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Portage Point Partners · 12 hours ago

Associate, Transaction Advisory Services

Syracuse-Auburn Area

Full-time

Hybrid

Entry Level

$110K/yr - $210K/yr

1+ years exp

Portage Point Partners is a recognized leader in the Transaction Advisory Services sector, known for its accelerated growth and commitment to excellence. The TAS Associate will engage in financial and business due diligence across M&A transactions, collaborating with senior personnel to deliver comprehensive solutions and evaluate potential deal issues.

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

Execute buy 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

Draft clear and compelling reports outlining key takeaways and participating in management meetings

Review transaction agreements, customer and vendor contracts

Collaborate closely with performance improvement, restructuring and investment banking colleagues

Support internal trainings and best practice sharing

Support talent acquisition and firm-building initiatives

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

Qualification

Financial due diligenceCertified Public Accountant (CPA)Financial modelingTableauAlteryxClient-facing experienceTeam collaborationWritten communicationVerbal communicationAttention to detail

Required

Bachelor's degree from a top undergraduate program

Located in or willing to relocate to Chicago, Dallas, Los Angeles, 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

At least one year of financial due diligence and / or two years of audit experience within a Big Four accounting firm

Active Certified Public Accountant (CPA) license required

Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis

Ability to successfully work in a small, collaborative team environment

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

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)