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.
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
Skills
- 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
- Familiarity with Tableau and Alteryx
Company Overview
Portage Point is an interim management, advisory and investment firm. It was founded in 2016, and is headquartered in Chicago, Illinois, USA, with a workforce of 51-200 employees. Its website is https://portagepointpartners.com.Company H1B Sponsorship
Portage Point Partners has a track record of offering H1B sponsorships, with 3 in 2025, 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.
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