Senior Director, Office of the CFO / Data Analytics

Overview

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 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), 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 and 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.

Responsibilities

Lead strategic data analytics engagements and oversee the execution of data-driven solutions aligned to transformation, performance improvement, M&A and enterprise growth initiatives

Partner with firm leaders to identify and cultivate new client relationships and expand existing ones through differentiated analytics capabilities

Begin to originate revenue through cultivation of network and leadership in the Portage Point coverage model, instilling trust to close new engagements and extensions

Build and maintain trusted partnerships with CEOs, CFOs, CIOs, sponsors and lenders while influencing decision-making with clear, insight-rich communications

Drive 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 frameworks

Identify opportunities and deploy tools (Power Automate, Alteryx, UiPath) to accelerate time-to-insight and reduce operational friction

Develop dynamic dashboards, KPIs, and predictive models to support client strategic planning, investor reporting, and cross-functional business management

Mentor and develop high-performing teams; contribute to best practices, training, recruiting, and firm-building efforts across the OCFO and D&A practices

Provide coaching and mentorship to junior team members

Lead internal trainings and best practice sharing

Lead business development and client relationship efforts

Support talent acquisition and firm-building initiatives

Contribute to a high-performing, inclusive and values-driven culture

Qualifications

Experience in high-growth consulting, private equity, and operating environments

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

16 plus years of experience in data analytics, technology-enabled transformation, or strategic advisory, in consulting environments

Multi-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 analytics

Track 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 teams

Passion for growing people, building systems, and delivering lasting impact

Superior written and verbal communication skills, including executive-ready presentation, reporting skills and ability to articulate solutions to non-technical professionals

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

$480,000 – $825,000 a year

The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.

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