Managing Director, Office of the CFO

Portage Point Partners

Business Consulting

Boston, MA - USA

Vice President

Experteer Overview

As Managing Director in OCFO, you will shape and scale controllership and strategic finance for mid-market clients. You lead high-impact engagements, originate new business, and drive internal initiatives to strengthen market positioning. You work at the intersection of technical accounting, analytics, and finance transformation to deliver growth and value. This role offers exposure to M&A, carveouts, ERP implementations, and data-driven finance platforms in a fast-paced, collaborative culture. You’ll shape outcomes that directly influence client success and firm-building.

Compensation / Benefits

comprehensive benefits
equity participation

Responsibilities

Lead full-lifecycle engagements across strategic finance, data analytics, accounting advisory, and finance transformation
Advise executives and sponsors on FP&A, budgeting, forecasting, and value creation strategies
Provide guidance on complex accounting standards (ASC 606, ASC 842) and transaction-related reporting
Steer transformation and transaction scenarios (M&A, carveouts, operating model changes, tech implementations)
Develop scalable processes, frameworks, and analytic tools to improve middle-market OCFO functions
Design dashboards and analytics-driven visibility tools using Power BI, Tableau, and related tech
Recommend and lead ERP and financial technology implementations to enhance controls and efficiency
Oversee multiple concurrent workstreams, provide advisory and interim management as needed
Coach junior team members, lead trainings, and share best practices
Drive business development, client relationships, and talent acquisition

Key requirements

Bachelor’s degree from a top undergraduate program
15+ years in financial consulting, strategic finance, audit, banking, or performance improvement
Experience leading finance functions or finance transformations
Expertise in analytical, data-driven solutions using Power BI, Tableau, SQL, Python
Experience selecting or deploying ERP/financial technology tools (NetSuite, Sage Intacct, Dynamics, OneStream, FloQast, Adaptive, Kyriba)
Superior communication and executive-ready reporting skills
Thrives in lean, fast-moving teams with high attention to detail and ownership mindset
Proven client-facing success in high-pressure environments

strong communication and presentation skills collaborative and team-oriented ownership mindset Power BI Tableau SQL

Description

As Managing Director in OCFO, you will shape and scale controllership and strategic finance for mid-market clients. You lead high-impact eng…

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