At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO (OCFO) Practice.
The Vice President (VP), AACT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This VP is a key contributor within the OCFO practice, helping clients modernize financial operations through data-driven insights, innovative technology and scalable processes and bring a strategic lens to support buyers and sellers through the transaction process and beyond. The VP will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, manage discrete workstreams, collaborate closely with senior leaders, CFOs, respective multidimensional teams, sponsors and other key stakeholders. 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.
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
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
Work cross-functionally to support 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
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
Lead internal trainings and provide coaching and mentorship to junior team members
Support business development and client relationship efforts
Support talent acquisition and firm-building initiatives
Contribute to a high-performing, inclusive and values-driven culture
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
Experience in transaction-driven or capital markets or private equity-backed environments is a plus
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
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