Associate, Transaction Advisory Services

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{
  "lists": [
    {
      "text": "Responsibilities",
      "content": "\n<li>Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges&nbsp;</li>\n<li>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</li>\n<li>Draft clear and compelling reports outlining key takeaways and participating in management meetings</li>\n<li>Review transaction agreements, customer and vendor contracts</li>\n<li>Collaborate closely with performance improvement, restructuring and investment banking colleagues</li>\n<li>Support internal trainings and best practice sharing</li>\n<li>Support talent acquisition and firm-building initiatives</li>\n<li>Contribute to a high-performing, inclusive and values-driven culture</li>\n"
    },
    {
      "text": "Qualifications",
      "content": "\n<li>Bachelor’s degree from a top undergraduate program</li>\n<li>Located in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, New York or Philadelphia</li>\n<li>Invested in a team-based culture motivated to collaborate in office four days per week and willing to work at client sites as needed&nbsp;</li>\n<li>At least one year of financial due diligence and / or two years of audit experience within a Big Four accounting firm</li>\n<li>Active Certified Public Accountant (CPA) license required</li>\n<li>Familiarity with Tableau and Alteryx preferred</li>\n<li>Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis</li>\n<li>Ability to successfully work in a small, collaborative team environment</li>\n<li>Superior written and verbal communication skills, including executive-ready presentation and reporting skills</li>\n<li>Proven ability to thrive in lean, fast-moving teams&nbsp;</li>\n<li>High attention to detail, responsiveness and ownership mindset&nbsp;</li>\n<li>Track record of success in high-pressure, client-facing environments&nbsp;</li>\n"
    }
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  "createdAt": 1661887902223,
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    "team": "Transaction Advisory Services",
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    "commitment": "Financial Due Diligence",
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