Teams at Portage Point Partners

The Director leads financial advisory services, manages client engagements for transaction accounting, and drives operational efficiency through technology improvements. He/she develops client relationships and supports teams while providing strategic accounting guidance and fostering business development.

The Director will define and execute the firm's data platform strategy, oversee a team, manage data architecture, and ensure data governance for AI products.

Lead transaction-related tax reporting, readiness, and post-close integration engagements for private equity, lenders, and corporates. Advise on ASC 740, carve-outs, audit readiness, IPO and sell-side readiness, tax operating model design, and tax function assessments. Manage workstreams, mentor staff, produce client-ready deliverables, and drive business development and firm-building initiatives.