🕒 5 days ago
The Financial Analyst in Plaid's Corporate Finance team will drive financial planning, forecasting, and reporting, providing strategic insights to support decision-making at senior leadership levels.
Associate, Office of the CFO // Strategic Finance & Analytics
📅 Mar 22
Financial ModelingScenario PlanningAdvanced AnalyticsPower BI
📜 Description
- Execute analytical workstreams to deliver strategic finance and analytics solutions that create measurable value.
- Support development and implementation of scalable processes and analytical solutions for middle market OCFO functions.
- Build driver-based models and tools to enhance decision making and align with client objectives.
- Analyze key performance indicators (KPIs) and implement technology-driven performance visibility solutions.
- Collaborate with senior team members to evaluate client performance and prepare actionable recommendations.
🛠️ Requirements
- Bachelor’s degree in finance, accounting, economics or a related field from a top undergraduate program; advanced degree or CFA, CPA or CA designation preferred
- Experience working with private equity clients or on US / global transactions is preferred
- Willing to relocate to or be primarily present in Gurgaon
- Four plus years of experience in strategic finance, FP&A, IB or management consulting, with a focus on middle-market companies
- Building expertise in financial modeling, scenario planning and advanced analytics
- Strong understanding of private equity environments and value creation strategies
- Bias towards and track record of leveraging technology and automation solutions (Power BI / Tableau, Power Automate, UI Path, Automation Anywhere) to drive business process efficiency
- Developing proficiency in financial technologies and tools (e.g., Adaptive Insights, Oracle PBCS, Power BI, Tableau, etc.)
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, fast-moving teams
Full job description
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.
The Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry.
The Associate, OCFO Strategic Finance & Analytics role represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. The Associate, OCFO Strategic Finance & Analytics combines technical expertise and analytical skills to deliver exceptional results for middle-market clients across diverse industries. The ideal candidate is an entrepreneurial and experienced finance professional with a proven track record in optimizing financial processes and building tools to enable faster and more impactful data-driven decisions. The Associate, OCFO Strategic Finance & Analytics, should be prepared to work within a small, collaborative team environment to manage discrete workstreams.
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Qualifications
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