Executive Director, Transaction Advisory Services
3 weeks ago
Portage Point Partners is a business advisory firm that provides transactional, operational, and financial perspectives to middle market stakeholders. Our team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking, and investing to deliver excellence across transaction advisory services, transaction execution services, office of the CFO, performance improvement, interim management, investment banking, and turnaround and restructuring.
Key Responsibilities:
- Lead multiple engagements and develop relationships through best-in-class execution
- Execute buy-side and sell-side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, cash flow analysis, potential liabilities and risk analysis
- Draft clear and compelling reports outlining key takeaways, including normalized earnings, budget achievability, indebtedness, and post-transaction considerations
- Review transaction agreements, customer and vendor contracts
- Make significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practice's capabilities
- Curate a personal network that will result in a consistent book of business and increased practice line revenue
- Collaborate closely with performance improvement, turnaround & restructuring, and investment banking colleagues
- Identify and capitalize on opportunities for cross-selling of other services offered by the firm
- Formulate and lead practice development initiatives
- Provide professional development coaching to junior team members
- Share and manage best practices, as well as lead internal trainings, where required
- Lead talent acquisition and firm development efforts
- Contribute to creating a high-performing and inclusive culture
Requirements:
- Bachelor's degree from a top undergraduate program
- Located or willing to relocate to Los Angeles
- Invested in a team-based culture that involves in-office work four days per week and willingness to work at client sites as needed
- 15+ years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm
- Certified Public Accountant
- Deep understanding of US GAAP principles
- Familiarity with Tableau and Alteryx preferred
- Exceptional engagement leadership and client management skills, including extensive experience in project management
- Experience pitching and partnering with private equity firms, corporate, and other related buyers
- Readiness to have a direct impact on revenue growth
- 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
Compensation: $550,000 - $900,000 a year
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