Senior Associate, Transaction Advisory Services

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
• 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