Director, Transaction Advisory Services // Financial Due Diligence (India Team)
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
Responsibilities
- Working directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges
- Leading engagements developing relationships through best-in-class execution
- Formulating, overseeing and leading multiple engagements
- Teaching, guiding and coaching junior team members
- Executing buy-side and sell-side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, cash flow analysis, potential liabilities and risk analysis
- Drafting clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations
- Creating and manipulating financial models
- Reviewing transaction agreements, customer and vendor contracts
- Making significant contributions to marketing and business development efforts
- Curating a personal network that will result in a consistent book of business and increased practice line revenues
- Identifying and capitalizing on opportunities for cross selling and wallet expansion
- Formulating and leading practice development initiatives
- Collaborating closely with performance improvement, restructuring and investment banking colleagues
Qualifications
- 10+ years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm
- Deep understanding of US GAAP principles
- Familiarity with Tableau and Alteryx preferred
- Willing to relocate to or be primarily present in Gurgaon
- Exceptional engagement leadership and client management skills including extensive experience in project management including planning, organizing, coordinating, and managing team members and clients
- 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
- Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis
- Effectively communicates analysis through Microsoft Word 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
Preferred Attributes
- Sector‑agnostic experience across SaaS, healthcare, consumer, industrials or financial services
- Entrepreneurial mindset and ability to operate in a scaling environment
- Ability to drive insights beyond the numbers
Education
- CA, CPA, CFA, MBA (Finance) or equivalent professional qualification
Why join Portage Point?
- Work directly with senior US deal teams on high-impact transactions
- Join a fast-growing advisory firm with a strong reputation in turnaround and private equity advisory
- Be part of building a high-performance India hub
- Competitive compensation and leadership opportunities
Skills Required
- 10+ years of financial due diligence experience or combination of audit and financial due diligence within a Big 4 firm
- Deep understanding of US GAAP principles
- Familiarity with Tableau and Alteryx
- Willing to relocate to or be primarily present in Gurgaon
- Exceptional engagement leadership and client management skills, including project management experience
- Ability to work effectively in a small, collaborative team environment
- High degree of maturity and ability to interact with senior executives, PE firms, lenders, lawyers, managers and line workers
- Proficiency in financial modeling, including three-statement models, dynamic KPI packages and complex ad hoc analysis
- Effectively communicates analysis through Microsoft Word and PowerPoint with high-quality messaging and formatting
- Eagerness to be responsive at all times
- Proven track-record of success in high pressure, time-constrained environments
- Sector-agnostic experience across SaaS, healthcare, consumer, industrials or financial services
- Entrepreneurial mindset and ability to operate in a scaling environment
- Ability to drive insights beyond the numbers
- CA, CPA, CFA, MBA (Finance) or equivalent professional qualification
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
