Financial Fraud Analyst focusing on in - depth investigations and analysis of data to mitigate risks for the business. Working within a hybrid model in São Paulo's financial sector.
About the role
- Director role at Portage Point Partners managing strategic finance solutions for middle-market clients. Focused on enhancing financial processes and advising C-suite executives.
Responsibilities
- Support end-to-end client engagements, including oversight of local teams to deliver strategic finance and analytics solutions that create measurable value
- Develop and deploy scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions
- Advise C-suite executives, private equity sponsors and lenders on key financial initiatives, including the buildout of financial planning and analysis (FP&A), liquidity forecasting and management, scenario planning and transaction preparation processes and tools
- Oversee the design and implementation of driver-based models and tools that enable better decision making and alignment with client objectives and work cross-functionally to productize and automate solutions
- Drive design and / or enhance key performance indicators (KPIs) and implement technology-driven performance visibility solutions by integrating diverse datasets to generate insight using tools like Power BI, Tableau, Power Query, Snowflake, SQL and Python
- Support multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams)
- Advise clients through complex transactional and operational situations, including mergers, acquisitions and carveouts, operating model transformations, selling / buying the business, technology implementations, etc.
- Mentor junior finance and analytics professionals
- Support business development efforts while maintaining strong relationships with existing clients
- Share and manage best practices as well as lead internal trainings where required
- Support talent acquisition and firm-building initiatives
Requirements
- Bachelor’s degree in finance, accounting, economics or a related field from a top undergraduate program; advanced degree or CFA, CPA or CA preferred
- Experience working with private equity clients or on US / global transactions is preferred
- Willing to relocate to or be primarily present in Gurgaon
- 10 plus years of experience in strategic finance, FP&A, IB or management consulting, with a focus on middle-market companies
- Expertise in financial modeling, scenario planning and advanced analytics
- Strong understanding of private equity environments and value creation strategies
- Entrepreneurial mindset with a focus on business development and client relationship management
- 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
- 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
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
Benefits
- Contribute to a high-performing, inclusive and values-driven culture
Job title
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Degree requirement
Tech skills
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