Associate, Office of the CFO // Accounting Advisory

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. 

Portage Point Partners is seeking an Accounting Advisory Associate to deliver operational, technical and transaction accounting advisory across the full business and investment lifecycle. As key contributors within the OCFO and Transaction Advisory Services (TAS) practices, this Associate will leverage a background in accounting, finance, audit, operations and consulting to provide holistic, data-driven insights that help clients modernize financial operations and navigate complex transactions. This role offers a broad, high-impact opportunity to support both buyers and sellers through the transaction process and beyond, while enhancing efficiency, accuracy and decision-making across client organizations. This individual will execute discrete workstreams, support critical initiatives, and collaborate closely with senior leaders in a fast-paced, high-performance environment.

• Support deals involving complex accounting, reporting and transaction related matters, including acquisitions, divestitures, IPOs, debt offerings, and other strategic transactions 
• Support in preparation and analysis of pro forma financial statements and deal related financial information 
• Apply and interpret complex accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) under the direction of engagement leaders, translating technical conclusions into clear, actionable client recommendations 
• Support clients with accounting policy development, technical accounting research, preparation of technical memos, audit readiness activities, peer benchmarking, and implementation of new accounting standards under the direction of engagement leaders 
• Support in GAAP conversion projects, including identification of GAAP differences and quantification of financial statement impacts 
• Conduct detailed financial analysis and assist in the deliverable preparation that informs client strategy and decision-making 
• Draft clear and compelling reports outlining key takeaways 
• Contribute to process design and technology-enabled solution implementation that improves reporting quality, controls, scalability and efficiency 
• Develop data driven models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to deliver insights 
• 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 the execution of proposed solutions and building trusted relationships with management teams and sponsors 
• Assist in the development of methodologies, templates and best practices that build the OCFO and TAS practices 
• Support internal trainings and best practice sharing 
• Support talent acquisition and firm-building initiatives 
• Contribute to a high-performing, inclusive and values-driven culture