Associate, Transaction Advisory Services

About the role

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.

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
• Successfully worked 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

Pay

$120,000 - $210,000 a year

The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.