Portage Point Partners

Operationally focused advisory and interim management

Director Transaction Advisory Services Financial Services

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-time$550k - $800k /yr

About the Job

Requirements

A bachelor's degree from a top undergraduate program is required.
Candidates must be located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach, or Philadelphia.
Candidates must be willing to collaborate in the office four days per week and work at client sites as needed.
An active Certified Public Accountant license is required.
At least eight years of financial due diligence experience with exposure to financial services or insurance sector transactions, or a combination of audit and financial due diligence experience within a Big Four accounting firm, is required.
A deep understanding of United States Generally Accepted Accounting Principles and financial-services-specific accounting considerations is required.
Proficiency with specialized financial modeling tools is required.
Superior written and verbal communication skills, including executive-ready presentation and reporting skills, are required.
The ability to thrive in lean, fast-moving teams is required.
High attention to detail, responsiveness, and an ownership mindset are required.
A track record of success in high-pressure, client-facing environments is required.

Responsibilities

Partner directly with senior Portage Point leaders and clients to develop comprehensive solutions to complex transactional challenges within the financial institutions sector.
Facilitate client discussions and develop relationships through best-in-class execution with bank sponsors, private equity firms, and lenders.
Leverage industry-specific expertise and apply financial institutions group-appropriate valuation frameworks to assess businesses across the financial-services industry.
Execute buy-side and sell-side diligence, including quality-of-earnings analysis, portfolio, revenue, and margin assessment, credit-risk evaluation, regulatory-compliance review, and working-capital and net-debt consideration analysis.
Draft reports outlining key takeaways, including normalized earnings, budget achievability, indebtedness, and post-transaction considerations.
Review financial-services-specific contracts and agreements, including loan and credit agreements, servicing agreements, reinsurance treaties, broker-dealer agreements, and custody agreements, to identify deal implications.
Review transaction agreements, customer and vendor contracts, and other business-specific contracts and agreements.
Contribute to marketing and financial institutions group business-development efforts.
Support practice-development initiatives.
Collaborate with performance improvement, restructuring, and investment banking colleagues.
Provide coaching and mentorship to junior team members.
Lead or support internal training and sharing best practices.
Lead or support talent-acquisition and firm-building initiatives.
Contribute to a high-performing, inclusive, and values-driven culture.

Salary Range: 550000 to 800000 (Currency: USD) (Pay period: per-year-salary)

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 Director, Financial Services role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director is the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence, with the ability to specialize within certain FIG subsectors as desired/per specific expertise. The Director will report directly to the TAS Practice Line Leaderand manage quality of earnings, advise sponsors on valuation and risk matters and support financial services business development. This person 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 directly with senior Portage Point leaders and clients to develop comprehensive solutions to complex transactional challenges within the financial institutions sector
Facilitate client discussions and developing relationships through best-in-class execution with bank sponsors, private equity firms and lenders
Leverage industry-specific expertise and applying FIG-appropriate valuation frameworks to assess the operations of a wide array of businesses within the financial services industry
Execute buy-side and sell-side diligence including but not limited to quality of earnings analysis, portfolio/revenue/margin assessment, credit risk evaluation, regulatory compliance review, working capital and net debt consideration analysis
Draft clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations
Review financial services-specific contracts and agreements (e.g., loan and credit agreements, servicing agreements, reinsurance treaties, broker-dealer and custody agreements) to identify deal implications
Review transaction agreements, customer and vendor contracts and other business specific contracts or agreements
Contribute to marketing and FIG business development efforts
Support practice development initiatives
Collaborate closely with performance improvement, restructuring and investment banking colleagues
Provide coaching and mentorship to junior team members
Lead or support internal training and sharing best practices
Lead or 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
Active Certified Public Accountant (CPA) license required
Eight plus years of financial due diligence experience with exposure to financial services or insurance sector transactions, or a combination of audit and financial due diligence experience within a Big Four accounting firm
Deep understanding of US GAAP principles and financial services-specific accounting considerations
Proficiency with specialized financial modeling tools
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

About the Company

Portage Point Partners

Operationally focused advisory and interim management

Portage Point Partners provides business advisory and interim management to help companies navigate complexity, transitions, and underperformance. Its team of operators and advisers diagnoses issues, develops practical plans, and leads execution during critical periods across finance, operations, and strategy. They differentiate themselves through hands-on operational execution and real-world leadership, covering performance improvement, transformation, and restructuring while aligning stakeholder interests. The goal is to restore performance and maximize value for owners, creditors, employees, and other stakeholders.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Chicago, IL
Founded: 2016

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