Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO Practice (OCFO).
Portage Point Partners is seeking AACT Vice Presidents to deliver operational, technical, transaction, and data analytics advisory across the full business and investment lifecycle. As key contributors within the OCFO and Transaction Advisory Services (TAS) practices, Vice Presidents leverage backgrounds in accounting, finance, audit, operations, and consulting to provide holistic, data-driven insights that help clients modernize financial operations, implement scalable processes and navigate complex transactions. This VP role offers a broad, high-impact opportunity to support buyers and sellers through the transaction process and beyond, while enhancing efficiency, accuracy and decision-making across client organizations. This individual will lead key initiatives, manage discrete workstreams, and collaborate closely with senior leaders in a fast-paced, high-performance environment.
Responsibilities
- 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
Qualifications
- Bachelor’s degree in finance, accounting, business administration or a related field; advanced degree or professional certification (CFA, 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
- 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
