Portage Point Partners

Vice President, Accounting Advisory

Portage Point Partners

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • California, Illinois, New York, Pennsylvania, Texas • 🇺🇸 United States

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Salary

💰 $225,000 - $300,000 per year

Job Level

Lead

Tech Stack

Tableau

About the role

  • 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 buyside 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
  • Lead 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
  • Collaborate closely with PI, VAL, TRS and IB colleagues
  • Provide coaching and mentorship to junior team members
  • Lead internal trainings and best practice sharing
  • Support business development and client relationship efforts
  • Support talent acquisition and firm-building initiatives
  • Contribute to a high-performing, inclusive and values-driven culture

Requirements

  • Bachelor’s degree in finance, accounting, business administration or a related field; advanced degree or professional certification (CFA, CA) preferred
  • Active CPA license required
  • Located in or willing to relocate to Chicago, Dallas, Houston, Los Angeles, New York or Philadelphia
  • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to travel to client sites as needed
  • Six plus years of progressive experience in financial consulting, advisory services or audit, with meaningful experience in transaction-driven, capital markets or private equity-backed environments
  • Deep understanding of GAAP accounting principles and financial reporting (ASC 606, ASC 805 and ASC 842) with experience advising complex technical matters and stakeholder impact
  • Proficient in financial modeling, analysis and accounting treatment evaluation with strong ability to connect technical conclusions to operational outcomes
  • Hands on experience with finance technologies such as NetSuite, Sage Intacct, Microsoft Dynamics, Blackline or FloQast
  • Familiarity with analytics and automation tools (e.g., Power BI, Tableau, Power Automate, UI Path, Automation Anywhere) and interest in leveraging emerging technologies, including AI-enabled solutions, to transform finance functions
  • Proven ability to lead complex engagements, manage multiple priorities and deliver executive-ready results
  • 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 environment
Benefits
  • Comprehensive benefits and equity participation

Applicant Tracking System Keywords

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

Hard skills
financial analysistransactional accountingfinancial modelingaccounting treatment evaluationGAAPASC 606ASC 805ASC 842audit readinessquality of earnings analysis
Soft skills
leadershipcollaborationcommunicationproblem-solvingmentorshipclient relationship managementattention to detailownership mindsetadaptabilityteamwork
Certifications
CPACFACA