Senior Associate, Transaction Advisory Services

About the role

Portage Point Partners (Portage Point) is a recognized leader in accelerated growth, backed by . Our cross-functional platform spans the full business lifecycle and offers 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).

Responsibilities

• Work directly with senior personnel at Portage Point and our clients to develop comprehensive analysis of complex transactional challenges.
• Execute buyside 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 participating in and leading 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.

Qualifications

• 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.
• 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

$175,000 - $250,000 a year. In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. 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, which are not reflected in the pay range above.