Portage Point Partners

Product Manager

• Partner with Practice Line Leaders (PLLs), DE leaders and domain experts to define and execute the agentic AI product vision, aligning business objectives with emerging market trends
• Develop and manage the AI product roadmap, incorporating market research and competitive analysis to identify opportunities that advance Portage Point’s advisory and operational excellence
• Translate financial and operational consulting frameworks into scalable, AI-driven workflows by collaborating with data science, engineering and design teams to design, validate and enhance agentic models
• Champion customer-centric design by ensuring intuitive user experiences for non-technical stakeholders and leveraging feedback to inform iterative product improvements
• Uphold the highest standards of AI governance, transparency and compliance by embedding ethical AI practices, bias detection, explainability and data privacy into product development and lifecycle management
• Drive measurable ROI and adoption through disciplined execution, cross-functional collaboration and continuous optimization of feature delivery velocity, model reliability and customer satisfaction
• Provide coaching and mentorship to junior team members
• Lead internal trainings and best practice sharing
• Support business development and client relationship efforts
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Director, Product Management, AI Solutions

Vice President

• Develop and build upon a strategic learning roadmap for the firm
• Evaluate organizational learning needs to identify skill gaps and opportunities for development
• Design, launch and manage high-impact learning programs in partnership with subject matter experts, ensuring consistency and quality
• Adapt learning strategies to diverse audiences and scale initiatives to support organizational growth
• Measure program effectiveness and use data insights to drive continuous improvement, including but not limited to completion rates, feedback and skills metrics
• Leverage new technologies, tools and best practices to enhance the learning experience and support a culture of professional growth
• Maintain and optimize learning systems, surveys and team member skills data
• Collaborate on broader People initiatives including onboarding, performance management and HR systems to advance the overall firm talent strategy
• Provide coaching and mentorship to junior team members
• Lead and support internal trainings and best practice sharing
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Vice President – Learning & Development

Financial Planning and Analysis

• Lead full-lifecycle client engagements across strategic finance, data analytics, accounting advisory, finance transformation, finance function integration and separation and interim financial leadership
• Advise executives, private equity sponsors, lenders, and management teams on critical financial initiatives including FP&A, budgeting, forecasting, scenario planning and value creation strategies
• Provide strategic and technical guidance on complex accounting standards such as ASC 606, ASC 842 and assist clients in transaction-related accounting and financial reporting matters
• Lead clients through transformation and transaction scenarios (M&A, carveouts, operating model transformation, technology implementation, business sales/acquisitions)
• Build, deploy, and maintain scalable processes, frameworks, methodologies, and analytical tools that yield step-function improvements for middle-market OCFO functions
• Design, enhance, and integrate performance indicators, dashboards and technology-driven visibility tools using analytics platforms (Power BI, Tableau, SQL, Python, etc.) across diverse datasets
• Recommend and lead implementations of ERP, financial close, consolidation, and automation systems to improve efficiency, accuracy and controls
• Oversee and manage multiple concurrent workstreams and engagements, providing technical and business advisory, and interim management, as required
• Provide coaching and mentorship to junior team members
• Lead internal trainings and best practice sharing
• Lead business development and client relationship efforts
• Lead talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Managing Director, Office of the CFO

• Work with the Portage Point team (Associates to Managing Directors) and our clients to develop comprehensive valuation solutions
• Perform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
• Design financial models including option pricing model, Monte Carlo simulation, binomial models, and other financial models used to value financial instruments (e.g. contingent consideration, management incentive plans with market-based vesting conditions, fixed income securities, swaps, exotic options, convertible debt, commodity derivatives and other securities)
• Support senior leaders in cross-functional engagements across service lines as opportunities arise
• Interview clients, including face-to-face meetings, to gather data and pertinent information
• Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice
• Report and present analyses and conclusions both verbally and in written reports
• Provide coaching and mentorship to junior team members
• Lead internal trainings and best practice sharing
• Support business development and client relationship efforts
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Senior Vice President, Valuations – Complex Financial Instruments

• Work with the Portage Point team (Associates to Managing Directors) and our clients to develop comprehensive valuation solutions
• Perform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory
• Design financial models including option pricing model, Monte Carlo simulation, binomial models, and other financial models used to value financial instruments (e.g. contingent consideration, management incentive plans with market-based vesting conditions, fixed income securities, swaps, exotic options, convertible debt, commodity derivatives and other securities)
• Support senior leaders in cross-functional engagements across service lines as opportunities arise
• Interview clients, including face-to-face meetings, to gather data and pertinent information
• Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice
• Report and present analyses and conclusions both verbally and in written reports
• Provide coaching and mentorship to junior team members
• Support internal trainings and best practice sharing
• Support business development and client relationship efforts
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Vice President, Valuations – Complex Financial Instruments

Data Analyst

• Lead strategic data analytics engagements and oversee the execution of data-driven solutions aligned to transformation, performance improvement, M&A and enterprise growth initiatives
• Partner with firm leaders to identify and cultivate new client relationships and expand existing ones through differentiated analytics capabilities
• Begin to originate revenue through cultivation of network and leadership in the Portage Point coverage model, instilling trust to close new engagements and extensions
• Build and maintain trusted partnerships with CEOs, CFOs, CIOs, sponsors and lenders while influencing decision-making with clear, insight-rich communications
• Drive excellence across ELT, data modeling, architecture design, and integration. Lead application of advanced analytics (AI/ML/NLP) and automation (RPA, scripting)
• Guide clients in building, scaling, and professionalizing data platforms (e.g., Snowflake, Azure, SQL). Instill strong data governance, quality, and compliance frameworks
• Identify opportunities and deploy tools (Power Automate, Alteryx, UiPath) to accelerate time-to-insight and reduce operational friction
• Develop dynamic dashboards, KPIs, and predictive models to support client strategic planning, investor reporting, and cross-functional business management
• Mentor and develop high-performing teams; contribute to best practices, training, recruiting, and firm-building efforts across the OCFO and D&A practices
• Provide coaching and mentorship to junior team members
• Lead internal trainings and best practice sharing
• Lead business development and client relationship efforts
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Senior Director, Office of the CFO – Data Analytics

Director, Office of the CFO – Data Analytics

Director

• Partner directly with senior Portage Point leaders and clients to develop comprehensive transaction solutions across the healthcare and life sciences continuum, including providers, payers, pharma, medtech and digital health
• Lead multiple engagements and cultivate lasting client relationships through sector-focused, insight-driven execution
• Execute buy-side and sell-side financial due diligence with a focus on healthcare-specific dynamics, such as revenue cycle, reimbursement models, physician alignment, regulatory and compliance considerations and payer mix
• Perform quality of earnings, working capital, net debt and cash flow analyses tailored to the unique drivers and risks of healthcare transactions
• Review healthcare-specific contracts and agreements (e.g., MSAs, payer / provider contracts, joint ventures, management service agreements) to identify deal implications
• Draft clear and compelling diligence reports highlighting key findings, including normalized earnings, regulatory risks, operational benchmarks and post-close integration considerations
• Collaborate cross-functionally with PI, TRS and IB teams to deliver integrated solutions that address clinical, operational and financial challenges unique to healthcare organizations
• Contribute to business development and market positioning efforts, helping shape and execute a growth strategy for the Healthcare & Life Sciences solution line
• Build and curate a personal and institutional network of healthcare-focused private equity investors, strategic buyers and executives to drive recurring engagements and revenue growth
• Provide coaching and mentorship to junior team members, promoting healthcare sector acumen and transaction advisory best practices
• Lead or support internal trainings and best practice sharing
• Lead talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Senior Director, Transaction Advisory Services – Healthcare & Life Sciences

• Perform due diligence, including review of tax returns, financials, and other documentation to identify and evaluate potential tax risks and opportunities
• Quantify state income and non-income tax exposures and communicate findings clearly to stakeholders
• Draft client-ready reports summarizing tax issues and attributes identified during diligence
• Review and comment on tax aspects of financial models, purchase agreements and structuring calculations
• Support business development and client relationship efforts, including participating in strategic branding initiatives to highlight TAS practice capabilities
• Provide coaching and mentorship to junior team members
• Lead or support internal trainings and best practice sharing
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Vice President, Transaction Advisory Services – State & Local Tax (SALT)

• Lead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay (PTP), order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence and technical accounting matters
• Provide strategic and technical compliance guidance with ASC 606, ASC 842 and other complex accounting standards
• Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice
• Provide recommendations to clients on ways to leverage Enterprise Resource Platform (ERP) and close process and consolidation tools to more effectively and rapidly track business performance and improve controls
• Develop and deploy scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions
• Leverage financial expertise and project management skills, including a deep understanding of GAAP accounting principles and S-X regulatory compliance to support clients in navigating diverse financial accounting and reporting considerations related to transactions
• Support multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams)
• Advise clients through complex transactional and operational situations, including mergers, acquisitions and carveouts, operating model transformations, selling / buying the business, technology implementations, etc.
• Begin to originate revenue through cultivation of network and leadership in the Portage Point coverage model
• Provide coaching and mentorship to junior team members
• Lead internal trainings and best practice sharing
• Lead business development and client relationship efforts
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture