Managing Director, Office of the CFO

Portage Point Partners

Business Consulting

Philadelphia, PA - United States

Vice President

Experteer Overview

As Managing Director in the OCFO practice, you will lead high-impact client engagements and shape the finance function for middle-market clients. You will drive strategic finance, data analytics, and accounting advisory, while steering internal initiatives to strengthen market positioning. This role sits at the intersection of technical accounting, analytics, and business development, offering scale and leadership in a fast-paced, performance-driven culture. You will collaborate across cross-functional teams to deliver transformational outcomes and value creation for clients.

Compensation / Benefits

comprehensive benefits
equity participation

Responsibilities

Lead full-lifecycle engagements across strategic finance, data analytics, accounting advisory, finance transformation and interim financial leadership
Advise executives, PE sponsors, lenders, and management on FP&A, budgeting, forecasting, scenario planning, and value creation
Provide guidance on complex accounting standards (ASC 606, ASC 842) and transaction-related reporting
Guide transformation and transaction scenarios (M&A, carveouts, operating model changes, tech implementations)
Develop scalable processes, frameworks, and analytics tools to improve middle-market OCFO functions
Design and integrate dashboards and visibility tools using analytics platforms (Power BI, Tableau, SQL, Python)
Recommend ERP, close, consolidation, and automation system implementations
Oversee multiple workstreams and provide technical and business advisory and interim management as needed
Coach and mentor junior team members; lead trainings and best-practice sharing
Drive business development and client relationships; contribute to talent acquisition and firm-building initiatives
Contribute to a high-performing, inclusive, values-driven culture

Key requirements

Bachelor’s degree from a top undergraduate program
15+ years of progressive experience in financial consulting, strategic finance, audit, banking or performance improvement with middle-market exposure
Experience leading finance/ accounting functions or finance transformations
Expertise in data-driven analytical 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-presenting skills
Proven ability to thrive in lean, fast-moving teams
High attention to detail and ownership mindset
Client-facing experience in high-pressure environments

collaborative mindset strong communication leadership and mentorship Power BI Tableau SQL

Description

As Managing Director in the OCFO practice, you will lead high-impact client engagements and shape the finance function for middle-market cli…

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