Managing Director, Transaction Advisory Services

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    "city": "Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix",
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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>Lead multiple engagements and develop relationships through best-in-class execution</li>\n<li>Execute buy-side 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, cash flow analysis, potential liabilities and risk analysis</li>\n<li>Draft clear and compelling reports outlining key takeaways including, but not limited to, normalized earnings, budget achievability, indebtedness and post-transaction considerations</li>\n<li>Review transaction agreements, customer and vendor contracts</li>\n<li>Make significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practice's capabilities</li>\n<li>Curate a personal network that will result in a consistent book of business, increased practice line revenue and opportunities for cross selling all services</li>\n<li>Collaborate closely with PI, TRS and IB team members</li>\n<li>Provide coaching and mentorship to junior team members</li>\n<li>Lead or support internal trainings and best practice sharing</li>\n<li>Lead 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 Atlanta, Boston, Chicago, Houston, Los Angeles, Miami, Nashville, New York, Tampa, Palm Beach and / or Phoenix</li>\n<li>Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed</li>\n<li>15 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm</li>\n<li>Certified Public Accountant</li>\n<li>Deep understanding of US GAAP principles</li>\n<li>Familiarity with Tableau and Alteryx preferred</li>\n<li>Exceptional engagement leadership and client management skills including extensive experience in project management</li>\n<li>Experience pitching and partnering with private equity firms, corporate and other related buyers</li>\n<li>Readiness to have a direct impact on revenue growth</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</li>\n<li>High attention to detail, responsiveness and ownership mindset</li>\n<li>Track record of success in high-pressure, client-facing environments</li>\n"
    }
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    "team": "Transaction Advisory Services",
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    "commitment": "Financial Due Diligence",
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