Vice President, Transaction Advisory Services
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.
Responsibilities
- 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
Qualifications
- 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
As published by lever
Which location are you applying for?, Resume/CV, Full name, Pronouns, Email, Phone, Current location, Current company, LinkedIn URL
- Do you have bachelor’s degree or higher? choose one
- Are you located in or willing to relocate to one of our core markets – Atlanta, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia? choose one
- In which location(s) are you looking to be based? (Select all that apply) yes / no · optional
- Are you committed to a high-performance, team-based culture that collaborates in-office four days per week? choose one
- Are you comfortable with a fast-paced, client-first environment that may require responsiveness during evenings or weekends? choose one
- What teams, business units or functions have you supported in your current and past roles? written answer
- What is driving your interest in a new opportunity, and how do you see this role contributing to your growth over the next one to five years? written answer
- What is your availability and transition timeline (e.g., non-competes, garden leave, planned time off)? written answer
- Have you reviewed the compensation range for the role and does it meet your compensation expectations? choose one · optional
- Were you referred to Portage Point by a current team member? choose one · optional
- If yes, who are your referrer(s)? optional
- Are you currently eligible to work in the United States of America? choose one · optional
- Do you now or in the future require visa sponsorship to continue working in the United States? choose one · optional
- What year did you receive your undergraduate degree? choose one · optional
- What university did you attend? choose one · optional
- What was your GPA? written answer
- Please provide your ACT or SAT score(s) in the following format: ‘Test – Score’ (e.g., ACT – 31). written answer
- Do you hold an active CPA license? choose one · optional
- What active FINRA licenses do you possess? (Select all that apply) yes / no · optional
- What is the current status of your FINRA license(s)? yes / no · optional