Managing Director, Transaction Advisory Services

July 26

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Portage Point Partners

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Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance$1. .$1

Performance Improvement • Turnaround & Restructuring • Interim Management • Board Services • Transformation

11 - 50

Description

• Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges • Lead multiple engagements and develop relationships through best-in-class execution • Execute buy-side 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, 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 • Review transaction agreements, customer and vendor contracts • Make significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practice's capabilities • Curate a personal network that will result in a consistent book of business and increased practice line revenue • Collaborate closely with performance improvement, turnaround & restructuring and investment banking colleagues • Identify and capitalize on opportunities for cross selling of other services offered by the firm • Formulate and lead practice development initiatives • Provide professional development coaching to junior team members • Share and manage best practices as well as lead internal trainings where required • Lead talent acquisition and firm development efforts • Contribute to creating a high-performing and inclusive culture

Requirements

• Bachelor’s degree from a top undergraduate program • Located or willing to relocate to New York • Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed • 15 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm • Certified Public Accountant • Deep understanding of US GAAP principles • Familiarity with Tableau and Alteryx preferred • Exceptional engagement leadership and client management skills including extensive experience in project management • Experience pitching and partnering with private equity firms, corporate and other related buyers • Readiness to have a direct impact on revenue growth • Ability to successfully work in a small, collaborative team environment • High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers • Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting • Eagerness to be responsive at all times • Proven track-record of success in high pressure, time-constrained environments • Excellent written and verbal communication skills including strong e-mail etiquette • Top-tier organizational skills and attention to detail • Self-starter and entrepreneurial spirit