Portagepointpartners1mo ago

Director, Office of the CFO // Accounting Advisory & Controllership Transformation (AACT) (India Team)

GurgaonOffice of the CFOexecutive

OtherDirector

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Overview

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…

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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.

Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO Practice (OCFO).

The Director, OCFO Accounting Advisory & Controllership Transformation (AACT) 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. Portage Point empowers clients to modernize their financial operations through expertise, innovative technology and streamlined processes. The Accounting Advisory & Controllership Transformation (AACT) is focused on driving accuracy, streamlining processes and enabling data driven decision-making with financial data, from transactions to controllership-drive transformations. The Director, OCFO Accounting Advisory & Controllership Transformation (AACT) should be prepared to work within a small, collaborative team environment to manage discrete workstreams.

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, ASC 805 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

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

Advise clients through complex transactional and operational situations, including mergers, acquisitions and carveouts, operating model transformations, selling / buying the business, technology implementations, etc.

Begin to originate revenue through cultivation of network and leadership in the Portage Point coverage model

Mentor junior finance and analytics professionals

Support business development efforts while maintaining strong relationships with existing clients

Share and manage best practices as well as lead internal trainings where required

Support talent acquisition and firm-building initiatives

Contribute to a high-performing, inclusive and values-driven culture

Bachelor’s degree in finance, accounting, business administration or a related field; advanced degree or professional certification (CPA or CA) preferred

Willing to relocate to or be primarily present in Gurgaon

10 plus years of progressive experience in financial consulting, advisory services or audit

Experience in the role of controllership, finance and accounting advisory services

Complete proficiency in financial modeling and financial statements analysis as well as accounting treatments

Proficiency in financial technologies and tools (e.g., NetSuite, Sage Intacct, Microsoft Dynamics, Blackline, Floqast, etc.)

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

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