Senior Accountant

Portage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational and financial perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and restructuring (TRS). 

Recognized for accelerated growth, Portage Point Partners is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the firm’s focus on excellence, intensity and pace and ability to attract blue chip and bulge bracket talent committed to delivering impactful solutions.

The Delivery Enablement (DE) team supports internal stakeholders by providing a robust operational backbone across TAS, TES, OCFO, PI, IM, IB and TRS. The team includes Talent Acquisition, Human Resources, Marketing, Data Analytics, Accounting & Finance and Delivery Excellence. As Portage Point continues to scale the DE team is laser focused on scalability, quality and automation.

The Senior Accountant role at Portage Point Partners represents a unique opportunity for a highly capable professional to assume a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment. This role is the second in our finance organization and represents a distinctive opportunity for uninhibited personal and professional development. The Senior Accountant will report directly to the Controller and will own critical accounting processes to maintain a best-in-class accounting function. The Senior Accountant should be prepared to work within a small, collaborate team environment to manage discrete work streams.

Responsibilities

• Maintain and evolve day to day aspects of the accounting and finance function, including invoicing and collections management, managing requisitions and disbursements and administering critical systems and processes
• Manage compensation and 401(k) program systems and disbursements
• Assist Controller with month end closing process, internal / external financial reporting, annual budgeting process, KPI reporting and regulatory reporting requirements
• Support external audit and tax preparation 
• Share and manage best practices as well as lead internal trainings where required
• Support talent acquisition and firm development efforts
• Contribute to creating a high-performing and inclusive culture

Qualifications

• Bachelor’s degree from a top undergraduate program
• Interested in a team-based culture that involves in office four days per week
• Two to three years of experience at a top tier public accounting firm
• Valid CPA status
• Strong desire to be a part of and contribute to the growth of a high performing team dedicated to unfettered individual and firm level achievements
• Experience with SageIntacct, Intapp or DealCloud preferred
• Ability to successfully work in a small, collaborative team environment
• High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers
• Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
• Eagerness to be responsive at all times
• Proven track-record of success in high pressure, time-constrained environments
• Excellent written and verbal communication skills including strong e-mail etiquette
• Top-tier organizational skills and attention to detail
• Self-starter and entrepreneurial spirit