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Portage Point Partners · 2 months ago

Senior Director, Transaction Advisory Services // Healthcare & Life Sciences

Tampa

Full-time

Hybrid

Director/Executive

$450K/yr - $700K/yr

12+ years exp

Portage Point Partners is a rapidly growing consultancy recognized for its excellence in delivering best-in-class outcomes. The Senior Director, TAS Healthcare & Life Sciences will lead transaction diligence and structuring for private equity, lenders, and corporate clients, driving value through comprehensive financial and operational analyses in the healthcare sector.

ConsultingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

Partner directly with senior Portage Point leaders and clients to develop comprehensive transaction solutions across the healthcare and life sciences continuum, including providers, payers, pharma, medtech and digital health

Lead multiple engagements and cultivate lasting client relationships through sector-focused, insight-driven execution

Execute buy-side and sell-side financial due diligence with a focus on healthcare-specific dynamics, such as revenue cycle, reimbursement models, physician alignment, regulatory and compliance considerations and payer mix

Perform quality of earnings, working capital, net debt and cash flow analyses tailored to the unique drivers and risks of healthcare transactions

Review healthcare-specific contracts and agreements (e.g., MSAs, payer / provider contracts, joint ventures, management service agreements) to identify deal implications

Draft clear and compelling diligence reports highlighting key findings, including normalized earnings, regulatory risks, operational benchmarks and post-close integration considerations

Collaborate cross-functionally with PI, TRS and IB teams to deliver integrated solutions that address clinical, operational and financial challenges unique to healthcare organizations

Contribute to business development and market positioning efforts, helping shape and execute a growth strategy for the Healthcare & Life Sciences solution line

Build and curate a personal and institutional network of healthcare-focused private equity investors, strategic buyers and executives to drive recurring engagements and revenue growth

Provide coaching and mentorship to junior team members, promoting healthcare sector acumen and transaction advisory best practices

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 diligenceTransaction advisoryHealthcare transactionsCertified Public AccountantFinancial modelingData visualizationUS GAAP principlesBusiness developmentCommunication skillsTeam leadershipAttention to detail

Required

Bachelor's degree from a top undergraduate program

Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach 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

12+ years of financial due diligence and transaction advisory experience, with a significant focus on healthcare and life sciences transactions (providers, payers, pharma, biotech, medtech or healthcare IT)

Prior experience within a Big 4 or top-tier advisory firm leading healthcare-focused diligence engagements

Certified Public Accountant (CPA) required; CFA or healthcare-related certifications (e.g., HFMA CHFP) a plus

Deep understanding of US GAAP principles and healthcare-specific accounting considerations, including revenue recognition under ASC 606, value-based care arrangements and third-party payor dynamics

Strong financial modeling and data visualization skills; familiarity with Tableau, Alteryx, and healthcare data sources (CMS, HCRIS, etc.) preferred

Proven ability to lead teams in high-pressure, client-facing environments and drive solution development for complex, regulated markets

Demonstrated success in business development with healthcare-focused private equity and strategic acquirers

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

CFA or healthcare-related certifications (e.g., HFMA CHFP)

Familiarity with Tableau, Alteryx, and healthcare data sources (CMS, HCRIS, etc.)

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)