Portage Point Partners
Director, Office of the CFO // Data Analytics
Portage Point Partners, New York, New York, us, 10261
Director, Office of the CFO // Data Analytics
Join to apply for the
Director, Office of the CFO // Data Analytics
role at
Portage Point Partners
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 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.
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.
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
10 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
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.
Benefits
Medical insurance
401(k)
Disability insurance
Paid maternity leave
Paid paternity leave
Seniority level
Director
Employment type
Full‑time
Job function
Finance, Business Development, and Consulting
Industries
Business Consulting and Services, Investment Banking, and Operations Consulting
#J-18808-Ljbffr
Director, Office of the CFO // Data Analytics
role at
Portage Point Partners
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 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.
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.
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
10 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
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.
Benefits
Medical insurance
401(k)
Disability insurance
Paid maternity leave
Paid paternity leave
Seniority level
Director
Employment type
Full‑time
Job function
Finance, Business Development, and Consulting
Industries
Business Consulting and Services, Investment Banking, and Operations Consulting
#J-18808-Ljbffr