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Managing Director, Office of the CFO // Controllership Excellence

Portage Point Partners
United States, United Statesfull_timeVerifiedPosted 16 Jan 2025

About the role

Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational, financial and strategic perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS). Recognized for accelerated growth, Portage Point is back by New Mountain Capital and is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering impactful solutions. The OCFO team partners with middle market stakeholders to provide strategic finance solutions and operational / technical accounting support across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.  The Managing Director (MD), OCFO Controllership Excellence at Portage Point 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. This is a business development and client delivery leadership position that will make substantial contributions to overall firm growth. Portage Point empowers clients to modernize their financial operations through innovative technology and streamlined processes. The Controllership Excellence offering is at the forefront of digital transformation, leveraging cutting-edge tools to enhance efficiency, accuracy and strategic decision-making. The MD, OCFO Controllership Excellence should be prepared to work within a small, collaborate team environment to manage discrete workstreams.

Responsibilities

  • Lead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay (PTP), order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence and technical accounting matters
  • Provide strategic and technical compliance guidance with ASC 606, ASC 842 and other complex accounting standards
  • Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice
  • Provide recommendations to clients on ways to leverage Enterprise Resource Platform (ERP) and close process and consolidation tools to more effectively and rapidly track business performance and improve controls
  • Develop and deploy scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions
  • Leverage financial expertise and project management skills, including a deep understanding of GAAP accounting principles and S-X regulatory compliance to support clients in navigating diverse financial accounting and reporting considerations related to transactions
  • Lead and manage multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams)
  • Support and advise clients through complex transactional and operational situations, including mergers, acquisitions and carveouts, operating model transformations, selling / buying the business, technology implementations, etc.
  • Build, mentor and lead a high-performing team of finance and analytics professionals
  • Develop thought leadership in controllership excellence 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 business development efforts while maintaining strong relationships with existing clients
  • Share and manage best practices as well as lead internal trainings where required
  • Support tal

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Company

Portage Point Partners

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