Portage Point Partners

Financial Planning and Analysis

• Lead and execute FDD engagements including Quality of Earnings (QoE), working capital analysis, revenue/EBITDA analysis and cash flow reviews
• Manage carve-outs, synergy assessments and integration reviews
• Deliver high-quality work products aligned with US standards
• Act as primary contact for US-based engagement teams and clients
• Present findings to senior stakeholders effectively
• Manage multiple engagements and mentor junior team members
• Contribute to building Portage Point’s India presence, frameworks and best practices

Vice President, Financial Due Diligence – India Team

• Support execution of FDD engagements including Quality of Earnings (QoE), revenue / EBITDA analysis, working capital reviews and cash flow analysis
• Review financial statements, management reports and transaction materials to identify key trends, risks and value drivers
• Prepare client-ready deliverables including data books, analytical schedules, QoE bridges and executive-level summaries
• Assist in synergy assessments, carve-out analyses and integration support
• Collaborate with US engagement teams and participate in client discussions when required
• Work on multiple engagements simultaneously while maintaining high quality and responsiveness
• Contribute to developing best practices, knowledge sharing and India team processes
• Support business development efforts including research, pitch materials and thought leadership

Associate, Financial Due Diligence – India Team

• Support execution of FDD engagements including Quality of Earnings (QofE), revenue / EBITDA analysis, working capital reviews and cash flow analysis
• Review financial statements, management reports and transaction materials to identify key trends, risks and value drivers
• Prepare client ready deliverables including data books, analytical schedules, QoE bridges and executive level summaries
• Assist in synergy assessments, carveout analyses and integration support
• Collaborate with US engagement teams and participate in client discussions when required
• Work on multiple engagements simultaneously while maintaining high quality and responsiveness
• Provide guidance and mentorship to analysts and junior team members
• Contribute to developing best practices, knowledge sharing and India team processes
• Support business development efforts including research, pitch materials and thought leadership

Senior Associate, Financial Due Diligence, India Team

Director

• Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle
• Work with the Portage Point team of Associates to Managing Directors to lead execution of all deliverable workflows within scope, on time and within budget including using a hypothesis-based approach to quickly close knowledge gaps, source key data and provide analysis, delivering value creation plans with quantum and speed of opportunity capture, creating prioritized tactical action plans focused on what needs to be done by whom and when, supporting business functions to create and implement new assets, artifacts and governance, leading completion of client deliverables and presentations with high-degree of clarity, rigor and attention to detail and driving action plans to completion through interim management, project management, direct execution or execution advisory
• Contribute to the origination and selling of projects including experience pitching to or partnering with senior executives, private equity firms, lenders, lawyers and other related buyers
• Support the development of service-line playbooks, proprietary perspective and thought leadership
• 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, Performance Improvement

Director, Performance Improvement

Accounting Manager

• Support client engagements across core controllership and finance operations, including the development of solutions across procure-to-pay, order-to-cash and record-to-report processes
• Support the engagement team advising clients through situational needs, such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting
• Conduct detailed financial analysis and assist in the deliverable preparation that informs client strategy and decision-making
• Execute buyside and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis
• Draft clear and compelling reports outlining key takeaways
• Apply and interpret complex accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) under the direction of engagement leaders, translating technical conclusions into clear, actionable client recommendations
• Contribute to process design and technology-enabled solution implementation that improves reporting quality, controls, scalability and efficiency
• Develop data driven models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to deliver insights
• Collaborate with senior team members to evaluate client performance, diagnose root cause issues, identify improvement opportunities and prepare actionable recommendations
• Participate in client meetings, helping translate findings into actionable insights and supporting the execution of proposed solutions and building trusted relationships with management teams and sponsors
• Assist in the development of methodologies, templates and best practices that build the OCFO and TAS practices
• Collaborate closely with PI, VAL, TRS and IB colleagues
• 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

Senior Associate, Accounting Advisory

• Lead and support end-to-end client engagements across core controllership and finance operations, including procure-to-pay, order-to-cash, record-to-report and manage or contribute to engagement teams advising clients through situational needs such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting
• Conduct and oversee detailed financial analysis and assist in deliverable preparation that informs client strategy and decision-making
• Execute buyside and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis
• Draft clear and compelling reports outlining key takeaways
• Provide technical and strategic accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) and translate into broader business and stakeholder implications for clients
• Advise clients on process design, technology-enabled solution implementation and scalable finance processes to improve reporting
• Develop data models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to provide clear, data-driven insights
• Collaborate with senior team members to evaluate client performance, diagnose issues across the finance operating model, identify improvement opportunities and prepare / prioritize actionable recommendations
• Lead client meetings, helping translate findings into actionable insights, manage stakeholder expectations and supporting the execution of solutions
• Lead the development, standardization and continuous improvements of methodologies, templates and best practices that enhance the OCFO and TAS practices
• Collaborate closely with PI, VAL, TRS and IB colleagues
• 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