Associate, Cross-Functional

Portage Point Partners is a rapidly growing consultancy recognized for its excellence and focus on delivering integrated solutions across various business services. The Associate, Cross-Functional role involves collaborating with senior leaders and clients to tackle complex financial and operational challenges while supporting key initiatives and managing workstreams. Responsibilities Partner 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 scenarios Contribute 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 strategy Create high-impact deliverables including teasers, CIMs, KPIs, financial updates, and board-ready reporting for executives, investors, and creditors Develop operational forecasts and budgets for active and potential investments and participate in operational, financial and management meetings to share analysis and findings 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 Skills 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 Minimum one and a half years of experience in investment banking, consulting, private equity, or formal financial modeling at a top-tier firm Proven ability to build three-statement models, TWCFs, dynamic KPI dashboards, and complex ad hoc analyses — or the aptitude to ramp 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 Benefits Comprehensive benefits Equity participation 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 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.