Portage Point Partners

Senior Director, Office of the CFO – Data Analytics

Portage Point Partners

full-time

Posted on:

Location Type: Hybrid

Location: California, Florida, Illinois, Massachusetts, New York, Tennessee, Texas • 🇺🇸 United States

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Salary

💰 $480,000 - $825,000 per year

Job Level

Senior

Tech Stack

AirflowAmazon RedshiftAzurePythonRPASQLTableau

About the role

  • Lead strategic data analytics engagements and oversee the execution of data-driven solutions aligned to transformation, performance improvement, M&A and enterprise growth initiatives
  • Partner with firm leaders to identify and cultivate new client relationships and expand existing ones through differentiated analytics capabilities
  • Begin to originate revenue through cultivation of network and leadership in the Portage Point coverage model, instilling trust to close new engagements and extensions
  • Build and maintain trusted partnerships with CEOs, CFOs, CIOs, sponsors and lenders while influencing decision-making with clear, insight-rich communications
  • Drive excellence across ELT, data modeling, architecture design, and integration. Lead application of advanced analytics (AI/ML/NLP) and automation (RPA, scripting)
  • Guide clients in building, scaling, and professionalizing data platforms (e.g., Snowflake, Azure, SQL). Instill strong data governance, quality, and compliance frameworks
  • Identify opportunities and deploy tools (Power Automate, Alteryx, UiPath) to accelerate time-to-insight and reduce operational friction
  • Develop dynamic dashboards, KPIs, and predictive models to support client strategic planning, investor reporting, and cross-functional business management
  • Mentor and develop high-performing teams; contribute to best practices, training, recruiting, and firm-building efforts across the OCFO and D&A practices
  • Provide coaching and mentorship to junior team members
  • Lead internal trainings and best practice sharing
  • Lead business development and client relationship efforts
  • Support talent acquisition and firm-building initiatives
  • Contribute to a high-performing, inclusive and values-driven culture

Requirements

  • Experience in high-growth consulting, private equity, and operating environments
  • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston Los Angeles, Nashville, New York, Palm Beach or Philadelphia
  • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
  • 12 plus years of experience in data analytics, technology-enabled transformation, or strategic advisory, in consulting environments
  • Multi-faceted experience in the data analytics lifecycle, including but not limited to: data engineering / integration (SQL, Python, Airflow, dbt, Fivetran), data modeling / architecture (Azure, Snowflake, Redshift), AI and ML (NLP, OCR, GenAI, Python/R), BI visualization (Power BI, Tableau, Looker), process automation (Power Automate, UiPath, Alteryx) and data governance (Collibra, Alation, Purview)
  • Proven track record of working directly with Private Equity Sponsors, Lenders and C-suite executives to successfully deliver measurable business outcomes through analytics
  • Track record of developing and marketing solutions and products to drive faster and better client outcomes
  • Experience working with and leading and scaling India-based consulting teams
  • Passion for growing people, building systems, and delivering lasting impact
  • Superior written and verbal communication skills, including executive-ready presentation, reporting skills and ability to articulate solutions to non-technical professionals
  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analyticsdata engineeringdata integrationdata modelingdata architectureAIMLNLPPythonSQL
Soft skills
team-based culturecollaborationcommunicationmentorshipleadershipattention to detailresponsivenessownership mindsetinfluencetrust-building