Senior Director, Office of the CFO // Data Analytics

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

Qualifications

• 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