Senior Vice President

Portage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational and financial perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and restructuring (TRS).

Recognized for accelerated growth, Portage Point Partners is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the firm’s focus on excellence, intensity and pace and ability to attract blue chip and bulge bracket talent committed to delivering impactful solutions.

The Cross-Functional (XFn) team is a game changer in the industry. Possessing industry agnostic expertise and services, our team uniquely supports clients throughout every stage of the business and investment lifecycle. The firm’s cross-functional, integrated platform was purposefully structured to deliver holistic transaction advisory and execution services to private equity and public and private businesses from ideation to monetization. The XFn team gains immense access to key stakeholders across the firm’s practice lines and second-to-none opportunities for professional growth.

The Senior Vice President role at Portage Point is a client delivery management position that represents a unique opportunity for highly capable professionals with a proven track record and relevant network. Senior Vice Presidents will focus on developing new and existing client relationships as well as managing all aspects of strategic, operational and financial engagements creating deliverables with the highest quality standards and impact. Senior Vice Presidents should be prepared to work across investment banking, performance improvement and restructuring practice lines managing challenging and complex engagements within a small, collaborative team environment.

Responsibilities

- Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle including formulating and implementing value creation, business transformation and performance improvement plans, contingency planning and bankruptcy preparation / execution
- Build strong rapport with C-Suite executives and key stakeholders to effectively support critical engagements in challenging environments
- Work with the Portage Point team of Associates to Managing Directors to manage execution of all deliverable workflows
- Assess organizational (and individual) structures and effectiveness
- Oversee liquidity management (cash flow forecasting, treasury operations and stakeholder communications), case administration (filing preparation, bankruptcy reporting, claims support and plan support) and supporting the development and formulation of business / restructuring plans
- Identify areas for operational improvements and cost reduction
- Develop dynamic reporting tools to identify leading key performance indicators (KPIs)
- Structure and incorporate streamlined financial and operational processes to improve efficiencies
- Identify and re-allocate resources to operational, growth, financial and strategic initiatives with highest risk adjusted return
- Lead preparation of executive reporting packages including KPIs, financial performance, budget, board of director presentations, stakeholder presentations, etc.
- Support various operational, financial and management meetings
- Draft and leading key constituent communications / negotiations
- Establish a network of executives, private equity firms, lenders, lawyers and other related parties and building relationships that yield an active referral base of high-quality opportunities
- 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 or willing to self-relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
- Interested in a team-based culture that involves in office four days per week
- Willing to work at client sites as needed
- Seven plus years of experience with two or more years in investment banking, consulting, restructuring / distressed or private equity at a top-tier firm in addition to time spent operating, investing, advising and / or servicing stakeholders or a compelling non-traditional background
- High degree of maturity with ability to build rapport with senior executives, middle managers, line workers, private equity firms, lenders and lawyers and deliver high-value work that exceeds client expectations
- Experience in financial modeling including three statement models, 13-week cash flows, dynamic KPI packages and complex ad hoc analysis
- Ability to lead clients and teams through transformation, in and out of court restructuring and investment banking engagements
- Commitment to develop personal network and relationships, to uncover and sell new opportunities and engagements across all service lines
- Ability to successfully work in a small, collaborative team environment
- High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers
- Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
- Eagerness to be responsive at all times
- Proven track-record of success in high pressure, time-constrained environments
- Excellent written and verbal communication skills including strong e-mail etiquette
- Top-tier organizational skills and attention to detail
- Self-starter and entrepreneurial spirit