Senior Director, Office of the CFO // Data Analytics
About The Position
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, 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 Senior 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 Senior 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.
Requirements
- Experience in high-growth consulting, private equity, and operating environments
- Located in or willing to relocate to Boston, Chicago, Dallas, Houston Los Angeles, 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
- 12 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
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 data analytics 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
