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 Vice President (VP), TAS role at Portage Point represents a unique opportunity to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. This VP will manage and support project execution for clients across buy-side and sell-side transactions including financial and business due diligence, accounting and financial reporting and tax. The VP, TAS will report directly into the TAS Practice Line Leader and work within a collaborative team environment to assess target strengths and weaknesses, identify key risks and potential deal breakers and ultimately evaluate the potential transactions alignment clients’ investment strategy. 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.
Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges
Facilitate client discussions and meetings and developing relationships through best-in-class execution
Formulate, oversee and review workstreams
Execute buy and sell side diligence including but not limited to historical and project financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, cash flow analysis, potential liabilities and risk analysis
Draft clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations
Create and manipulate financial models
Review transaction agreements, customer and vendor contracts
Collaborate closely with performance improvement, restructuring and investment banking colleagues
Provide coaching and mentorship to junior team members
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
Bachelor’s degree from a top undergraduate program
Located 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
Certified Public Accountant required
Six plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm
Deep understanding of US GAAP principles
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
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
Nice
StageRemote