Associate, Transaction Advisory Services

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