Executive Director, Transaction Advisory Services

3 weeks ago


Los Angeles, California, United States Portage Point Partners Full time
Job Title: Managing Director, Transaction Advisory Services

Portage Point Partners is a business advisory firm that provides expert guidance to middle market stakeholders. Our team of experienced professionals leverages bulge bracket expertise in consulting, operations, finance, accounting, investment banking, and investing to deliver exceptional transactional, operational, and financial perspectives.

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
  • Draft clear and compelling reports outlining key takeaways
  • Review transaction agreements, customer and vendor contracts
  • Make significant contributions to marketing and business development efforts
  • Collaborate closely with performance improvement, turnaround & restructuring, and investment banking colleagues
Qualifications:
  • Bachelor's degree from a top undergraduate program
  • Located or willing to relocate to Los Angeles
  • 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

Portage Point Partners offers a competitive compensation package, with a salary range of $550,000 - $900,000 per year. The final compensation will be based on the applicant's qualifications and experience.



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