Associate – Strategic Finance & Analytics
Portage Point Partners
full-time
Posted on:
Location Type: Hybrid
Location: Gurgaon • India
Visit company websiteExplore more
About the role
- 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
Requirements
- Bachelor’s degree in finance, accounting, economics or a related field from a top undergraduate program; advanced degree or CFA, CPA or CA designation preferred
- Experience working with private equity clients or on US / global transactions is preferred
- Willing to relocate to or be primarily present in Gurgaon
- Four plus years of experience in strategic finance, FP&A, IB or management consulting, with a focus on middle-market companies
- Building expertise in financial modeling, scenario planning and advanced analytics
- Strong understanding of private equity environments and value creation strategies
- 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
- Developing proficiency in financial technologies and tools (e.g., Adaptive Insights, Oracle PBCS, Power BI, Tableau, etc.)
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingscenario planningadvanced analyticstechnical accountingfinancial advisoryperformance visibilitydata integrationkey performance indicatorsstrategic financemiddle-market finance
Soft Skills
communication skillspresentation skillsteam collaborationproblem-solvingattention to detailownership mindsetadaptabilityclient relationship developmentanalytical thinkingtime management
Certifications
CFACPACA