Director, OCFO Transformation & Advisory

Portage Point Partners, LLC; Atlanta (GA); On-site; USD 505,000 - 695,000; Full time

Job summary

Portage Point Partners in Wisconsin is seeking a Director, OCFO AACT to lead financial advisory services. This high-visibility role involves providing strategic guidance and technical accounting expertise to clients on transaction matters. With over 10 years of experience in financial consulting and an active CPA license, the ideal candidate will develop strong client relationships and advise on operational improvements. The position offers a competitive salary of $505,000 - $695,000 annually, reflecting the candidate's qualifications and experience.

Qualifications

• At least 10 years of progressive experience in financial consulting or advisory services.
• Active CPA license required.
• Complete proficiency in financial modeling and statements analysis.
• Superior written and verbal communication skills.

Responsibilities

• Lead end-to-end client engagements providing financial advisory services.
• Provide technical accounting and strategic guidance.
• Develop and maintain strong client relationships.
• Advise clients through complex transactional and operational situations.

Skills

Financial consulting

Technical accounting

Project management

Business development

Team collaboration

Financial modeling

Education

Bachelor’s degree in finance, accounting, business administration

MBA or CFA preferred

Tools

NetSuite

Sage Intacct

Microsoft Dynamics

Power BI

Tableau

Job description

Portage Point Partners in Wisconsin is seeking a Director, OCFO AACT to lead financial advisory services. This high-visibility role involves providing strategic guidance and technical accounting expertise to clients on transaction matters. With over 10 years of experience in financial consulting and an active CPA license, the ideal candidate will develop strong client relationships and advise on operational improvements. The position offers a competitive salary of $505,000 - $695,000 annually, reflecting the candidate's qualifications and experience.