Senior Transaction Advisory Leader

3 weeks ago


New York, New York, United States Portage Point Partners Full time

At Portage Point Partners, we are committed to delivering exceptional results for our clients. As the Managing Director, Transaction Advisory Services, you will play a key role in leading a team of experienced professionals who provide financial due diligence and transaction advisory services to private equity firms, corporate clients, and direct lenders.

The ideal candidate will have at least 15 years of experience in financial due diligence, with a strong background in audit and financial due diligence within a Big 4 accounting firm. A Certified Public Accountant (CPA) certification is required. Additionally, the candidate should have a deep understanding of US GAAP principles and be familiar with Tableau and Alteryx.

The salary range for this position is $550,000 - $900,000 per year, making it an excellent opportunity for highly motivated leaders to advance their careers and make a significant impact on revenue growth.

This is a unique opportunity to work in a collaborative team environment, where you will be responsible for developing comprehensive solutions to complex transactional challenges. You will lead multiple engagements, develop relationships through best-in-class execution, and execute buy-side and sell-side diligence, including historical and projected financial and operating trends analysis.

The successful candidate will also be responsible for drafting clear and compelling reports, reviewing transaction agreements, customer and vendor contracts, and contributing to marketing and business development efforts.



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