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 160+ 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 Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.

The Vice President, OCFO Strategic Finance & Analytics role represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. The Vice President, OCFO Strategic Finance & Analytics combines technical expertise and analytical skills to deliver exceptional results for middle-market clients across diverse industries. The ideal candidate is an entrepreneurial and experienced finance professional with a proven track record in optimizing financial processes and implementing tools to enable faster and more impactful data-driven decisions. The Vice President, OCFO Strategic Finance & Analytics should be prepared to work within a small, collaborative team environment to manage discrete workstreams.

Responsibilities

• Manage team execution and quality control to deliver strategic finance and analytics solutions that create measurable value
• Implement and enhance scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions
• Interface with client stakeholders, escalating key issues to leadership to support private equity sponsors and lenders on key financial initiatives, including the buildout of financial planning and analysis (FP&A), liquidity forecasting and management, scenario planning and transaction preparation processes and tools
• Implement driver-based models and tools that enable better decision making and alignment with client objectives and work cross-functionally to produce and automate solutions
• Analyze key performance indicators (KPIs) and implement technology-driven performance visibility solutions by integrating diverse datasets to generate insight using tools like Power BI, Tableau, Power Query, Snowflake, SQL and Python
• Support multiple concurrent engagements to support delivery of financial advisory guidance to clients (sponsors, lenders and management teams)
• Serve as day-to-day client lead, supporting clients through complex transactional and operational situations, including mergers, acquisitions and carveouts, operating model transformations, selling / buying the business, technology implementations, etc.
• Collaborate with senior team members to evaluate client performance, diagnose issues across the finance operating model, identify improvement opportunities and prepare / prioritize actionable recommendations
• Support client meetings, helping translate findings into actionable insights, managing stakeholder expectations, and supporting execution of solutions
• Mentor junior finance and analytics professionals
• Support business development efforts while maintaining strong relationships with existing clients
• Share and manage best practices as well as lead internal trainings where required
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Qualifications

• Bachelor’s degree in finance, accounting, economics or a related field from a top undergraduate program; advanced degree or CFA, CPA or CA preferred
• Experience working with private equity clients or on US / global transactions is preferred
• Willing to relocate to or be primarily present in Gurgaon
• Six plus years of experience in strategic finance, FP&A, IB or management consulting, with a focus on middle-market companies
• Expertise in financial modeling, scenario planning and advanced analytics
• Strong understanding of private equity environments and value creation strategies
• Entrepreneurial mindset with a focus on client relationship management
• 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
• Proficiency in financial technologies and tools (e.g., Adaptive Insights, Oracle PBCS, Power BI, Tableau, 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