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Portage Point Partners · 2 days ago

Managing Director, Transaction Advisory Services

Chicago, IL

Full-time

Onsite

Director/Executive

$800K/yr - $1,300K/yr

15+ years exp

Portage Point Partners is a rapidly growing consultancy known for its excellence in Transaction Advisory Services. The Managing Director, TAS will lead efforts in financial diligence and structuring for private equity and corporate clients, overseeing a wide range of responsibilities and driving significant impact.

ConsultingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

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, increased practice line revenue and opportunities for cross selling all services

Collaborate closely with PI, TRS and IB team members

Provide coaching and mentorship to junior team members

Lead or support internal trainings and best practice sharing

Lead talent acquisition and firm-building initiatives

Contribute to a high-performing, inclusive and values-driven culture

Qualification

Financial due diligenceCertified Public AccountantUS GAAP principlesClient managementTableauAlteryxProject managementEngagement leadershipTeam-based cultureCommunication skillsAttention to detail

Required

Bachelor's degree from a top undergraduate program

Located in or willing to relocate to Atlanta, Boston, Chicago, Houston, Los Angeles, Miami, Nashville, New York, Tampa, Palm Beach and / or Phoenix

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

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

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

Preferred

Familiarity with Tableau and Alteryx

Benefits

Comprehensive benefits

Equity participation

Company

Portage Point Partners

Portage Point is an interim management, advisory and investment firm.

Founded in 2016

Chicago, Illinois, USA

51-200 employees

https://portagepointpartners.com

H1B Sponsorship

Portage Point Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)