Associate, Cross-Functional

Portage Point Partners is a rapidly growing consultancy recognized for its excellence and impact in the professional services industry. The Associate, Cross-Functional role involves collaborating with senior leaders and clients to tackle complex financial and operational challenges, supporting key initiatives, and contributing to a high-performing culture.ResponsibilitiesPartner 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 scenariosContribute 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 strategyCreate high-impact deliverables including teasers, CIMs, KPIs, financial updates, and board-ready reporting for executives, investors, and creditorsDevelop operational forecasts and budgets for active and potential investments and participate in operational, financial and management meetings to share analysis and findingsSupport internal trainings and best practice sharingSupport business development and client relationship effortsSupport talent acquisition and firm-building initiativesContribute to a high-performing, inclusive and values-driven cultureSkillsBachelor's degree from a top undergraduate programLocated or willing to relocate to Chicago, Dallas, Los Angeles or New YorkInvested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as neededMinimum one and a half years of experience in investment banking, consulting, private equity, or formal financial modeling at a top-tier firmProven ability to build three-statement models, TWCFs, dynamic KPI dashboards, and complex ad hoc analyses — or the aptitude to ramp quicklySuperior written and verbal communication skills, including executive-ready presentation and reporting skillsProven ability to thrive in lean, fast-moving teamsHigh attention to detail, responsiveness and ownership mindsetTrack record of success in high-pressure, client-facing environmentsBenefitsComprehensive benefitsEquity participationCompany OverviewPortage 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 SponsorshipPortage 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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