Senior Associate, Cross-Functional

Portage Point Partners

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Chicago / Dallas / Los Angeles / New York hybrid Until 8/22/2026 First posted March 26, 2025 Last posted March 26, 2025
Job description
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

Compensation (from employer):
250000–375000 USD per year

About this role

Summary

Support financial and operational strategic projects, build financial models, and advise clients.

Job title

Senior Associate, Cross-Functional

Experience level

4+ years

Industry

professional services

Location requirements

Willing to relocate to Chicago, Dallas, Los Angeles, or New York, or remote

Salary

250000–375000 USD per year

Management role

Yes

Skills & keywords

Required skills

financial modelingcash flow analysispresentation skillsclient management

Preferred skills

team collaborationtraining and mentoringbusiness development

Specializations

financial modelingtransaction advisoryclient engagementoperational analysis
Locations

Structured locations inferred from the posting.

Chicago, IL, USA

Hybrid City

Dallas, TX, USA

Hybrid City

Los Angeles, CA, USA

Hybrid City

New York, NY, USA

Hybrid City

United States

Remote Country