Senior Associate, Transaction Advisory Services

Portage Point Partners; Chicago (IL); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Comprehensive benefits

Equity participation

Job summary

Portage Point Partners’ TAS Senior Associate role supports private equity sponsors and corporate actions by performing rigorous financial, tax and operational diligence across M&A and related activities. You will assess deal risks, model three-statement projections and present findings to clients in a fast-paced, entrepreneurial environment.

The position involves buy-side and sell-side diligence, working with senior colleagues and client teams to maximize value while maintaining a

Qualifications

• Bachelor’s degree from a top undergraduate program.
• Three plus years of financial due diligence experience.
• Experience with Big 4 accounting firms.
• CPA license required.
• Proficiency in financial modeling and KPI packages.
• Familiarity with Tableau and Alteryx.

Responsibilities

• Analyze complex transactional challenges with senior colleagues.
• Conduct buy-side and sell-side diligence including earnings quality and working capital.
• Draft reports and lead management discussions.
• Review transaction agreements and client contracts.
• Collaborate with PI, restructuring and IB teams.
• Mentor junior resources and support career development.
• Share best practices and lead internal trainings.
• Contribute to business development and firm growth.
• Promote a high-performing and inclusive culture.

Skills

Financial due diligence

Financial modeling

KPI reporting

Executive communication

Education

Bachelor’s degree

CPA license

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 , Portage Point is recognized for accelerated growth and is consistently featured in rankings from , 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‑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 Senior 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 analysis of complex transactional challenges
• 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 analysis and net debt consideration analysis
• Draft clear and compelling reports outlining key takeaways and participating in and leading management meetings
• Review transaction agreements, customer and vendor contracts
• Collaborate closely with performance improvement, restructuring and investment banking colleagues
• Manage junior resources on engagements by reviewing their work and supporting their career development
• Share and manage best practices as well as lead internal trainings where required
• Support business development, talent acquisition and firm development efforts
• Contribute to creating a high‑performing and inclusive culture

Qualifications

• Bachelor’s degree from a top undergraduate program
• Located in or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, Nashville, 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
• Three plus years of experience with at least two years of financial due diligence experience within a Big 4 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

$175,000 - $250,000 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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.