The Role
The Associate will partner with senior leaders to tackle financial and operational challenges, perform financial analysis, and support business development.
Summary Generated by Built In
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.
The Associate, XFn role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Associate role is foundational to our ability to deliver integrated strategy, financial, and operational solutions across key practice areas. The Associate, XFn will report directly to senior leaders and collaborate with team members and clients to address complex challenges, including due diligence, value creation and preservation, business transformation, bankruptcy preparation, and M&A processes. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Partner with senior team members and clients to tackle complex financial and operational challenges, including due diligence, value creation and preservation, transformation efforts, bankruptcy preparation, and investment banking processes (M&A, restructuring, capital raising)
- Analyze financial statements and key operational data; build models such as three-statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution, and value creation scenarios
- Contribute to restructuring and transformation workstreams including DIP sizing, petition prep, vendor analysis, SOALs, SOFAs, MORs, KPI tracking, incentive plans, liquidation and headcount analysis, GL review, footprint rationalization, S&OP, org design, and go-to-market strategy
- Create high-impact deliverables including teasers, CIMs, KPIs, financial updates, and board-ready reporting for executives, investors, and creditors
- Develop operational forecasts and budgets for active and potential investments and participate in operational, financial and management meetings to share analysis and findings
- Support internal trainings and best practice sharing
- Support business development and client relationship efforts
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located or willing to relocate to Chicago, Dallas, Los Angeles or New York
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- Minimum one and a half years of experience in investment banking, consulting, private equity, or formal financial modeling at a top-tier firm
- Proven ability to build three-statement models, TWCFs, dynamic KPI dashboards, and complex ad hoc analyses — or the aptitude to ramp quickly
- 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
Top Skills
Dcf
Excel
Financial Modeling
Kpi Dashboards
Lbo
Three-Statement Forecasts
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The Company
What We Do
Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex challenges ranging from performance improvement to accelerated transformation to complex financial restructuring
