Senior Transaction Advisory Services Leader

3 weeks ago


New York, New York, United States Portage Point Partners Full time
Job Summary
A highly motivated and experienced Managing Director is sought to lead our Transaction Advisory Services (TAS) team in the New York market. This role involves working with senior personnel at Portage Point and clients to develop comprehensive solutions to complex transactional challenges, including financial and business due diligence, accounting and financial reporting.

About the Role
The successful candidate will have a deep understanding of US GAAP principles, experience with financial modeling and analysis tools such as Tableau and Alteryx, and exceptional engagement leadership and client management skills. Key responsibilities include working directly with senior personnel at Portage Point and clients, leading multiple engagements, executing buy-side and sell-side diligence, drafting reports, and reviewing transaction agreements.

Requirements
To be considered for this role, candidates must have a Bachelor's degree from a top undergraduate program, located or willing to relocate to New York, invested in a team-based culture, and 15+ years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm. Additionally, they must be a Certified Public Accountant with a deep understanding of US GAAP principles, familiarity with Tableau and Alteryx preferred, and exceptional engagement leadership and client management skills.

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