Managing Director, Office of the CFO

Portage Point Partners

Business Consulting

Los Angeles, CA - USA

Vice President

Experteer Overview

As Managing Director in the Office of the CFO, you will shape and scale controllership and strategic finance for middle-market clients. You lead high-impact engagements, originate new business, and drive internal initiatives to strengthen market position. You operate at the crossroads of technical accounting, financial strategy, analytics, and transformation, delivering tangible value for clients and the firm. This role offers a high-performance, collaborative culture where you influence outcomes and build the future of a rapidly growing consultancy.

Compensation / Benefits

comprehensive benefits
equity participation

Responsibilities

Lead full-lifecycle engagements across strategic finance, data analytics, accounting advisory, and finance transformation
Advise executives and lenders on FP&A, budgeting, forecasting, and value-creation strategies
Provide strategic and technical guidance on complex accounting standards (ASC 606, ASC 842) and related financial reporting
Guide clients through transformation and transaction scenarios (M&A, carveouts, operating model changes)
Develop and deploy scalable processes, frameworks, and analytic tools for middle-market OCFO functions
Design dashboards and analytics-driven visibility tools using Power BI, Tableau, SQL, Python
Recommend and lead ERP, financial close, consolidation, and automation implementations
Oversee multiple concurrent engagements, providing advisory and interim management as needed
Coach and mentor junior team members; lead internal trainings and best practice sharing
Lead business development and client relationship efforts; participate in firm-building initiatives
Contribute to a high-performing, inclusive, values-driven culture
Lead talent acquisition and contribute to cross-functional collaboration in a fast-moving environment

Key requirements

Bachelor's degree in a relevant field
15+ years in financial consulting, strategic finance, audit, banking, or performance improvement
Experience leading finance functions or transformations
Proficiency with analytical tools (Power BI, Tableau, SQL, Python)
Experience evaluating and deploying ERP/financial technology tools (NetSuite, Sage Intacct, Dynamics, OneStream, FloQast, Adaptive, Kyriba)
Strong executive communication and reporting skills
Proven ability to thrive in lean, fast-moving teams
High attention to detail and ownership mindset
Willingness to relocate to multiple U.S. cities and work onsite four days a week

Executive-level communication Collaboration and teamwork Leadership and mentoring Power BI Tableau SQL

Description

As Managing Director in the Office of the CFO, you will shape and scale controllership and strategic finance for middle-market clients. You …

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