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 of OCFO Accounting Advisory & Controllership Transformation at Portage Point Partners. Leading strategic finance solutions and operational advisory facing middle market stakeholders.
Responsibilities
- Manage team execution and quality control to deliver strategic finance and analytics solutions that create measurable value
- Implement and enhance scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions
- Interface with client stakeholders, escalating key issues to leadership to support 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
- Implement driver-based models and tools that enable better decision making and alignment with client objectives and work cross-functionally to produce and automate solutions
- Analyze 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 support delivery of financial advisory guidance to clients (sponsors, lenders and management teams)
- Serve as day-to-day client lead, supporting clients through complex transactional and operational situations, including mergers, acquisitions and carveouts, operating model transformations, selling / buying the business, technology implementations, etc.
- Collaborate with senior team members to evaluate client performance, diagnose issues across the finance operating model, identify improvement opportunities and prepare / prioritize actionable recommendations
- Support client meetings, helping translate findings into actionable insights, managing stakeholder expectations, and supporting execution of solutions
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
- Six 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 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
- 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
- Contribute to a high-performing, inclusive and values-driven culture
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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