The Associate role involves collaborating with clients on financial and operational challenges, conducting analysis, developing financial models, and preparing presentations.
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB), Valuations and Turnaround & Restructuring Services (TRS).
The Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.
The Associate, XFn at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Associate role is foundational to our ability to deliver integrated strategy, financial, and operational solutions across key practice areas. The Associate, XFn will report directly to senior leaders and collaborate with team members and clients to address complex challenges, including due diligence, value creation and preservation, business transformation, bankruptcy preparation, and M&A processes. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Partner with senior team members and clients to tackle complex financial and operational challenges, including due diligence, value creation and preservation, transformation efforts, bankruptcy preparation, and investment banking processes (M&A, restructuring, capital raising)
- Analyze financial statements and key operational data; build models such as three-statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution, and value creation scenarios
- Contribute to restructuring and transformation workstreams including DIP sizing, petition prep, vendor analysis, SOALs, SOFAs, MORs, KPI tracking, incentive plans, liquidation and headcount analysis, GL review, footprint rationalization, S&OP, org design, and go-to-market strategy
- Create high-impact deliverables including teasers, CIMs, KPIs, financial updates, and board-ready reporting for executives, investors, and creditors
- Develop operational forecasts and budgets for active and potential investments and participate in operational, financial and management meetings to share analysis and findings
- 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
Qualifications
- 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
- Minimum one and a half years of experience in investment banking, consulting, private equity, or formal financial modeling at a top-tier firm
- Proven ability to build three-statement models, TWCFs, dynamic KPI dashboards, and complex ad hoc analyses — or the aptitude to ramp quickly
- Strong executive presence and communication 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
Top Skills
Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word
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Financial Services
The Senior Associate in Cross-Functional will help analyze financials, develop financial models, mentor associates, and assist in various client engagements in investment banking, private equity, and turnaround services.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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