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Portage Point Partners · 1 day ago

Senior Associate, Cross-Functional

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$250K/yr - $375K/yr

4+ years exp

Portage Point Partners is a rapidly growing consultancy recognized for its excellence and ability to attract top talent. The XFn Senior Associate role involves collaborating with senior leaders and clients to address financial and operational challenges, while contributing to high-impact strategic solutions across various practice lines.

ConsultingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

Collaborate with senior leaders and clients to solve financial and operational challenges across due diligence, value creation and preservation, transformation, bankruptcy readiness, and IB processes (M&A, restructuring, capital raising)

Analyze financial statements and operational metrics, including P&L, balance sheets, cash flows, debt schedules, and related KPIs

Build advanced financial models such as three-statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution, and value creation frameworks with precision and strategic alignment

Contribute to specialized workstreams such as DIP sizing, first day motions, vendor analysis, SOALs/SOFAs, MORs, KPI development, incentive plan design, liquidation and headcount analytics, general ledger review, footprint optimization, S&OP, org design, go-to-market strategy, and business process transformation

Create impactful presentations and reporting packages — teasers, CIMs, KPI dashboards, financial performance updates — for boards, executives, investors, and creditors

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

Qualification

Financial modelingInvestment banking experienceData analysisPresentation skillsTeam collaborationAttention to detailCommunication skillsMentorship

Required

Bachelor's degree from a top undergraduate program

Located or willing to relocate to Chicago, Dallas, Los Angeles or New York

Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed

A minimum of four years of experience in investment banking or private equity

Formal financial modeling training from a top-tier institution or firm

Demonstrated ability to build three-statement models, thirteen-week cash flows, dynamic KPI dashboards, and complex ad hoc analyses — or the aptitude to develop mastery quickly

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

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)