Portage Point Partners

Financial Planning and Analysis

• Lead and develop internal FP&A function
• Own annual budget, monthly forecasting, long-range planning (LRP) and scenario planning processes
• Analyze KPIs and support Practice Line Leaders in optimizing delivery productivity
• Implement scalable processes and automations across A&F, including AI & agentic workflows for key processes with the support of Data Analytics team members
• Be a key contributor of value creation, cost optimization and margin expansion efforts
• Maintain and evolve existing automations in collaboration with DA and TPI teams
• Own the quarterly bonus payout process
• Support the Monthly Financial Reporting process and initiative toward a continuous closing cycle
• Operationalize business process changes that come frequently with firm growth
• Implement and evolve standard operating procedures for the FP&A function
• Provide key stakeholders with information vital to respective decision-making processes
• Collaborate with executive leadership, private equity sponsor and Delivery Enablement functions
• Contribute to creating a high-performing and inclusive culture
• Share and manage best practices
• Additional duties as assigned

Vice President, Financial Planning & Analysis – India Team

• Manage team execution and quality control to deliver strategic finance and analytics solutions that create measurable value
• Implement and enhance scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions
• Interface with client stakeholders, escalating key issues to leadership to support 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
• Implement driver-based models and tools that enable better decision making and alignment with client objectives and work cross-functionally to produce and automate solutions
• Analyze 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 multiple concurrent engagements to support delivery of financial advisory guidance to clients (sponsors, lenders and management teams)
• Serve as day-to-day client lead, supporting clients through 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 issues across the finance operating model, identify improvement opportunities and prepare / prioritize actionable recommendations
• Support client meetings, helping translate findings into actionable insights, managing stakeholder expectations, and supporting execution of solutions

Vice President – Strategic Finance & Analytics

• 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

Associate – Strategic Finance & Analytics

• Support end-to-end client engagements, including oversight of local teams to deliver 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 the buildout of financial planning and analysis (FP&A), liquidity forecasting and management, scenario planning and transaction preparation processes and tools
• Oversee the design and implementation of driver-based models and tools that enable better decision making and alignment with client objectives and work cross-functionally to productize and automate solutions
• Drive 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 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.
• 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

Director, Office of the CFO – Strategic Finance & Analytics

Controller

• Support key initiatives, execute discrete workstreams and collaborate closely with senior leaders
• Provide operational, technical, and transaction accounting advisory across the entire business and investment lifecycle
• Help clients modernize financial operations through data-driven insights, innovative technology and scalable processes
• Support clients facing complex financial, transactional and operational challenges through engagements that enhance efficiency, accuracy and decision-making

Director, Accounting Advisory & Controllership Transformation

• Lead and support end-to-end client engagements across core controllership and finance operations, including procure-to-pay, order-to-cash, record-to-report and manage or contribute to engagement teams advising clients through situational needs such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting
• Conduct and oversee detailed financial analysis and assist in deliverable preparation that informs client strategy and decision-making
• Execute buy side and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis
• Draft clear and compelling reports outlining key takeaways
• Provide technical and strategic accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) and translate into broader business and stakeholder implications for clients
• Advise clients on process design, technology-enabled solution implementation and scalable finance processes to improve reporting
• Develop data models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to provide clear, data-driven insights
• Collaborate with senior team members to evaluate client performance, diagnose issues across the finance operating model, identify improvement opportunities and prepare / prioritize actionable recommendations
• Support client meetings, helping translate findings into actionable insights, manage stakeholder expectations and supporting the execution of solutions
• Lead the development, standardization and continuous improvements of methodologies, templates and best practices that enhance the OCFO and TAS practices
• Provide coaching and mentorship to junior team members
• Lead internal trainings and best practice sharing
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Vice President, Accounting Advisory & Controllership Transformation

• Support client engagements across core controllership and finance operations, including the development of solutions across procure-to-pay, order-to-cash and record-to-report processes
• Support the engagement team advising clients through situational needs, such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting
• Conduct detailed financial analysis and assist in the deliverable preparation that informs client strategy and decision-making
• Execute buy side and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis
• Draft clear and compelling reports outlining key takeaways
• 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
• 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

Associate, Accounting Advisory & Controllership Transformation

Human Resources

• Lead buy-side and sell-side HR due diligence engagements, assessing workforce structure, labor costs, incentive design, compliance and organizational effectiveness to identify human capital risks and value creation opportunities that impact EBITDA and exit readiness
• Translate HR, compensation and workforce data into clear, executive-ready insights and actionable recommendations that inform investment decisions and value creation planning
• Design and implement scalable HR operating models, including organizational design, governance, service delivery and technology enablement to support growth, integrations and carve-outs
• Lead post-close HR transformation initiatives in PE-backed environments, driving organizational alignment, performance enablement and disciplined execution across complex, multi-workstream programs
• Contribute to practice growth through business development support, solution design and thought leadership, helping expand human capital capabilities across the private equity ecosystem
• Provide coaching and mentorship to junior team members
• Lead 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

Senior Director, Performance Improvement – Human Resources Due Diligence Transaction Execution Services

• Lead and execute FDD engagements including Quality of Earnings (QoE), working capital analysis, revenue/EBITDA analysis and cash flow reviews
• Manage carve-outs, synergy assessments and integration reviews
• Deliver high-quality work products aligned with US standards
• Act as primary contact for US-based engagement teams and clients
• Present findings to senior stakeholders effectively
• Manage multiple engagements and mentor junior team members
• Contribute to building Portage Point’s India presence, frameworks and best practices

Vice President, Financial Due Diligence – India Team

• Support execution of FDD engagements including Quality of Earnings (QoE), revenue / EBITDA analysis, working capital reviews and cash flow analysis
• Review financial statements, management reports and transaction materials to identify key trends, risks and value drivers
• Prepare client-ready deliverables including data books, analytical schedules, QoE bridges and executive-level summaries
• Assist in synergy assessments, carve-out analyses and integration support
• Collaborate with US engagement teams and participate in client discussions when required
• Work on multiple engagements simultaneously while maintaining high quality and responsiveness
• Contribute to developing best practices, knowledge sharing and India team processes
• Support business development efforts including research, pitch materials and thought leadership

Associate, Financial Due Diligence – India Team

• Support execution of FDD engagements including Quality of Earnings (QofE), revenue / EBITDA analysis, working capital reviews and cash flow analysis
• Review financial statements, management reports and transaction materials to identify key trends, risks and value drivers
• Prepare client ready deliverables including data books, analytical schedules, QoE bridges and executive level summaries
• Assist in synergy assessments, carveout analyses and integration support
• Collaborate with US engagement teams and participate in client discussions when required
• Work on multiple engagements simultaneously while maintaining high quality and responsiveness
• Provide guidance and mentorship to analysts and junior team members
• Contribute to developing best practices, knowledge sharing and India team processes
• Support business development efforts including research, pitch materials and thought leadership