OCFO Transformation & Controllership Director

Portage Point Partners, LLC; Florida; On-site; USD 505,000 - 695,000; Full time

Job summary

Portage Point Partners is looking for a Director, OCFO AACT, based in New York. The role requires leading client engagements, providing financial advisory services, and managing complex process improvements. Candidates should possess at least 10 years of experience in financial consulting and hold an active CPA license. The position offers a competitive salary range of $505,000 - $695,000 and emphasizes a collaborative, team-based culture within the firm.

Qualifications

• 10+ years of progressive experience in financial consulting, advisory services and/or audit is required.
• Located in or willing to relocate to specific cities including New York, Boston, or Chicago.
• Deep understanding of ASC 606, ASC 805, and ASC 842 qualifications.

Responsibilities

• Lead end-to-end client engagements and provide financial advisory services.
• Provide technical and strategic accounting guidance and insights for clients.
• Develop client relationships by delivering high-quality tailored solutions.
• Advise clients through complex transactional and operational situations.
• Support multiple concurrent engagements with financial advisory guidance.

Skills

Financial modeling

GAAP accounting principles

Communication skills

Project management

Team collaboration

Technical accounting

Client relationship management

Education

Bachelor’s degree in finance, accounting, business administration or a related field

Active CPA license

MBA or CFA preferred

Tools

NetSuite

Microsoft Dynamics

Power BI

Tableau

Automation Anywhere

Job description

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 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 & Controllership Transformation (AACT) 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, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the OCFO practice.

The Director, OCFO AACT at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This position is a high-visibility role, providing advice, leadership and project execution for clients on transaction accounting matters and within the controllership function to drive process and technology improvement. The Director will report directly to the OCFO Practice Line Leader and empower clients to modernize their financial operations through innovative technology and streamlined processes. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. 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 end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay, order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence, IPO readiness and post-transaction accounting
• 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 (sponsors, lenders and management teams)
• Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice
• Provide recommendations to clients on ways to leverage Enterprise Resource Platform (ERP) and close process and consolidation tools to more effectively and rapidly track financial performance and improve controls
• Develop and deploy scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions
• Leverage financial expertise and project management skills, including a deep understanding of GAAP accounting principles and S-X regulatory compliance to support clients navigating diverse transactions-related financial accounting and reporting considerations
• Support multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams)
• Advise clients through complex transactional and operational situations, including mergers, acquisitions, carveouts, operating model transformations and technology implementations
• Lead business development and client relationship efforts
• Begin to originate revenue through network cultivation, lead business development and foster strong client relationship
• 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 practice
• Support talent acquisition and firm-building initiatives
• Provide coaching and mentorship to junior team members
• 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 (MBA, CFA) preferred
• Active CPA license required
• Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
• Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
• At least 10 years of progressive experience in financial consulting, advisory services and / or audit
• Experience in operational accounting, finance or controllership roles a plus
• 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
• Complete proficiency in financial modeling and financial statements analysis as well as accounting treatments
• Proficiency in financial technologies and tools (e.g., NetSuite, Sage Intacct, Microsoft Dynamics, Blackline, Floqast, etc.)
• Bias towards and track record of leveraging technology and automation solutions (Power BI / Tableau, Power Automate, UI Path, Automation Anywhere) to drive business process efficiency
• 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 environments

$505,000 - $695,000

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.