Managing Director - Office of the CFO

Managing Director – Office of the OFO About the job 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 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 Managing Director, Strategic Finance & Analytics at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a senior leader responsible for driving client engagements, originating new business, building high‑performing teams and spearheading innovative solutions in financial strategy, planning and analytics. The Managing Director, Strategic Finance & Analytics will report directly to the OCFO Practice Line Leader and will combine strategic vision and technical expertise to deliver exceptional results for middle‑market clients across diverse industries. 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, delivering strategic finance and analytics solutions that create measurable value

Develop and deploy scalable processes, methodologies and analytical solutions which result in step‑function improvements to middle market OCFO functions

Advise C‑suite executives, private equity sponsors and lenders on key financial initiatives, including financial planning and analysis (FP&A), budgeting, forecasting and scenario planning

Design and implement driver‑based models and tools that enable better decision making and alignment with client objectives

Design and/or enhance 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 and advise clients through complex transactional and operational situations, including mergers, acquisitions and carve‑outs, operating model transformations, selling/buying the business, technology implementations, etc.

Lead and manage multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams)

Build, mentor and lead a high‑performing team of finance and analytics professionals

Develop thought leadership in strategic finance and analytics positioning the firm as a market leader

Collaborate with leadership to refine service OCFO offerings and go‑to‑market strategies

Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers

Lead or support internal trainings and best practice sharing

Lead business development and client relationship efforts

Lead 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; MBA, advanced degree or CPA/CFA designation 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

15 plus years of experience in strategic finance, FP&A, IB or management consulting, with a focus on middle‑market companies

Proven track record of achieving business growth, with experience managing revenues of four million annually

Expertise in financial modeling, scenario planning and advanced analytics

Strong understanding of private equity environments and value creation strategies

Exceptional leadership and team‑building skills, with a demonstrated ability to mentor and manage team members

Entrepreneurial mindset with a focus on business development and 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.)

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

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