Portage Point Partners · 11 hours ago

Associate, Transaction Advisory Services

United States

Full-time

Remote

Entry Level

$110K/yr - $210K/yr

1+ years exp

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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

Share and manage best practices as well as lead internal trainings where required

Support business development, talent acquisition and firm development efforts

Contribute to creating a high-performing and inclusive culture

Qualification

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Financial due diligenceCertified Public AccountantFinancial modelingTableauAlteryx

Required

Bachelor’s degree from a top undergraduate program

Located or willing to relocate to Atlanta, 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

One year of financial due diligence and/or two years of audit experience within a Big 4 accounting firm or similar

Certified Public Accountant

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

High degree of maturity with a proven ability to interact with senior executives, private equity sponsors, 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