Associate role providing financial advisory services across the investment lifecycle in a consultancy firm. Responsibilities include supporting financial operations modernization and client collaboration on complex challenges.
Responsibilities
Support key initiatives, execute discrete workstreams and collaborate closely with senior leaders
Provide operational, technical, and transaction accounting advisory across the entire business and investment lifecycle
Help clients modernize financial operations through data-driven insights, innovative technology and scalable processes
Support clients facing complex financial, transactional and operational challenges through engagements that enhance efficiency, accuracy and decision-making
Requirements
Bachelor’s degree in finance, accounting, business administration or a related field; advanced degree or professional certification (CPA or CA) preferred
Willing to relocate to or be primarily present in Gurgaon
10 plus years of progressive experience in financial consulting, advisory services or audit
Experience in the role of controllership, finance and accounting advisory services
Complete proficiency in financial modeling and financial statements analysis as well as accounting treatments
Proficiency in financial technologies and tools (e.g., NetSuite, Sage Intacct, Microsoft Dynamics, Blackline, Floqast, etc.)
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
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
Lead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay (PTP), order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence and technical accounting matters
Provide strategic and technical compliance guidance with ASC 606, ASC 842, ASC 805 and other complex accounting standards
Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice
Provide recommendations to clients on ways to leverage Enterprise Resource Platform (ERP) and close process and consolidation tools to more effectively and rapidly track business performance and improve controls
Develop and deploy scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions
Leverage financial expertise and project management skills, including a deep understanding of GAAP accounting principles and S-X regulatory compliance to support clients in navigating diverse financial accounting and reporting considerations related to transactions
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.
Begin to originate revenue through cultivation of network and leadership in the Portage Point coverage model
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
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