Vice President, Cross-Functional

Portage Point Partners; New York (NY); On-site; USD 375,000 - 525,000; Full time

Job summary

Portage Point Partners is seeking an XFn Vice President to lead complex client engagements across TAS, VAL, TES, OCFO, PI, and IM. You will guide strategy, finance, and operations engagements, report to senior leadership, and mentor teams in a fast-paced, high‑impact environment.

You will build trusted relationships with C‑level executives, oversee multiple workstreams, and drive value creation, performance improvements, and restructuring initiatives in a rapidly growing consultancy.

Qualifications

• Advanced financial modeling capabilities including three-statement forecasts, 13-week cash flows, KPI reporting, and ad hoc analyses.
• Proven ability to lead client and internal teams across multiple workstreams (PI, TRS, IB, OCFO).
• Strong communication skills with senior executives and stakeholders.

Responsibilities

• Develop and deliver high-impact strategies and operating improvements across the business lifecycle.
• Build trusted relationships with C-level executives and key stakeholders to guide engagements.
• Manage execution of deliverables, case administration, and restructuring plan development.
• Mentor and coach junior team members and contribute to firm-building initiatives.

Skills

Financial modeling

Forecasting

KPI reporting

Client leadership

Stakeholder management

Data analysis

Education

Bachelor's degree

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‑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 Cross‑Functional (XFn) team is a game‑changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.

The XFn Vice President at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is a proven leader in client delivery management, essential to shaping and executing high‑impact strategy, financial, and operational engagements across our practice lines. The XFn Vice President will report directly to senior leadership and be responsible for guiding complex engagements, mentoring teams, and ensuring best‑in‑class deliverables. You will lead key initiatives, manage discrete workstreams, and work closely with senior executives, clients, and stakeholders in a fast‑paced, collaborative environment. 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

• Develop and implement comprehensive solutions to complex financial and operational challenges across the business lifecycle — including value creation, transformation, performance improvement, and bankruptcy execution
• Build trusted relationships with C-level executives and stakeholders, supporting critical engagements through analysis, strategic guidance, and clear communication
• Manage execution of deliverable workflows alongside Portage Point teams, overseeing liquidity management, case administration, reporting packages and restructuring plan development
• Identify high-impact opportunities through assessment of organizational effectiveness and reallocate resources to initiatives with the highest risk‑adjusted return
• Create streamlined processes, dynamic KPI reporting tools, and board‑ready presentations while leading key meetings and constituent communications
• Provide coaching and mentorship to junior team members
• Support internal trainings and best practice sharing
• Support business development and client relationship efforts
• 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 or willing to relocate to Chicago, Dallas, Los Angeles or New York
• Invested in a team‑based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
• Five plus years of professional experience, including a minimum of two years in investment banking, consulting, private equity, or restructuring at a top‑tier firm
• Proven ability to build trust across stakeholder levels — from senior executives to frontline operators — and consistently deliver strategic, high‑impact outcomes
• Advanced financial modeling capabilities, including three‑statement forecasts, thirteen‑week cash flows, dynamic KPI reporting, and complex ad hoc analyses — or a demonstrated capacity to ramp quickly
• Direct leadership of client and internal teams across PI, TRS, IB, and OCFO workstreams, driving analysis, synthesizing findings, and communicating actionable insights
• Strong interpersonal maturity with an ability to navigate dynamic environments and represent Portage Point with credibility, professionalism, and client‑first execution
• 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

$375,000 - $525,000 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.