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 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 Associate role at Portage Point Partners represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Associate is a key contributor to our ability to deliver high-impact strategic, financial, and operational solutions across practice lines. The XFn Senior Associate will report directly to senior leaders and play an active role in cross-functional engagements that span the entire deal and transformation lifecycle. You will support key initiatives, manage discrete workstreams, and work closely with clients and senior team members in a fast-paced, entrepreneurial environment. 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
Collaborate with senior leaders and clients to solve financial and operational challenges across due diligence, value creation and preservation, transformation, bankruptcy readiness and IB processes (M&A, restructuring, capital raising)
Analyze financial statements and operational metrics, including P&L, balance sheets, cash flows, debt schedules and related KPIs
Build advanced financial models such as three-statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution and value creation frameworks with precision and strategic alignment
Contribute to specialized workstreams such as DIP sizing, first day motions, vendor analysis, SOALs/SOFAs, MORs, KPI development, incentive plan design, liquidation and headcount analytics, general ledger review, footprint optimization, S&OP, org design, go-to-market strategy and business process transformation
Create impactful presentations and reporting packages — teasers, CIMs, KPI dashboards, financial performance updates — for boards, executives, investors and creditors
Provide coaching and mentorship to junior team members
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
A minimum of four years of experience in investment banking or private equity
Formal financial modeling training from a top-tier institution or firm
Demonstrated ability to build three-statement models, thirteen-week cash flows, dynamic KPI dashboards and complex ad hoc analyses — or the aptitude to develop mastery quickly
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
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