Portage Point Partners

Operationally focused advisory and interim management

Cross-Functional Associate

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-time$250k - $325k /yrHybrid

About the Job

Requirements

A bachelor's degree from a top undergraduate program is required.
The candidate must be located in or willing to relocate to Chicago, Dallas, Los Angeles, or New York.
The candidate must be willing to collaborate in the office four days per week and work at client sites as needed.
At least one and a half years of experience in investment banking, consulting, private equity, or formal financial modeling at a top-tier firm is required.
The candidate must be able to build three-statement models, TWCFs, dynamic KPI dashboards, and complex ad hoc analyses, or have the aptitude to ramp up quickly.
The role requires executive-ready written and verbal communication, presentation, and reporting skills.
The candidate must be able to thrive in lean, fast-moving teams, demonstrate high attention to detail and responsiveness, and take ownership.
A track record of success in high-pressure, client-facing environments is required.

Responsibilities

Partner with senior team members and clients on complex financial and operational challenges, including due diligence, value creation and preservation, transformation efforts, bankruptcy preparation, and investment banking processes such as mergers and acquisitions, restructuring, and capital raising.
Analyze financial statements and key operational data, and build three-statement forecasts, thirteen-week cash flow forecasts, discounted cash flow models, leveraged buyout models, accretion/dilution analyses, and value creation scenarios.
Contribute to restructuring and transformation workstreams, including debtor-in-possession sizing, petition preparation, vendor analysis, schedules of assets and liabilities, statements of financial affairs, monthly operating reports, key performance indicator tracking, incentive plans, liquidation and headcount analysis, general ledger review, footprint rationalization, sales and operations planning, organizational design, and go-to-market strategy.
Create teasers, confidential information memoranda, key performance indicators, financial updates, and board-ready reporting for executives, investors, and creditors.
Develop operational forecasts and budgets for active and potential investments, and participate in operational, financial, and management meetings to share analysis and findings.
Support internal training 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.

Salary Range: 250000 to 325000 (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 Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.

The Associate, XFn role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Associate role is foundational to our ability to deliver integrated strategy, financial, and operational solutions across key practice areas. The Associate, XFn will report directly to senior leaders and collaborate with team members and clients to address complex challenges, including due diligence, value creation and preservation, business transformation, bankruptcy preparation, and M&A processes. You 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 with senior team members and clients to tackle complex financial and operational challenges, including due diligence, value creation and preservation, transformation efforts, bankruptcy preparation and investment banking processes (M&A, restructuring, capital raising)
Analyze financial statements and key operational data; build models such as three-statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution and value creation scenarios
Contribute to restructuring and transformation workstreams including DIP sizing, petition prep, vendor analysis, SOALs, SOFAs, MORs, KPI tracking, incentive plans, liquidation and headcount analysis, GL review, footprint rationalization, S&OP, org design and go-to-market strategy
Create high-impact deliverables including teasers, CIMs, KPIs, financial updates and board-ready reporting for executives, investors and creditors
Develop operational forecasts and budgets for active and potential investments and participate in operational, financial and management meetings to share analysis and findings
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 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
Minimum one and a half years of experience in investment banking, consulting, private equity or formal financial modeling at a top-tier firm
Proven ability to build three-statement models, TWCFs, dynamic KPI dashboards and complex ad hoc analyses — or the aptitude to ramp quickly
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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