Senior Financial Advisor, Transaction Advisory Services
3 weeks ago
About the Role
Portage Point Partners is a business advisory firm that provides transaction advisory services to middle market stakeholders. We are seeking a highly motivated Managing Director to lead our Transaction Advisory Services team in the Los Angeles market.
Key Responsibilities
- Develop comprehensive solutions to complex transactional challenges in collaboration with senior personnel and clients.
- Lead multiple engagements and build relationships through best-in-class execution.
- Execute buy-side and sell-side diligence, including financial and operating trends analysis, quality of earnings analysis, and working capital and net debt consideration analysis.
- Draft clear and compelling reports outlining key takeaways, including normalized earnings, budget achievability, and post-transaction considerations.
- Review transaction agreements, customer and vendor contracts.
- Contribute to marketing and business development efforts by participating in strategic branding initiatives.
- Curate a personal network to drive a consistent book of business and increase practice line revenue.
- Collaborate with performance improvement, turnaround & restructuring, and investment banking colleagues.
- Identify opportunities for cross-selling 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, and lead internal trainings as required.
- Lead 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 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.
- Effective communication of 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. The City of New York and the State of California require Portage Point to provide compensation information for this role. This range represents the anticipated minimum and maximum base + bonus for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant's qualifications (education, training, and/or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
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