Director, Transaction Advisory Services

Portage Point Partners

Director of Transaction Advisory Services developing solutions for private equity and corporate clients. Leading financial diligence engagements within a high-performance culture at Portage Point Partners.

Posted 5/14/2026full-timeChicago • California, Illinois, New York, Pennsylvania, Tennessee, Texas • 🇺🇸 United StatesLead💰 $400,000 - $625,000 per yearWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges
Lead engagements developing relationships through best-in-class execution
Formulate, oversee and lead multiple engagements while guiding and coaching junior team members
Execute buy-side and sell-side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, cash flow analysis, potential liabilities and risk analysis
Draft clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations
Create and manipulate financial models
Review transaction agreements, customer and vendor contracts
Curate a personal network that will result in a consistent book of business and increased practice line revenues
Collaborating closely with performance improvement, restructuring and investment banking colleagues
Lead internal trainings and best practice sharing
Lead and support business development and client relationship efforts
Support talent acquisition and firm-building initiatives
Contribute to a high-performing, inclusive and values-driven culture

Requirements

What you’ll need

Bachelor’s degree from a top undergraduate program
Located in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, New York or Philadelphia
Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
Certified Public Accountant required
10+ years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big Four accounting firm
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 including planning, organizing, coordinating and managing team members and clients
Readiness to have a direct impact on revenue growth
Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis
Superior written and verbal communication skills, including executive-ready presentation and reporting skills
Proven ability to thrive in lean, fast-moving teams
High attention to detail, responsiveness and ownership mindset
Track record of success in high-pressure, client-facing environments

Benefits

Comp & perks

Comprehensive benefits
Equity participation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial due diligencefinancial modelingthree statement modelsdynamic KPI packagesad hoc analysisUS GAAP principlesquality of earnings analysiscash flow analysisworking capital analysisrisk analysis

Soft Skills

engagement leadershipclient managementproject managementteam collaborationcommunication skillsattention to detailownership mindsetresponsivenesscoachingbusiness development

Certifications

Certified Public Accountant