Portage Point Partners

Director, Office of the CFO // Data Analytics

Posted: 1 hours ago

Job Description

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from , 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), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).The OCFO team provides strategic finance, operational, technical accounting and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations and consulting, the OCFO team provides holistic perspectives and capabilities to deliver unparalleled results.The OCFO Director, Data Analytics at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This is a high-impact position at the intersection of data, technology and strategy. This Director will report directly to the OCFO Practice Line Leader and lead high-impact analytics initiatives that drive value creation, operational efficiency and strategic insight across the business lifecycle. This individual will be a senior member of the Data Analytics team, managing large-scale client engagements, architecting data solutions and serving as a thought leader within the practice. 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.ResponsibilitiesLead strategic data analytics engagements and oversee the execution of data-driven solutions aligned to transformation, performance improvement, M&A and enterprise growth initiativesPartner with firm leaders to identify and cultivate new client relationships and expand existing ones through differentiated analytics capabilitiesBegin to originate revenue through cultivation of network and leadership in the Portage Point coverage model, instilling trust to close new engagements and extensionsBuild and maintain trusted partnerships with CEOs, CFOs, CIOs, sponsors and lenders while influencing decision-making with clear, insight-rich communicationsDrive excellence across ELT, data modeling, architecture design, and integration. Lead application of advanced analytics (AI/ML/NLP) and automation (RPA, scripting)Guide clients in building, scaling, and professionalizing data platforms (e.g., Snowflake, Azure, SQL). Instill strong data governance, quality, and compliance frameworksIdentify opportunities and deploy tools (Power Automate, Alteryx, UiPath) to accelerate time-to-insight and reduce operational frictionDevelop dynamic dashboards, KPIs, and predictive models to support client strategic planning, investor reporting, and cross-functional business managementMentor and develop high-performing teams; contribute to best practices, training, recruiting, and firm-building efforts across the OCFO and data analytics practicesProvide coaching and mentorship to junior team membersLead internal trainings and best practice sharingLead business development and client relationship effortsSupport talent acquisition and firm-building initiativesContribute to a high-performing, inclusive and values-driven cultureQualificationsExperience in high-growth consulting, private equity, and operating environments Located in or willing to relocate to Boston, Chicago, Dallas, Houston Los Angeles, New York, Palm Beach or PhiladelphiaInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed 10 plus years of experience in data analytics, technology-enabled transformation, or strategic advisory, in consulting environmentsMulti-faceted experience in the data analytics lifecycle, including but not limited to: data engineering / integration (SQL, Python, Airflow, dbt, Fivetran), data modeling / architecture (Azure, Snowflake, Redshift), AI and ML (NLP, OCR, GenAI, Python/R), BI visualization (Power BI, Tableau, Looker), process automation (Power Automate, UiPath, Alteryx) and data governance (Collibra, Alation, Purview)Proven track record of working directly with Private Equity Sponsors, Lenders and C-suite executives to successfully deliver measurable business outcomes through analyticsTrack record of developing and marketing solutions and products to drive faster and better client outcomes Experience working with and leading and scaling India-based consulting teamsPassion for growing people, building systems, and delivering lasting impactSuperior written and verbal communication skills, including executive-ready presentation, reporting skills and ability to articulate solutions to non-technical professionalsProven ability to thrive in lean, fast-moving teamsHigh attention to detail, responsiveness and ownership mindsetTrack record of success in high-pressure, client-facing environments$395,000 - $590,000 a yearIn 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.

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