Portage Point Partners

Director, Office of the CFO – Strategic Finance & Analytics

Portage Point Partners

full-time

Posted on:

Location Type: Hybrid

Location: Gurgaon • India

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Job Level

Lead

Tech Stack

OraclePythonSQLTableau

About the role

  • 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

Requirements

  • Bachelor’s degree in finance, accounting, economics or a related field from a top undergraduate program; advanced degree or CFA, CPA or CA preferred
  • Experience working with private equity clients or on US / global transactions is preferred
  • Willing to relocate to or be primarily present in Gurgaon
  • 10 plus years of experience in strategic finance, FP&A, IB or management consulting, with a focus on middle-market companies
  • Expertise in financial modeling, scenario planning and advanced analytics
  • Strong understanding of private equity environments and value creation strategies
  • Entrepreneurial mindset with a focus on business development and client relationship management
  • 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
  • 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
Benefits
  • Contribute to a high-performing, inclusive and values-driven culture
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial modelingscenario planningadvanced analyticsstrategic financefinancial planning and analysis (FP&A)liquidity forecastingperformance indicators (KPIs)driver-based modelsbusiness process efficiencyclient relationship management
Soft Skills
mentoringbusiness developmentcommunicationattention to detailresponsivenessownership mindsetability to thrive in fast-moving teamsexecutive-ready presentation skillsreporting skillsinterpersonal skills
Certifications
CFACPACA