Vice President, Financial Planning & Analysis (FP&A)

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 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), 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).

The Delivery Enablement (DE) team powers Portage Point’s growth as a scalable, high-quality operational backbone. Including Marketing, Commercial Strategy, Talent Acquisition, Human Resources, Delivery Excellence, Accounting & Finance and Data Analytics, the DE team drives excellence, efficiency and automation across every practice line.

Responsibilities

• Lead and develop internal FP&A function
• Own annual budget, monthly forecasting, long-range planning (LRP) and scenario planning processes
• Analyze KPIs and support Practice Line Leaders in optimizing delivery productivity
• Implement scalable processes and automations across A&F, including AI & agentic workflows for key processes with the support of Data Analytics (DA) and Triple P India (TPI) team members
• Be a key contributor of value creation, cost optimization and margin expansion efforts
• Maintain and evolve existing automations in collaboration with DA and TPI teams
• Own the quarterly bonus payout process
• Support the Monthly Financial Reporting process and initiative toward a continuous closing cycle
• Operationalize business process changes that come frequently with firm growth
• Implement and evolve standard operating procedures for the FP&A function
• Provide key stakeholders with information vital to respective decision-making processes
• Collaborate with executive leadership, private equity sponsor and Delivery Enablement functions
• Provide coaching and mentorship to junior team members
• Support firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Qualifications

• Bachelor’s degree in finance and / or accounting from a top undergraduate program
• Located in or willing to relocate to Chicago, Dallas, Los Angeles or New York
• Invested in a team-based culture, motivated to collaborate in office four days per week
• Five plus years of progressive work experience in a finance role
• Proficiency in financial modeling and experience implementing automated and scalable solutions
• Familiarity with Workday Adaptive Planning preferred; experience with PowerBI reporting a plus
• 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, high-visibility environments