Activate JobCopilot
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
Accounting Advisory 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, Accounting Advisory team members provide holistic perspectives and capabilities to deliver unparalleled results.
The Vice President (VP), Accounting Advisory role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This VP is a key contributor within the OCFO and TAS practices, helping clients modernize financial operations through data-driven insights, innovative technology and scalable processes and bring a strategic lens to support buyers and sellers through the transaction process and beyond. The VP will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, manage discrete workstreams, collaborate closely with senior leaders, CFOs, respective multidimensional teams, sponsors and other key stakeholders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
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 buyside 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
- Lead 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
- Collaborate closely with PI, VAL, TRS and IB colleagues
- Provide coaching and mentorship to junior team members
- Lead internal trainings and best practice sharing
- Support business development and client relationship efforts
- 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
- Active CPA license required
- Located in or willing to relocate to Chicago, Dallas, Houston, Los Angeles, New York or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to travel to client sites as needed
- 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
$225,000 - $300,000 a year
In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Your email job alert is now active!
