Director, Office of the CFO // Data Analytics
Portage Point Partners, Chicago, IL, United States
Director, Office of the CFO // Data Analytics
Portage Point Partners invites applications for the
Director, Office of the CFO // Data Analytics
role. This high‑impact position sits at the intersection of data, technology, and strategy, reporting directly to the OCFO Practice Line Leader.
Key responsibilities include:
Lead strategic data analytics engagements and oversee data‑driven solutions aligned to transformation, performance improvement, M&A and growth initiatives.
Partner with firm leaders to cultivate new client relationships and expand existing ones through differentiated analytics capabilities.
Originate revenue by leveraging network and leadership in the Portage Point coverage model, instilling trust to close new engagements and extensions.
Build trusted partnerships with CEOs, CFOs, CIOs, sponsors and lenders, influencing decision‑making through insight‑rich communications.
Drive excellence in analytics operations, data modeling, architecture design, integration, and application of advanced analytics (AI/ML/NLP) and automation (RPA, scripting).
Guide clients in building, scaling, and professionalizing data platforms (Snowflake, Azure, SQL), and instill strong data governance, quality and compliance frameworks.
Identify opportunities and deploy tools (Power Automate, Alteryx, UiPath) to accelerate time‑to‑insight and reduce operational friction.
Develop dynamic dashboards, KPIs and predictive models to support client strategic planning, investor reporting, and cross‑functional business management.
Mentor and develop high‑performing teams; contribute to best practices, training, recruiting and firm‑building efforts across the OCFO and D&A practices.
Lead internal trainings and share best practices.
Lead business development and client relationship efforts.
Support talent acquisition and firm‑building initiatives.
Contribute to a high‑performing, inclusive, values‑driven culture.
Qualifications
10+ years of experience in data analytics, technology‑enabled transformation or strategic advisory within consulting environments.
Experience in high‑growth consulting, private equity, or operating environments.
Background in the full data analytics lifecycle: data engineering/integration (SQL, Python, Airflow, dbt, Fivetran), data modeling/architecture (Azure, Snowflake, Redshift), AI & ML (NLP, OCR, GenAI, Python/R), BI visualization (Power BI, Tableau, Looker), process automation (Power Automate, UiPath, Alteryx) and data governance (Collibra, Alation, Purview).
Proven track record of working directly with Private Equity Sponsors, Lenders and C‑suite executives to deliver measurable business outcomes through analytics.
Track record of developing and marketing solutions to drive faster and better client outcomes.
Experience leading and scaling India‑based consulting teams.
Passion for growing people, building systems, and delivering lasting impact.
Superior written and verbal communication skills, including executive‑ready presentation and reporting.
Ability to thrive in lean, fast‑moving teams.
High attention to detail, responsiveness and ownership mindset.
Successful in high‑pressure, client‑facing environments.
Located in or willing to relocate to Boston, Chicago, Dallas, Houston, Los Angeles, New York, Palm Beach or Philadelphia.
Motivated to collaborate in office four days per week and willing to work at client sites as needed.
Compensation Base salary range: $395,000 – $590,000 per year (adjusted based on qualifications; may exceed the range).
Seniority Level Director
Employment Type Full‑time
Job Function Finance, Consulting, and Management
Benefits Medical insurance, 401(k) plan, disability insurance, paid maternity leave, paid paternity leave.
#J-18808-Ljbffr
Director, Office of the CFO // Data Analytics
role. This high‑impact position sits at the intersection of data, technology, and strategy, reporting directly to the OCFO Practice Line Leader.
Key responsibilities include:
Lead strategic data analytics engagements and oversee data‑driven solutions aligned to transformation, performance improvement, M&A and growth initiatives.
Partner with firm leaders to cultivate new client relationships and expand existing ones through differentiated analytics capabilities.
Originate revenue by leveraging network and leadership in the Portage Point coverage model, instilling trust to close new engagements and extensions.
Build trusted partnerships with CEOs, CFOs, CIOs, sponsors and lenders, influencing decision‑making through insight‑rich communications.
Drive excellence in analytics operations, data modeling, architecture design, integration, and application of advanced analytics (AI/ML/NLP) and automation (RPA, scripting).
Guide clients in building, scaling, and professionalizing data platforms (Snowflake, Azure, SQL), and instill strong data governance, quality and compliance frameworks.
Identify opportunities and deploy tools (Power Automate, Alteryx, UiPath) to accelerate time‑to‑insight and reduce operational friction.
Develop dynamic dashboards, KPIs and predictive models to support client strategic planning, investor reporting, and cross‑functional business management.
Mentor and develop high‑performing teams; contribute to best practices, training, recruiting and firm‑building efforts across the OCFO and D&A practices.
Lead internal trainings and share best practices.
Lead business development and client relationship efforts.
Support talent acquisition and firm‑building initiatives.
Contribute to a high‑performing, inclusive, values‑driven culture.
Qualifications
10+ years of experience in data analytics, technology‑enabled transformation or strategic advisory within consulting environments.
Experience in high‑growth consulting, private equity, or operating environments.
Background in the full data analytics lifecycle: data engineering/integration (SQL, Python, Airflow, dbt, Fivetran), data modeling/architecture (Azure, Snowflake, Redshift), AI & ML (NLP, OCR, GenAI, Python/R), BI visualization (Power BI, Tableau, Looker), process automation (Power Automate, UiPath, Alteryx) and data governance (Collibra, Alation, Purview).
Proven track record of working directly with Private Equity Sponsors, Lenders and C‑suite executives to deliver measurable business outcomes through analytics.
Track record of developing and marketing solutions to drive faster and better client outcomes.
Experience leading and scaling India‑based consulting teams.
Passion for growing people, building systems, and delivering lasting impact.
Superior written and verbal communication skills, including executive‑ready presentation and reporting.
Ability to thrive in lean, fast‑moving teams.
High attention to detail, responsiveness and ownership mindset.
Successful in high‑pressure, client‑facing environments.
Located in or willing to relocate to Boston, Chicago, Dallas, Houston, Los Angeles, New York, Palm Beach or Philadelphia.
Motivated to collaborate in office four days per week and willing to work at client sites as needed.
Compensation Base salary range: $395,000 – $590,000 per year (adjusted based on qualifications; may exceed the range).
Seniority Level Director
Employment Type Full‑time
Job Function Finance, Consulting, and Management
Benefits Medical insurance, 401(k) plan, disability insurance, paid maternity leave, paid paternity leave.
#J-18808-Ljbffr