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• P

  Managing Director, Transaction Advisory Services  

  Portage Point Partners

  - Tampa

  Posted: 28/05/2026

  Apply Now

  At Portage Point Partners (Portage Point), you are not a cog in a lega... Read More

  At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point's entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Managing Director, TAS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is the leader serving private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director, TAS will report directly to the TAS Practice Line Leader and overseeing a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. You will lead 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 * Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges * Lead multiple engagements and develop relationships through best-in-class execution * Execute buy-side 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, cash flow analysis, potential liabilities and risk analysis * Draft clear and compelling reports outlining key takeaways including, but not limited to, normalized earnings, budget achievability, indebtedness and post-transaction considerations * Review transaction agreements, customer and vendor contracts * Make significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practice's capabilities * Curate a personal network that will result in a consistent book of business, increased practice line revenue and opportunities for cross selling all services * Collaborate closely with PI, TRS and IB team members * Provide coaching and mentorship to junior team members * Lead or support internal trainings and best practice sharing * 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 in or willing to relocate to Atlanta, Boston, Chicago, Houston, Los Angeles, Miami, Nashville, New York, Tampa, Palm Beach and / or Phoenix * Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed * 15 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm * Certified Public Accountant * Deep understanding of US GAAP principles * Familiarity with Tableau and Alteryx preferred * Exceptional engagement leadership and client management skills including extensive experience in project management * Experience pitching and partnering with private equity firms, corporate and other related buyers * Readiness to have a direct impact on revenue growth * 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 $800,000 - $1,300,000 a year In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Read Less

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• P

  Managing Director, Transaction Advisory Services  

  Portage Point Partners

  - New York City

  Posted: 28/05/2026

  Apply Now

  At Portage Point Partners (Portage Point), you are not a cog in a lega... Read More

  At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point's entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Managing Director, TAS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is the leader serving private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director, TAS will report directly to the TAS Practice Line Leader and overseeing a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. You will lead 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 * Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges * Lead multiple engagements and develop relationships through best-in-class execution * Execute buy-side 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, cash flow analysis, potential liabilities and risk analysis * Draft clear and compelling reports outlining key takeaways including, but not limited to, normalized earnings, budget achievability, indebtedness and post-transaction considerations * Review transaction agreements, customer and vendor contracts * Make significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practice's capabilities * Curate a personal network that will result in a consistent book of business, increased practice line revenue and opportunities for cross selling all services * Collaborate closely with PI, TRS and IB team members * Provide coaching and mentorship to junior team members * Lead or support internal trainings and best practice sharing * 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 in or willing to relocate to Atlanta, Boston, Chicago, Houston, Los Angeles, Miami, Nashville, New York, Tampa, Palm Beach and / or Phoenix * Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed * 15 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm * Certified Public Accountant * Deep understanding of US GAAP principles * Familiarity with Tableau and Alteryx preferred * Exceptional engagement leadership and client management skills including extensive experience in project management * Experience pitching and partnering with private equity firms, corporate and other related buyers * Readiness to have a direct impact on revenue growth * 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 $800,000 - $1,300,000 a year In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Read Less

  Apply Now
• P

  Managing Director, Transaction Advisory Services  

  Portage Point Partners

  - Houston

  Posted: 28/05/2026

  Apply Now

  At Portage Point Partners (Portage Point), you are not a cog in a lega... Read More

  At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point's entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Managing Director, TAS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is the leader serving private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director, TAS will report directly to the TAS Practice Line Leader and overseeing a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. You will lead 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 * Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges * Lead multiple engagements and develop relationships through best-in-class execution * Execute buy-side 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, cash flow analysis, potential liabilities and risk analysis * Draft clear and compelling reports outlining key takeaways including, but not limited to, normalized earnings, budget achievability, indebtedness and post-transaction considerations * Review transaction agreements, customer and vendor contracts * Make significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practice's capabilities * Curate a personal network that will result in a consistent book of business, increased practice line revenue and opportunities for cross selling all services * Collaborate closely with PI, TRS and IB team members * Provide coaching and mentorship to junior team members * Lead or support internal trainings and best practice sharing * 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 in or willing to relocate to Atlanta, Boston, Chicago, Houston, Los Angeles, Miami, Nashville, New York, Tampa, Palm Beach and / or Phoenix * Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed * 15 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm * Certified Public Accountant * Deep understanding of US GAAP principles * Familiarity with Tableau and Alteryx preferred * Exceptional engagement leadership and client management skills including extensive experience in project management * Experience pitching and partnering with private equity firms, corporate and other related buyers * Readiness to have a direct impact on revenue growth * 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 $800,000 - $1,300,000 a year In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Read Less

  Apply Now
• P

  Managing Director, Transaction Advisory Services  

  Portage Point Partners

  - Chicago

  Posted: 28/05/2026

  Apply Now

  At Portage Point Partners (Portage Point), you are not a cog in a lega... Read More

  At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point's entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Managing Director, TAS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is the leader serving private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director, TAS will report directly to the TAS Practice Line Leader and overseeing a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. You will lead 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 * Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges * Lead multiple engagements and develop relationships through best-in-class execution * Execute buy-side 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, cash flow analysis, potential liabilities and risk analysis * Draft clear and compelling reports outlining key takeaways including, but not limited to, normalized earnings, budget achievability, indebtedness and post-transaction considerations * Review transaction agreements, customer and vendor contracts * Make significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practice's capabilities * Curate a personal network that will result in a consistent book of business, increased practice line revenue and opportunities for cross selling all services * Collaborate closely with PI, TRS and IB team members * Provide coaching and mentorship to junior team members * Lead or support internal trainings and best practice sharing * 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 in or willing to relocate to Atlanta, Boston, Chicago, Houston, Los Angeles, Miami, Nashville, New York, Tampa, Palm Beach and / or Phoenix * Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed * 15 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm * Certified Public Accountant * Deep understanding of US GAAP principles * Familiarity with Tableau and Alteryx preferred * Exceptional engagement leadership and client management skills including extensive experience in project management * Experience pitching and partnering with private equity firms, corporate and other related buyers * Readiness to have a direct impact on revenue growth * 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 $800,000 - $1,300,000 a year In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Read Less

  Apply Now
• P

  Managing Director, Transaction Advisory Services  

  Portage Point Partners

  - Atlanta

  Posted: 28/05/2026

  Apply Now

  At Portage Point Partners (Portage Point), you are not a cog in a lega... Read More

  At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point's entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Managing Director, TAS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is the leader serving private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director, TAS will report directly to the TAS Practice Line Leader and overseeing a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. You will lead 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 * Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges * Lead multiple engagements and develop relationships through best-in-class execution * Execute buy-side 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, cash flow analysis, potential liabilities and risk analysis * Draft clear and compelling reports outlining key takeaways including, but not limited to, normalized earnings, budget achievability, indebtedness and post-transaction considerations * Review transaction agreements, customer and vendor contracts * Make significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practice's capabilities * Curate a personal network that will result in a consistent book of business, increased practice line revenue and opportunities for cross selling all services * Collaborate closely with PI, TRS and IB team members * Provide coaching and mentorship to junior team members * Lead or support internal trainings and best practice sharing * 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 in or willing to relocate to Atlanta, Boston, Chicago, Houston, Los Angeles, Miami, Nashville, New York, Tampa, Palm Beach and / or Phoenix * Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed * 15 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm * Certified Public Accountant * Deep understanding of US GAAP principles * Familiarity with Tableau and Alteryx preferred * Exceptional engagement leadership and client management skills including extensive experience in project management * Experience pitching and partnering with private equity firms, corporate and other related buyers * Readiness to have a direct impact on revenue growth * 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 $800,000 - $1,300,000 a year In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Read Less

  Apply Now
• P

  Associate, Transaction Advisory Services  

  Portage Point Partners

  - Los Angeles

  Posted: 28/05/2026

  Apply Now

  At Portage Point Partners (Portage Point), you are not a cog in a lega... Read More

  At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point's entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The TAS Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast-paced, entrepreneurial environment. This role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business's strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies. 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 Qualifications * 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 * Familiarity with Tableau and Alteryx preferred * 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 $120,000 - $210,000 a year The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant's qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Read Less

  Apply Now
• P

  Managing Director, Transaction Advisory Services  

  Portage Point Partners

  - Dallas

  Posted: 28/05/2026

  Apply Now

  At Portage Point Partners (Portage Point), you are not a cog in a lega... Read More

  At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point's entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Managing Director, TAS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is the leader serving private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director, TAS will report directly to the TAS Practice Line Leader and overseeing a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. You will lead 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 * Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges * Lead multiple engagements and develop relationships through best-in-class execution * Execute buy-side 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, cash flow analysis, potential liabilities and risk analysis * Draft clear and compelling reports outlining key takeaways including, but not limited to, normalized earnings, budget achievability, indebtedness and post-transaction considerations * Review transaction agreements, customer and vendor contracts * Make significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practice's capabilities * Curate a personal network that will result in a consistent book of business, increased practice line revenue and opportunities for cross selling all services * Collaborate closely with PI, TRS and IB team members * Provide coaching and mentorship to junior team members * Lead or support internal trainings and best practice sharing * 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 in or willing to relocate to Atlanta, Boston, Chicago, Houston, Los Angeles, Miami, Nashville, New York, Tampa, Palm Beach and / or Phoenix * Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed * 15 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm * Certified Public Accountant * Deep understanding of US GAAP principles * Familiarity with Tableau and Alteryx preferred * Exceptional engagement leadership and client management skills including extensive experience in project management * Experience pitching and partnering with private equity firms, corporate and other related buyers * Readiness to have a direct impact on revenue growth * 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 $800,000 - $1,300,000 a year In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Read Less

  Apply Now
• P

  Managing Director, Transaction Advisory Services  

  Portage Point Partners

  - Boston

  Posted: 28/05/2026

  Apply Now

  At Portage Point Partners (Portage Point), you are not a cog in a lega... Read More

  At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point's entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Managing Director, TAS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is the leader serving private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director, TAS will report directly to the TAS Practice Line Leader and overseeing a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. You will lead 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 * Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges * Lead multiple engagements and develop relationships through best-in-class execution * Execute buy-side 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, cash flow analysis, potential liabilities and risk analysis * Draft clear and compelling reports outlining key takeaways including, but not limited to, normalized earnings, budget achievability, indebtedness and post-transaction considerations * Review transaction agreements, customer and vendor contracts * Make significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practice's capabilities * Curate a personal network that will result in a consistent book of business, increased practice line revenue and opportunities for cross selling all services * Collaborate closely with PI, TRS and IB team members * Provide coaching and mentorship to junior team members * Lead or support internal trainings and best practice sharing * 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 in or willing to relocate to Atlanta, Boston, Chicago, Houston, Los Angeles, Miami, Nashville, New York, Tampa, Palm Beach and / or Phoenix * Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed * 15 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm * Certified Public Accountant * Deep understanding of US GAAP principles * Familiarity with Tableau and Alteryx preferred * Exceptional engagement leadership and client management skills including extensive experience in project management * Experience pitching and partnering with private equity firms, corporate and other related buyers * Readiness to have a direct impact on revenue growth * 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 $800,000 - $1,300,000 a year In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Read Less

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  Vice President, Accounting Advisory & Controllership Transformation (AACT)  

  Portage Point Partners

  - Philadelphia

  Posted: 27/05/2026

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  At Portage Point Partners (Portage Point), you are not a cog in a lega... Read More

  At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, Accounting Advisory team members provide holistic perspectives and capabilities to deliver unparalleled results. The Vice President (VP), AACT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This VP is a key contributor within the OCFO and TAS practices, helping clients modernize financial operations through data-driven insights, innovative technology and scalable processes and bring a strategic lens to support buyers and sellers through the transaction process and beyond. The VP will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, manage discrete workstreams, collaborate closely with senior leaders, CFOs, respective multidimensional teams, sponsors and other key stakeholders. 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 and support end-to-end client engagements across core controllership and finance operations, including procure-to-pay, order-to-cash, record-to-report and manage or contribute to engagement teams advising clients through situational needs such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting * Conduct and oversee detailed financial analysis and assist in deliverable preparation that informs client strategy and decision-making * Execute buyside and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis * Draft clear and compelling reports outlining key takeaways * Provide technical and strategic accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) and translate into broader business and stakeholder implications for clients * Advise clients on process design, technology-enabled solution implementation and scalable finance processes to improve reporting * Develop data models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to provide clear, data-driven insights * Collaborate with senior team members to evaluate client performance, diagnose issues across the finance operating model, identify improvement opportunities and prepare / prioritize actionable recommendations * Lead client meetings, helping translate findings into actionable insights, manage stakeholder expectations and supporting the execution of solutions * Lead the development, standardization and continuous improvements of methodologies, templates and best practices that enhance the OCFO and TAS practices * Collaborate closely with PI, VAL, TRS and IB colleagues * Provide coaching and mentorship to junior team members * Lead 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 in finance, accounting, business administration or a related field; advanced degree or professional certification (CFA, CA) preferred * Active CPA license required * Located in or willing to relocate to Chicago, Dallas, Houston, Los Angeles, New York or Philadelphia * Invested in a team-based culture, motivated to collaborate in office four days per week and willing to travel to client sites as needed * Six plus years of progressive experience in financial consulting, advisory services or audit, with meaningful experience in transaction-driven, capital markets or private equity-backed environments * Deep understanding of GAAP accounting principles and financial reporting (ASC 606, ASC 805 and ASC 842) with experience advising complex technical matters and stakeholder impact * Proficient in financial modeling, analysis and accounting treatment evaluation with strong ability to connect technical conclusions to operational outcomes * Hands on experience with finance technologies such as NetSuite, Sage Intacct, Microsoft Dynamics, Blackline or FloQast * Familiarity with analytics and automation tools (e.g., Power BI, Tableau, Power Automate, UI Path, Automation Anywhere) and interest in leveraging emerging technologies, including AI-enabled solutions, to transform finance functions * Proven ability to lead complex engagements, manage multiple priorities and deliver executive-ready results * 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 environment $240,000 - $320,000 a year In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Read Less

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  Senior Director, Performance Improvement // Human Resources Due Diligence Transaction Execution Services (TES)  

  Portage Point Partners

  - Miami

  Posted: 27/05/2026

  Apply Now

  At Portage Point Partners (Portage Point), you are not a cog in a lega... Read More

  At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The PI team partners with private equity sponsors, lenders and corporates to drive value creation, performance enhancement and transformation across the business and investment lifecycle. This high-output, low-ego team delivers strategy through execution that is tailored to each client's needs. The Senior Director role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Director is a critical leader within the Performance Improvement practice, focused on advising private equity clients on human capital strategy across the deal lifecycle - from HR due diligence through value creation planning and post-transaction execution. The Senior Director will report directly to the Practice Leader and partner closely with deal teams, operating partners and portfolio company leadership to assess people-related risks and opportunities, inform investment decisions and design and implement scalable HR operating models. This person will lead 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 * Lead buy-side and sell-side HR due diligence engagements, assessing workforce structure, labor costs, incentive design, compliance and organizational effectiveness to identify human capital risks and value creation opportunities that impact EBITDA and exit readiness * Translate HR, compensation and workforce data into clear, executive-ready insights and actionable recommendations that inform investment decisions and value creation planning * Design and implement scalable HR operating models, including organizational design, governance, service delivery and technology enablement to support growth, integrations and carve-outs * Lead post-close HR transformation initiatives in PE-backed environments, driving organizational alignment, performance enablement and disciplined execution across complex, multi-workstream programs * Contribute to practice growth through business development support, solution design and thought leadership, helping expand human capital capabilities across the private equity ecosystem * 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 in Human Resource Management, Business, Organizational Development or a related field * Master's degree (MBA, MSOD, MHR) strongly preferred * Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Miami, Nashville, New York, Palm Beach, Philadelphia or Tampa * Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed * 10 plus years of experience in HR consulting and transformation, with significant exposure to private equity or transaction-driven environments * Strong knowledge of federal and state employment regulations (e.g., paid leave, wage and hour, worker classification), with the ability to assess compliance risk and related structuring implications * Proven experience leading HR due diligence across workforce, compensation, benefits and compliance, including evaluation of defined benefit pensions, post-retirement obligations and related regulatory and funding risks * Deep expertise in HR operating models across people, process, technology, and service delivery * Strong understanding of PE value creation, integration, carve-outs and exit preparation * Exceptional leadership and strategic thinking skills demonstrated by the ability to influence senior stakeholders and deliver results in complex environments * 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 $480,000 - $820,000 a year In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Read Less

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