Senior Associate, Transaction Advisory Services
At Portage Point Partners (Portage Point), you are shaping strategy, influencing outcomes, and being rewarded for driving impact. Backed by leading investors, Portage Point is recognized for accelerated growth and is consistently featured in rankings from The Financial Times and Consulting Magazine. Our cross-functional platform spans the full business lifecycle, offering 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).
About the role
The TAS Senior 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.
Responsibilities
- Work directly with senior personnel at Portage Point and our clients to develop comprehensive analysis of complex transactional challenges
- Execute buy-side and sell-side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis, and net debt consideration analysis
- Draft clear and compelling reports outlining key takeaways and participate in and lead management meetings
- Review transaction agreements, customer, and vendor contracts
- Collaborate closely with performance improvement, restructuring, and investment banking colleagues
- Manage junior resources on engagements by reviewing their work and supporting their career development
- Share and manage best practices as well as lead internal trainings where required
- Support business development, talent acquisition, and firm development efforts
- Contribute to creating a high-performing and inclusive culture
Requirements
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, 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
- Three plus years of experience with at least two years of financial due diligence experience within a Big 4 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
Pay
$175,000 - $250,000 a year. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience, and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation.