Lead the Cross-Functional team in delivering comprehensive solutions to financial and operational challenges, build client relationships, and mentor junior team members.
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), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) 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 XFn Senior Vice President at Portage Point Partners represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Vice President is a client delivery leader with a proven track record and relevant network, central to managing strategy, financial, and operational engagements across our practice lines. The XFn Senior Vice President will report directly to executive leadership and oversee complex engagements in a highly collaborative, fast-paced environment. You will lead client relationship development, shape high-impact solutions, and ensure all deliverables meet the firm’s highest standards of quality and effectiveness. 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
- Lead development and execution of comprehensive solutions to complex financial and operational challenges across the business lifecycle, including value creation, transformation, performance improvement, and bankruptcy preparation
- Build and maintain trusted relationships with C-level executives, stakeholders, and key constituents while managing multiple workstreams, deliverables, and negotiations to ensure engagement success
- Assess organizational effectiveness and identify high-impact opportunities for operational improvement, value preservation, and strategic resource allocation
- Oversee liquidity management and case administration, including cash flow forecasting, bankruptcy reporting, and support for business and restructuring plan development
- Drive the creation of executive-level deliverables — KPI dashboards, performance reports, board presentations, and investor communications — while cultivating a robust referral network of private equity, lending, legal, and industry relationships
- Provide coaching and mentorship to junior team members
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Lead 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
- Seven plus years of professional experience, including at least two years in investment banking, consulting, private equity, or restructuring at a top-tier firm — plus additional time advising, investing, or supporting stakeholders through a traditional or non-traditional path
- Proven leadership in complex transformation, restructuring (in and out of court), and investment banking engagements, guiding both clients and teams across dynamic environments
- Expertise in financial modeling, including three-statement forecasts, thirteen-week cash flows, KPI dashboards, and complex ad hoc analysis
- Strong interpersonal acumen, with a track record of building trust across all levels — from senior executives to frontline stakeholders — and consistently delivering above expectations
- Active engagement across PI, TRS, and OCFO workstreams through analysis, information requests, and clear presentation of strategic opportunities and insights
- 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
Financial Modeling
Kpi Dashboards
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