Associate, Transaction Advisory Services

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 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.