The Role
Lead and execute buy- and sell-side financial diligence, build financial models, assess risks, draft reports, review contracts, manage junior staff, collaborate across deal teams, support business development and firm initiatives in a fast-paced, client-facing environment.
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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
The TAS Senior Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast-paced, entrepreneurial environment. This role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business’s strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.
Responsibilities
- Work directly with senior personnel at Portage Point and our clients to develop comprehensive analysis of complex transactional challenges
- Execute buyside and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis
- Draft clear and compelling reports outlining key takeaways and participating in and leading management meetings
- Review transaction agreements, customer and vendor contracts
- Collaborate closely with performance improvement, restructuring and investment banking colleagues
- Manage junior resources on engagements by reviewing their work and supporting their career development
- Share and manage best practices as well as lead internal trainings where required
- Support business development, talent acquisition and firm development efforts
- Contribute to creating a high-performing and inclusive culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, Nashville, New York 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
- Three plus years of experience with at least two years of financial due diligence experience within a Big 4 accounting firm
- Active Certified Public Accountant (CPA) license required
- Familiarity with Tableau and Alteryx preferred
- Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis
- Ability to successfully work in a small, collaborative team environment
- 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
- Located in or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, Nashville, New York or Philadelphia
- Willing to collaborate in office four days per week and work at client sites as needed
- Minimum three years of professional experience with at least two years of financial due diligence experience at a Big 4 accounting firm
- Active Certified Public Accountant (CPA) license
- Familiarity with Tableau and Alteryx
- Proficiency in financial modeling including three-statement models, dynamic KPI packages and complex ad hoc analysis
- Experience drafting executive-ready reports and presenting findings to clients and management
- Ability to manage and mentor junior resources and lead internal trainings
- Superior written and verbal communication skills and ability to perform in high-pressure, client-facing environments
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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
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