Vice President, Office of the CFO // Controllership Transformation

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. The Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.  Portage Point Partners is seeking a Controllership Transformation Vice President (VP) to deliver operational, technical, transaction and data analytics advisory across the full business and investment lifecycle. This VP will leverage backgrounds in accounting, finance, operations and consulting to support end-to-end finance transformation, design and optimization. They will use data-driven insights that help clients modernize financial operations, implement scalable processes and technology-enabled solutions. This role offers a broad, high-impact opportunity to support buyers and sellers through complex deals 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 in designing, optimizing and transforming end-to-end finance processes, including procure-to-pay, order-to-cash, record-to-report, with a focus on controls, process efficiency and operational excellence
• Assess current state finance operations, identify process inefficiencies and design future state operating models that improve effectiveness, scalability and controls
• Advise clients on process design, technology enabled solution implementation and scalable finance processes to improve operational effectiveness
• Lead and support month end and year end close activities, including AP, AR and GL close processes, financial statement preparation, FX accounting and audit support
• Perform balance sheet substantiation, account reconciliations and preparation of audit schedules to support financial reporting integrity and audit readiness
• Support strategic business initiatives, including acquisitions, divestitures and finance integration projects, with exposure to accounting and reporting considerations under US GAAP, IFRS and other relevant accounting frameworks
• Conduct and oversee detailed financial analysis and assist in deliverable preparation that informs client strategy and decision-making
• Draft clear and compelling reports outlining key takeaways
• 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

Six plus years of relevant consulting experience in finance transformation, controllership, financial reporting, with strong knowledge of core finance processes, including procure-to-pay, order-to-cash and record-to-report

Willing to relocate to or be primarily present in Gurgaon

Deep understanding of GAAP accounting principles and financial reporting

Proficient in financial modeling, analysis and accounting treatment evaluation with strong ability to connect technical conclusions to operational outcomes

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

Experience working with private equity clients or on US / global transactions is preferred

Hands on experience with finance technologies such as NetSuite, Sage Intacct, Microsoft Dynamics, Blackline or FloQast

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