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Portage Point Partners

Posted 6 months ago

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Associate, Office of the CFO // Accounting Advisory & Controllership Transformation (AACT) (India Team)

GurgaonHybridFull-time

AI Summary

An Associate in the Office of the CFO – Accounting Advisory & Controllership Transformation (AACT) supports client engagements, executing workstreams in controllership, finance operations, and transaction accounting, and delivers data-driven insights to modernize financial processes.

About this role

Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.

The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.

Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.

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 Office of the CFO Practice (OCFO).

Portage Point Partners is seeking AACT Associates to deliver operational, technical, and transaction accounting advisory across the full business and investment lifecycle. As key contributors within the OCFO and Transaction Advisory Services (TAS) practices, Associates leverage backgrounds in accounting, finance, audit, operations and consulting to provide holistic, data-driven insights that help clients modernize financial operations, implement scalable processes and navigate complex transactions. This role offers a broad, high-impact opportunity to support both buyers and sellers through the transaction process and beyond, while enhancing efficiency, accuracy, and decision-making across client organizations. This individual will execute discrete workstreams, support critical initiatives, and collaborate closely with senior leaders in a fast-paced, high-performance environment.

Responsibilities

  • Support client engagements across core controllership and finance operations, including the development of solutions across procure-to-pay, order-to-cash and record-to-report processes
  • Support the engagement team advising clients through situational needs, such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting
  • Conduct detailed financial analysis and assist in the deliverable preparation that informs client strategy and decision-making
  • Execute buy side and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis
  • Draft clear and compelling reports outlining key takeaways
  • Apply and interpret complex accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) under the direction of engagement leaders, translating technical conclusions into clear, actionable client recommendations
  • Contribute to process design and technology-enabled solution implementation that improves reporting quality, controls, scalability and efficiency
  • Develop data driven models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to deliver insights
  • Collaborate with senior team members to evaluate client performance, diagnose root cause issues, identify improvement opportunities and prepare actionable recommendations
  • Participate in client meetings, helping translate findings into actionable insights and supporting the execution of proposed solutions and building trusted relationships with management teams and sponsors
  • Assist in the development of methodologies, templates and best practices that build the OCFO and TAS practices
  • Support internal trainings and best practice sharing
  • 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 (CPA or CA) preferred
  • Experience working with private equity clients or on U.S. / global transactions is preferred
  • Willing to relocate to or be primarily present in Gurgaon
  • Four plus years of experience in financial consulting, advisory services or audit, preferably with exposure to transaction-driven or capital markets environments
  • Strong understanding of GAAP accounting principles and financial reporting requirements, including practical experience with complex areas such as revenue, business combinations or financial instruments
  • Experience in financial modeling and financial statements analysis as well as accounting treatments
  • Experience with financial technologies and tools such as NetSuite, Sage Intacct, Microsoft Dynamics, Blackline and FloQast
  • Experience leveraging technology and automation solutions (Power BI / Tableau, Power Automate, UI Path, Automation Anywhere) and interest in leveraging emerging technologies, including AI-enabled solutions, to transform finance functions
  • Exposure to ASC 606, ASC 805 and ASC 842
  • 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

    • Skills

    AlteryxASC 606ASC 805ASC 842Automation AnywhereBlacklineExcelFloQastGAAPIFRSMicrosoft DynamicsNetSuitePower BISage IntacctTableauUiPath

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