The Vice President will lead complex engagements, build client relationships, manage teams, and drive strategic financial and operational solutions.
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 Vice President at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is a proven leader in client delivery management, essential to shaping and executing high-impact strategy, financial, and operational engagements across our practice lines. The XFn Vice President will report directly to senior leadership and be responsible for guiding complex engagements, mentoring teams, and ensuring best-in-class deliverables. You will lead key initiatives, manage discrete workstreams, and work closely with senior executives, clients, and stakeholders in a fast-paced, collaborative 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
- Develop and implement comprehensive solutions to complex financial and operational challenges across the business lifecycle — including value creation, transformation, performance improvement, and bankruptcy execution
- Build trusted relationships with C-level executives and stakeholders, supporting critical engagements through analysis, strategic guidance, and clear communication
- Manage execution of deliverable workflows alongside Portage Point teams, overseeing liquidity management, case administration, reporting packages, and restructuring plan development
- Identify high-impact opportunities through assessment of organizational effectiveness and reallocate resources to initiatives with the highest risk-adjusted return
- Create streamlined processes, dynamic KPI reporting tools, and board-ready presentations while leading key meetings and constituent communications
- 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
- Five plus years of professional experience, including a minimum of two years in investment banking, consulting, private equity, or restructuring at a top-tier firm
- Proven ability to build trust across stakeholder levels — from senior executives to frontline operators — and consistently deliver strategic, high-impact outcomes
- Advanced financial modeling capabilities, including three-statement forecasts, thirteen-week cash flows, dynamic KPI reporting, and complex ad hoc analyses — or a demonstrated capacity to ramp quickly
- Direct leadership of client and internal teams across PI, TRS, IB, and OCFO workstreams, driving analysis, synthesizing findings, and communicating actionable insights
- Strong interpersonal maturity with an ability to navigate dynamic environments and represent Portage Point with credibility, professionalism, and client-first execution
- 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
Financial Modeling
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