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Office of the CFO

Our cross-functional, integrated Office of the CFO (OCFO) team leverages backgrounds in accounting, finance, operations, investment banking, investing and consulting to provide holistic finance and accounting perspectives that are unrivaled in the middle market. The Portage Point integrated go-to-market operating model is core to delivering superior strategic finance solutions and operational / technical accounting support.

 

Our OCFO team draws on experience from hundreds of engagements spanning the business and investment lifecycle for middle market companies undergoing significant growth, business model transition, end to end transformation, underperformance and distress. This go-to-market heritage facilitates situational command and speed to impact as Portage Point drives tactical and strategic reporting, treasury and liquidity management, forecasting and planning, working capital enhancement and cost optimization.

Expertise Office of the CFO
Successful Engagements
Client Logo Alert 360 logo
Client Logo Ascent logo
Client Logo Big Village logo
Client Logo Bouchard logo
Client Logo Carlson Worldwide Travel Logo
Client Logo Civix logo
Client Logo Color Communications logo
Client Logo Complete Nutrition logo
Client Logo Dura Automotive logo
Client Logo Eaglestone Holdings logo
Client Logo Energold logo
Client Logo Etails logo
Client Logo Eyecare Services Partners logo
Client Logo Flores Logo
Client Logo GCR logo
Client Logo Guy O'Neill logoYandy logoYandy logo
Client Logo Innovative Labs logo
Client Logo Inspirion Delivery Sciences logo
Client Logo Jansy Packaging logo
Client Logo Kaizen Automotive Group logo
Client Logo Marana Aerospace Solutions logo
Client Logo MusclePharm logo
Client Logo Myron Corporation logo
Client Logo Naylor logo
Client Logo Nebula Research logo
Client Logo NextEdge Data Analytics logo
Client Logo NVT Group logo
Client Logo OnePacs logo
Client Logo Plastiq logo
Client Logo Rimkus logo
Client Logo Step 2 logo
Client Logo TOMS logo
Client Logo UnitedService Companies logo
Client Logo Vander-Bend logo
Client Logo Alert 360 logo
Client Logo Ascent logo
Client Logo Big Village logo
Client Logo Bouchard logo
Client Logo Carlson Worldwide Travel Logo
Client Logo Civix logo
Client Logo Color Communications logo
Client Logo Complete Nutrition logo
Client Logo Dura Automotive logo
Client Logo Eaglestone Holdings logo
Client Logo Energold logo
Client Logo Etails logo
Client Logo Eyecare Services Partners logo
Client Logo Flores Logo
Client Logo GCR logo
Client Logo Guy O'Neill logoYandy logoYandy logo
Client Logo Innovative Labs logo
Client Logo Inspirion Delivery Sciences logo
Client Logo Jansy Packaging logo
Client Logo Kaizen Automotive Group logo
Client Logo Marana Aerospace Solutions logo
Client Logo MusclePharm logo
Client Logo Myron Corporation logo
Client Logo Naylor logo
Client Logo Nebula Research logo
Client Logo NextEdge Data Analytics logo
Client Logo NVT Group logo
Client Logo OnePacs logo
Client Logo Plastiq logo
Client Logo Rimkus logo
Client Logo Step 2 logo
Client Logo TOMS logo
Client Logo UnitedService Companies logo
Client Logo Vander-Bend logo
Client Logo Alert 360 logo
Client Logo Ascent logo
Client Logo Big Village logo
Client Logo Bouchard logo
Client Logo Carlson Worldwide Travel Logo
Client Logo Civix logo
Client Logo Color Communications logo
Client Logo Complete Nutrition logo
Client Logo Dura Automotive logo
Client Logo Eaglestone Holdings logo
Client Logo Energold logo
Client Logo Etails logo
Client Logo Eyecare Services Partners logo
Client Logo Flores Logo
Client Logo GCR logo
Client Logo Guy O'Neill logoYandy logoYandy logo
Client Logo Innovative Labs logo
Client Logo Inspirion Delivery Sciences logo
Client Logo Jansy Packaging logo
Client Logo Kaizen Automotive Group logo
Client Logo Marana Aerospace Solutions logo
Client Logo MusclePharm logo
Client Logo Myron Corporation logo
Client Logo Naylor logo
Client Logo Nebula Research logo
Client Logo NextEdge Data Analytics logo
Client Logo NVT Group logo
Client Logo OnePacs logo
Client Logo Plastiq logo
Client Logo Rimkus logo
Client Logo Step 2 logo
Client Logo TOMS logo
Client Logo UnitedService Companies logo
Client Logo Vander-Bend logo
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Accounting & Financial Reporting

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Treasury & Cash Flow Management

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Financial Planning & Analysis Support

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Management & Stakeholder Reporting

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KPI / BI Development & Reporting

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Value Creation Analytics

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Embedded Data Analytics

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Cost Optimization

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Cash Conversion Enhancement

Matthew Ray
Founder & Managing Partner
Matthew Ray; Founder & Managing Partner
Jeff Gasbarra
Managing Director
Jeff Gasbarra; Managing Director
Mark Berger
Managing Director
Mark Berger; Managing Director
Robin Chiu
Managing Director
Robin Chiu; Managing Director
Arun Lamba
Managing Director, Head of Performance Improvement
Arun Lamba; Managing Director, Head of Performance Improvement
Sandy Ryan
Managing Director
Sandy Ryan; Managing Director
Chris Nelms
Managing Director
Chris Nelms; Managing Director
Alyssa Lozynski
Senior Director
Alyssa Lozynski; Senior Director
Ryan Mersch
Senior Director
Ryan Mersch; Senior Director
Zach Rose
Senior Director
Zach Rose; Senior Director
Steven Shenker
Senior Director
Steven Shenker; Senior Director
Scott Canna
Director
Scott Canna; Director
Tom Cole
Director
Tom Cole; Director
Kevin Roman
Senior Director
Kevin Roman; Senior Director
Dylan Botha
Director
Dylan Botha; Director
Rob Wedinger
Senior Director
Rob Wedinger; Senior Director
Namrata Vyas
Senior Director
Namrata Vyas; Senior Director
Dean Gordon
Director
Dean Gordon; Director
Mark Dowdall
Senior Vice President
Mark Dowdall; Senior Vice President
Conor Kinasz
Senior Vice President
Conor Kinasz; Senior Vice President
Greg de Speville
Senior Vice President
Greg de Speville; Senior Vice President
Chris Zakhem
Senior Vice President
Chris Zakhem; Senior Vice President
Cosmo Giancaspro
Vice President
Cosmo Giancaspro; Vice President
Jason Seigel
Vice President
Jason Seigel; Vice President
Ryan Williams
Vice President
Ryan Williams; Vice President
Chad Bacon
Vice President
Chad Bacon; Vice President
Tom Palmer
Senior Vice President
Tom Palmer; Senior Vice President
Logan Hays
Vice President
Logan Hays; Vice President
Michael Steckel
Senior Vice President
Michael Steckel; Senior Vice President
Zach Fritz
Vice President
Zach Fritz; Vice President
Chaz Chism
Vice President
Chaz Chism; Vice President
Michael Mai
Vice President
Michael Mai; Vice President
Ahad Khan
Vice President
Ahad Khan; Vice President
Matthew Ray
Founder & Managing Partner
Matthew Ray; Founder & Managing Partner
Jeff Gasbarra
Managing Director
Jeff Gasbarra; Managing Director
Mark Berger
Managing Director
Mark Berger; Managing Director
Robin Chiu
Managing Director
Robin Chiu; Managing Director
Arun Lamba
Managing Director, Head of Performance Improvement
Arun Lamba; Managing Director, Head of Performance Improvement
Sandy Ryan
Managing Director
Sandy Ryan; Managing Director
Chris Nelms
Managing Director
Chris Nelms; Managing Director
Alyssa Lozynski
Senior Director
Alyssa Lozynski; Senior Director
Ryan Mersch
Senior Director
Ryan Mersch; Senior Director
Zach Rose
Senior Director
Zach Rose; Senior Director
Steven Shenker
Senior Director
Steven Shenker; Senior Director
Scott Canna
Director
Scott Canna; Director
Tom Cole
Director
Tom Cole; Director
Kevin Roman
Senior Director
Kevin Roman; Senior Director
Dylan Botha
Director
Dylan Botha; Director
Rob Wedinger
Senior Director
Rob Wedinger; Senior Director
Namrata Vyas
Senior Director
Namrata Vyas; Senior Director
Dean Gordon
Director
Dean Gordon; Director
Mark Dowdall
Senior Vice President
Mark Dowdall; Senior Vice President
Conor Kinasz
Senior Vice President
Conor Kinasz; Senior Vice President
Greg de Speville
Senior Vice President
Greg de Speville; Senior Vice President
Chris Zakhem
Senior Vice President
Chris Zakhem; Senior Vice President
Cosmo Giancaspro
Vice President
Cosmo Giancaspro; Vice President
Jason Seigel
Vice President
Jason Seigel; Vice President
Ryan Williams
Vice President
Ryan Williams; Vice President
Chad Bacon
Vice President
Chad Bacon; Vice President
Tom Palmer
Senior Vice President
Tom Palmer; Senior Vice President
Logan Hays
Vice President
Logan Hays; Vice President
Michael Steckel
Senior Vice President
Michael Steckel; Senior Vice President
Zach Fritz
Vice President
Zach Fritz; Vice President
Chaz Chism
Vice President
Chaz Chism; Vice President
Michael Mai
Vice President
Michael Mai; Vice President
Ahad Khan
Vice President
Ahad Khan; Vice President

The Experts

Our professionals leverage highly pedigreed backgrounds, diverse skillsets, impressive track records and the ability to draw from a deep pool of Portage Point capabilities to tailor custom solutions for unique situations.

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