Associate, Transaction Advisory Services

Portage Point Partners; Dallas (TX); On-site; USD 120,000 - 210,000; Full time

Job summary

Portage Point Partners is looking for a TAS Associate in Dallas who will lead financial diligence across private equity transactions. This role demands collaboration with senior personnel and requires a CPA license along with strong financial analysis skills.

This position offers a competitive salary range of $120,000 - $210,000 annually and emphasizes a collaborative, team-oriented culture.

Qualifications

• 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.
• Ability to prepare financial models and conduct analysis.

Responsibilities

• Work directly with senior personnel at Portage Point and clients to solve transactional challenges.
• Execute buy and sell side diligence including financial analysis.
• Draft reports and participate in management meetings.

Skills

Financial due diligence

Financial modeling

Communication skills

Education

Bachelor's degree from a top undergraduate program

Tools

Tableau

Alteryx

Job description

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best‑in‑class outcomes. Our cross‑functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).

The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.

The TAS Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast‑paced, entrepreneurial environment. This role represents a unique opportunity for highly‑motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business’s strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.

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

Qualifications

• 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
• Familiarity with Tableau and Alteryx preferred
• 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

$120,000 - $210,000 a year

The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.