Portage Point Partners
Director, Office of the CFO // Accounting Advisory Services
Be an Early Applicant
The Director leads client engagements for financial advisory services, manages accounting compliance, develops client relationships, and mentors junior team members while driving operational improvements through technology.
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The OCFO team provides strategic finance solutions and operational / technical accounting support across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations and consulting, the OCFO team provides holistic perspectives and capabilities to deliver unparalleled results.
The Director, OCFO Accounting Advisory Services at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director is at the forefront of digital transformation, leveraging cutting-edge tools to enhance efficiency, accuracy and strategic decision-making. The Director will report directly to the OCFO Practice Line Leader and empower clients to modernize their financial operations through innovative technology and streamlined processes. You will lead key 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 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 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
- Provide coaching and mentorship to junior team members
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- 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, CFA, CA) preferred
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston Los Angeles, Nashville, 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
- 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
- Strong technical accounting expertise, including experience with ASC 606 and ASC 842
- Strong executive presence and communication 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
Top Skills
Automation Anywhere
Blackline
Floqast
Microsoft Dynamics
NetSuite
Power Automate
Power BI
Sage Intacct
Tableau
Ui Path
Similar Jobs
AdTech • Digital Media • Marketing Tech
The Analyst will develop data pipelines, create automated reporting solutions, analyze data for business opportunities, and maintain data quality.
Top Skills:
ExcelLookerPythonRSQLTableau
AdTech • Digital Media • Marketing Tech
The Project Manager will oversee low complexity client implementations and internal initiatives, ensuring projects are delivered on time, within budget, and scope while coordinating a cross-functional team.
Top Skills:
Communication ToolsProject Management Tools
Artificial Intelligence • Fintech • Hardware • Information Technology • Sales • Software • Transportation
Lead the strategy for the AI Platform and Automation Engine, translate operational challenges into automated solutions, and collaborate with engineering and data science teams.
Top Skills:
AIMlSaaS
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
