Responsibilities
- Lead development and execution of comprehensive solutions to complex financial and operational challenges across the business lifecycle, including value creation, transformation, performance improvement, and bankruptcy preparation
- Build and maintain trusted relationships with C-level executives, stakeholders, and key constituents while managing multiple workstreams, deliverables, and negotiations to ensure engagement success
- Assess organizational effectiveness and identify high-impact opportunities for operational improvement, value preservation, and strategic resource allocation
- Oversee liquidity management and case administration, including cash flow forecasting, bankruptcy reporting, and support for business and restructuring plan development
- Drive the creation of executive-level deliverables — KPI dashboards, performance reports, board presentations, and investor communications — while cultivating a robust referral network of private equity, lending, legal, and industry relationships
- Provide coaching and mentorship to junior team members
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Lead 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
- Seven plus years of professional experience, including at least two years in investment banking, consulting, private equity, or restructuring at a top-tier firm — plus additional time advising, investing, or supporting stakeholders through a traditional or non-traditional path
- Proven leadership in complex transformation, restructuring (in and out of court), and investment banking engagements, guiding both clients and teams across dynamic environments
- Expertise in financial modeling, including three-statement forecasts, thirteen-week cash flows, KPI dashboards, and complex ad hoc analysis
- Strong interpersonal acumen, with a track record of building trust across all levels — from senior executives to frontline stakeholders — and consistently delivering above expectations
- Active engagement across PI, TRS, and OCFO workstreams through analysis, information requests, and clear presentation of strategic opportunities and insights
- 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
- Seven plus years of professional experience, including at least two years in investment banking, consulting, private equity, or restructuring
- Proven leadership in complex transformation and restructuring engagements
- Expertise in financial modeling and cash flow forecasting
- Strong interpersonal acumen and executive presence
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






