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

$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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