Portage Point Partners

Operationally focused advisory and interim management

Associate – Transaction Advisory Services

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-time$120k - $210k /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 Chicago, Dallas, Los Angeles, Nashville, New York, or Philadelphia.
Candidates must be willing to collaborate in the office four days per week and work at client sites as needed.
At least one year of financial due diligence and/or two years of audit experience within a Big Four accounting firm is required.
An active Certified Public Accountant license is required.
Proficiency in financial modeling, including preparing three-statement models, dynamic key performance indicator packages, and complex ad hoc analysis, is required.
The role requires the ability to work in a small, collaborative team environment.
The role requires written and verbal communication skills, including executive-ready presentation and reporting skills.
Candidates must have a track record of success in high-pressure, client-facing environments.

Responsibilities

Work directly with senior personnel at Portage Point and clients to develop comprehensive solutions to complex transactional challenges.
Execute buy-side and sell-side diligence, including analysis of historical and projected financial and operating trends, quality of earnings, working capital, and net debt considerations.
Draft clear reports outlining key takeaways and participate in management meetings.
Review transaction agreements and customer and vendor contracts.
Collaborate closely with performance improvement, restructuring, and investment banking colleagues.
Support internal trainings and best-practice sharing.
Support talent acquisition and firm-building initiatives.
Contribute to a high-performing, inclusive, and values-driven culture.

Desired Qualifications

Familiarity with Tableau and Alteryx is preferred.
The role favors candidates who can thrive in lean, fast-moving teams.
High attention to detail, responsiveness, and an ownership mindset are desired.

Salary Range: 120000 to 210000 (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 TAS 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 solutions to complex transactional challenges
Execute buy and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis
Draft clear and compelling reports outlining key takeaways and participating in management meetings
Review transaction agreements, customer and vendor contracts
Collaborate closely with performance improvement, restructuring and investment banking colleagues
Support internal trainings and best practice sharing
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 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
At least one year of financial due diligence and / or two years of audit experience within a Big Four 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

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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