Director, Transaction Advisory Services / Healthcare & Life Sciences

Portage Point Partners, LLC; Los Angeles (CA); On-site; USD 550,000 - 850,000; Full time

Job summary

Portage Point Partners, LLC is seeking a Director, TAS / Healthcare & Life Sciences to lead buy-side and sell-side diligence for healthcare clients and oversee engagements across M&A. The role covers financial and business due diligence, accounting and reporting, and coordination with senior leaders to deliver high-impact outcomes.

The successful candidate will manage scope, budgets, staffing, and deliverables, performing earnings quality and cash flow analyses tailored to healthcare deals.

Qualifications

• Bachelor’s degree from a top program.
• Active CPA license required; CFA or HFMA CHFP is a plus.
• At least 8 years in financial due diligence with healthcare transactions.
• Experience leading healthcare-focused diligence engagements in Big Four or top-tier advisory.
• Understanding of US GAAP principles.
• Strong financial modeling and client-facing communication.

Responsibilities

• Partner with senior leaders to develop healthcare transaction solutions across the continuum.
• Lead engagements, manage scoping, budgeting, staffing, and billing processes.
• Perform earnings quality, working capital, cash flow analyses for healthcare transactions.
• Support negotiations, contract reviews and definition of working capital.
• Draft diligence reports with clear findings and risks for stakeholders.
• Coordinate with PI, TRS and IB teams to deliver integrated solutions.

Skills

Financial due diligence

Healthcare & life sciences

Financial modeling

Executive communication

Client-facing

Team leadership

US GAAP

Tableau

Alteryx

Education

Bachelor’s degree

CPA license

CFA / HFMA CHFP (plus)

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 Director, TAS // Healthcare & Life Sciences at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director will serveprivate equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Director, Healthcare & Life Sciences will report directly to the TAS Practice Line Leader and manage a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. This person will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.

Responsibilities

• Partner directly with senior Portage Point leaders and clients to develop comprehensive transaction solutions across the healthcare and life sciences continuum, including providers, payers, pharma, medtech and digital health
• Lead multiple engagements and cultivate lasting client relationships through sector-focused, insight-driven execution
• Own the engagement lifecycle, including scoping and contracting, resource planning and staffing, budget development, WIP management, and timely billing and collections
• Execute buy-side and sell-side financial due diligence with a focus on healthcare-specific dynamics, such as revenue cycle, reimbursement models, physician alignment, regulatory and compliance considerations and payer mix
• Perform quality of earnings, working capital, net debt and cash flow analyses tailored to the unique drivers and risks of healthcare transactions
• Support clients through transaction negotiations, including purchase agreement review and working capital definition and negotiation
• Review healthcare-specific contracts and agreements (e.g., payer / provider contracts, joint ventures, management service agreements) to identify deal implications
• Draft clear and compelling diligence reports highlighting key findings, including normalized earnings, regulatory risks, operational benchmarks and post-close integration considerations
• Collaborate cross-functionally with PI, TRS and IB teams to deliver integrated solutions that address clinical, operational and financial challenges unique to healthcare organizations
• Lead proposal development and pitch delivery for healthcare & life sciences opportunities, including cross-sell into PI, TRS, VAL and IB
• Begin building a personal and institutional network of healthcare-focused private equity investors, strategic buyers and executives to drive recurring engagements and revenue growth
• Provide coaching and mentorship to junior team members, sharing healthcare sector acumen and transaction advisory best practices
• Lead or 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 Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Miami, Nashville, New York, Palm Beach 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
• Active Certified Public Accountant (CPA) license required; CFA or healthcare-related certifications (e.g., HFMA CHFP) is a plus
• At least eight years of financial due diligence and transaction advisory experience, with a significant focus on healthcare and life sciences transactions (providers, payers, pharma, biotech, medtech or healthcare IT)
• Professional experience within a Big Four accounting or top-tier advisory firm leading healthcare-focused diligence engagements
• Understanding of US GAAP principles and healthcare-specific accounting considerations, including revenue recognition under ASC 606, value-based care arrangements and third-party payor dynamics
• Strong financial modeling and data visualization skills; familiarity with Tableau, Alteryx and healthcare data sources (CMS, HCRIS, etc.) preferred
• Proven ability to lead teams in high-pressure, client-facing environments and drive solution development for complex, regulated markets
• 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

$550,000 - $850,000 a year

In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.