Responsibilities
- Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle including formulating and implementing value creation, business transformation and performance improvement plans, contingency planning and bankruptcy preparation / execution
- Lead liquidity management (cash flow forecasting, treasury operations and stakeholder communications), case administration (filing preparation, bankruptcy reporting, claims support and plan support) and supporting formulation of business / restructuring plans
- Identify and re-allocating resources to operational, growth, financial and strategic initiatives with highest risk adjusted return
- Develop detailed financial projections and business plans
- Lead preparation of executive reporting packages including key performance indicators (KPIs), financial performance, budget, board of director presentations and stakeholder presentations
- Structure and incorporate streamlined financial and operational processes to improve efficiencies
- Identify and re-allocate resources to operational, growth, financial and strategic initiatives with highest risk adjusted return
- Present KPIs, financial performance, budget, board of director presentations, stakeholder presentations
- Lead various operational, financial and management meetings as well as key constituent communications / negotiations
- Contribute to the origination and selling of projects including experience pitching to or partnering with senior executives, private equity firms, lenders, lawyers and other related buyers
- Advise clients and makes decisions that demonstrate expertise, synthesizing the core drivers of both the clients’ business, situational analyses and the underlying complexity of the situation to maximize value
- Provide coaching and mentorship to junior team members
- Lead or 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 in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- 10 plus years of experience with seven or more years of investment banking, consulting, restructuring / distressed or private equity at a top-tier firm in addition to two or more years spent operating, investing, advising operational improvements and / or servicing stakeholders or a compelling non-traditional background
- Full mastery of financial modeling including ability to review three statement models, 13-week cash flows, dynamic KPI packages and complex ad hoc analysis
- Ability to successfully work in a small, collaborative team environment
- Personal network and relationships that yield new opportunities and engagements across transformation, restructuring and interim management
- Proven ability to cross-sell complementary service offerings and expand network
- 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
Skills Required
- Bachelor's degree from a top undergraduate program
- 10 plus years of experience in investment banking, consulting, or related fields
- 7 or more years specifically in restructuring or distressed environments
- Full mastery of financial modeling techniques
- Ability to work collaboratively in a team-oriented environment
Portage Point Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Portage Point Partners and has not been reviewed or approved by Portage Point Partners.
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Healthcare Strength — Medical coverage is described as zero-cost, with dental and vision also included, indicating unusually strong employer-paid healthcare. Company profiles additionally reference comprehensive health insurance alongside disability and life coverage.
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Leave & Time Off Breadth — Unlimited PTO is explicitly listed and parental leave is described as generous. Flexible work hours and hybrid options are also noted, expanding time-off and flexibility provisions.
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Retirement Support — A 401(k) with employer contribution is included among core benefits. Retirement benefits are presented as a standard part of the total rewards package.
Portage Point Partners Insights
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








