Director, Financial Services Transaction Advisory

Portage Point Partners, LLC; Dallas (TX); On-site; USD 550,000 - 800,000; Full time

Benefits offered by this job

Equity participation

Comprehensive benefits

Job summary

Portage Point Partners, LLC is seeking a Director of Financial Services in Dallas to serve as the go-to advisor on insurance, wealth & asset management, banking & capital markets M&A diligence. You will lead complex due diligence, manage discrete workstreams, and collaborate with senior leaders to deliver value-driven insights.

The role requires CPA credentials, 8+ years of financial due diligence experience, strong GAAP knowledge, and the ability to work onsite with clients across multiple

Qualifications

• Active CPA license required.
• Strong understanding of US GAAP principles.
• Proficiency with financial modeling tools and analysis.

Responsibilities

• Lead financial due diligence for financial services transactions.
• Advise sponsors on valuation and risk matters.
• Support business development and client relations in a fast-paced environment.
• Collaborate with TAS, FP&A, and investment banking colleagues.

Skills

Executive communication

Client relationship management

Lean teamwork

Attention to detail

Education

CPA license

US GAAP knowledge

Tools

Financial modeling tools

Job description

Portage Point Partners, LLC is seeking a Director of Financial Services in Dallas to serve as the go-to advisor on insurance, wealth & asset management, banking & capital markets M&A diligence. You will lead complex due diligence, manage discrete workstreams, and collaborate with senior leaders to deliver value-driven insights.

The role requires CPA credentials, 8+ years of financial due diligence experience, strong GAAP knowledge, and the ability to work onsite with clients across multiple