Director, Transaction Advisory Services // Financial Services

Responsibilities

Partner directly with senior Portage Point leaders and clients to develop comprehensive solutions to complex transactional challenges within the financial institutions sector
Facilitate client discussions and developing relationships through best-in-class execution with bank sponsors, private equity firms and lenders
Leverage industry-specific expertise and applying FIG-appropriate valuation frameworks to assess the operations of a wide array of businesses within the financial services industry
Execute buy-side and sell-side diligence including but not limited to quality of earnings analysis, portfolio/revenue/margin assessment, credit risk evaluation, regulatory compliance review, working capital and net debt consideration analysis
Draft clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations
Review financial services-specific contracts and agreements (e.g., loan and credit agreements, servicing agreements, reinsurance treaties, broker-dealer and custody agreements) to identify deal implications
Review transaction agreements, customer and vendor contracts and other business specific contracts or agreements
Contribute to marketing and FIG business development efforts
Support practice development initiatives
Collaborate closely with performance improvement, restructuring and investment banking colleagues
Provide coaching and mentorship to junior team members
Lead or support internal training and sharing best practices
Lead or 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 Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach 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
Active Certified Public Accountant (CPA) license required
Eight plus years of financial due diligence experience with exposure to financial services or insurance sector transactions, or a combination of audit and financial due diligence experience within a Big Four accounting firm
Deep understanding of US GAAP principles and financial services-specific accounting considerations
Proficiency with specialized financial modeling tools
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