The Senior Associate will collaborate with leaders and clients to solve financial and operational challenges, conduct analyses, build financial models, create presentations, and support mentoring and business development efforts.
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.
The XFn Senior Associate role at Portage Point Partners represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Associate is a key contributor to our ability to deliver high-impact strategic, financial, and operational solutions across practice lines. The XFn Senior Associate will report directly to senior leaders and play an active role in cross-functional engagements that span the entire deal and transformation lifecycle. You will support key initiatives, manage discrete workstreams, and work closely with clients and senior team members in a fast-paced, entrepreneurial environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Collaborate with senior leaders and clients to solve financial and operational challenges across due diligence, value creation and preservation, transformation, bankruptcy readiness, and IB processes (M&A, restructuring, capital raising)
- Analyze financial statements and operational metrics, including P&L, balance sheets, cash flows, debt schedules, and related KPIs
- Build advanced financial models such as three-statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution, and value creation frameworks with precision and strategic alignment
- Contribute to specialized workstreams such as DIP sizing, first day motions, vendor analysis, SOALs/SOFAs, MORs, KPI development, incentive plan design, liquidation and headcount analytics, general ledger review, footprint optimization, S&OP, org design, go-to-market strategy, and business process transformation
- Create impactful presentations and reporting packages — teasers, CIMs, KPI dashboards, financial performance updates — for boards, executives, investors, and creditors
- 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
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located or willing to relocate to Chicago, Dallas, Los Angeles or New York
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- A minimum of four years of experience in investment banking or private equity
- Formal financial modeling training from a top-tier institution or firm
- Demonstrated ability to build three-statement models, thirteen-week cash flows, dynamic KPI dashboards, and complex ad hoc analyses — or the aptitude to develop mastery quickly
- 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
Top Skills
Data Analysis
Excel
Financial Modeling
PowerPoint
Similar Jobs
.png)
Cloud • Insurance • Payments • Software • Business Intelligence • App development • Big Data Analytics
The Security Engineer will identify and mitigate security vulnerabilities, implement security measures, and work collaboratively with various teams to ensure product security.
Top Skills:
Amazon Web ServicesAnsibleBashGoogle Cloud PlatformKubernetesPowershellPythonTerraform
Cloud • Insurance • Payments • Software • Business Intelligence • App development • Big Data Analytics
As a Software Engineer, you'll develop and test enterprise software solutions, ensuring quality through code reviews, collaborating on design, and maintaining automated testing in a SaaS environment.
Top Skills:
C#ContainerizationCypressGCPGitGoJavaScriptKubernetesNode JsPostgresReactRestsharpSQL ServerTypescriptVisual Studio Code
Consumer Web • Fintech • Mobile • Social Impact • Software
Lead a team of engineers to develop the mobile platform and shared app experience for a fintech company, focusing on architecture and product delivery.
Top Skills:
Ai ToolsReact Native
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
