Job Description

Portage Point Partners is a Chicago headquartered, middle market focused advisory, interim management and investment banking firm with a national footprint across ten US offices. It delivers deeply integrated, cross functional solutions across Transaction Advisory, Valuations, Investment Banking, Turnaround & Restructuring, Performance Improvement, Transaction Execution Services and Office of the CFO services. Backed by 180+ experts with blue-chip consulting, finance, operations and investing backgrounds, the firm brings a uniquely holistic perspective to complex financial and operational situations.

The firm is known for its high impact, high pace execution model and has grown rapidly since inception in 2016.

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

• Bachelor’s 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