Portage Point Partners
Associate, Office of the CFO // Strategic Finance & Analytics
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
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 Associate, 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 Associate, 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 building tools to enable faster and more impactful data-driven decisions. The Associate, OCFO Strategic Finance & Analytics, should be prepared to work within a small, collaborative team environment to manage discrete workstreams.
Responsibilities
- Execute analytical workstreams under guidance to deliver strategic finance and analytics solutions that create measurable value
- Support development and implementation of scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions
- Support client communication through analysis and materials to 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
- Build driver-based models and tools that enable better decision making and alignment with client objectives and work cross-functionally to productize and automate solutions
- Analyze key performance indicators (KPIs) and support implementation of 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 concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams)
- Support 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 root cause issues, identify improvement opportunities and prepare actionable recommendations
- Participate in client meetings, helping translate findings into actionable insights and supporting execution of proposed solutions and contributing to relationship development with management teams and sponsors
- 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 designation preferred
- Experience working with private equity clients or on US / global transactions is preferred
- Willing to relocate to or be primarily present in Gurgaon
- Four plus years of experience in strategic finance, FP&A, IB or management consulting, with a focus on middle-market companies
- Building expertise in financial modeling, scenario planning and advanced analytics
- Strong understanding of private equity environments and value creation strategies
- 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
- Developing 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
