailed financial analysis and assist in deliverable preparation that informs client strategy and decision-making

Execute buyside and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis

Draft clear and compelling reports outlining key takeaways

Provide technical and strategic accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) and translate into broader business and stakeholder implications for clients

Advise clients on process design, technology-enabled solution implementation and scalable finance processes to improve reporting

Develop data models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to provide clear, data-driven insights

Collaborate with senior team members to evaluate client performance, diagnose issues across the finance operating model, identify improvement opportunities and prepare / prioritize actionable recommendations

Lead client meetings, helping translate findings into actionable insights, manage stakeholder expectations and supporting the execution of solutions

Lead the development, standardization and continuous improvements of methodologies, templates and best practices that enhance the OCFO and TAS practices

Collaborate closely with PI, VAL, TRS and IB colleagues

Provide coaching and mentorship to junior team members

Lead internal trainings and best practice sharing

Support business development and client relationship efforts

Support talent acquisition and firm-building initiatives

Contribute to a high-performing, inclusive and values-driven culture

Qualification

Active CPA licenseGAAP accounting principlesFinancial modelingTransaction advisory experienceAdvanced degreeFinance technologiesAnalytics toolsCommunication skillsTeam collaborationAttention to detail

Required

Bachelor's degree in finance, accounting, business administration or a related field; advanced degree or professional certification (CFA, CA) preferred

Active CPA license required

Located in or willing to relocate to Chicago, Dallas, Houston, Los Angeles, New York or Philadelphia

Invested in a team-based culture, motivated to collaborate in office four days per week and willing to travel to client sites as needed

Six plus years of progressive experience in financial consulting, advisory services or audit, with meaningful experience in transaction-driven, capital markets or private equity-backed environments

Deep understanding of GAAP accounting principles and financial reporting (ASC 606, ASC 805 and ASC 842) with experience advising complex technical matters and stakeholder impact

Proficient in financial modeling, analysis and accounting treatment evaluation with strong ability to connect technical conclusions to operational outcomes

Hands on experience with finance technologies such as NetSuite, Sage Intacct, Microsoft Dynamics, Blackline or FloQast

Familiarity with analytics and automation tools (e.g., Power BI, Tableau, Power Automate, UI Path, Automation Anywhere) and interest in leveraging emerging technologies, including AI-enabled solutions, to transform finance functions

Proven ability to lead complex engagements, manage multiple priorities and deliver executive-ready results

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 environment