Associate, Cross-Functional

Summary

Portage Point Partners is a rapidly growing consultancy recognized for its excellence and commitment to delivering best-in-class outcomes. The Associate, Cross-Functional role involves collaborating with senior leaders and clients to address complex financial and operational challenges, while also supporting key initiatives and managing workstreams.

Responsibilities

• Partner with senior team members and clients to tackle complex financial and operational challenges, including due diligence, value creation and preservation, transformation efforts, bankruptcy preparation, and investment banking processes (M&A, restructuring, capital raising)
• Analyze financial statements and key operational data; build models such as three-statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution, and value creation scenarios
• Contribute to restructuring and transformation workstreams including DIP sizing, petition prep, vendor analysis, SOALs, SOFAs, MORs, KPI tracking, incentive plans, liquidation and headcount analysis, GL review, footprint rationalization, S&OP, org design, and go-to-market strategy
• Create high-impact deliverables including teasers, CIMs, KPIs, financial updates, and board-ready reporting for executives, investors, and creditors
• Develop operational forecasts and budgets for active and potential investments and participate in operational, financial and management meetings to share analysis and findings
• 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

Skills

• 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
• Minimum one and a half years of experience in investment banking, consulting, private equity, or formal financial modeling at a top-tier firm
• Proven ability to build three-statement models, TWCFs, dynamic KPI dashboards, and complex ad hoc analyses — or the aptitude to ramp quickly
• Strong executive presence and communication 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

Qualifications

Must Haves

• 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
• Minimum one and a half years of experience in investment banking, consulting, private equity, or formal financial modeling at a top-tier firm
• Proven ability to build three-statement models, TWCFs, dynamic KPI dashboards, and complex ad hoc analyses — or the aptitude to ramp quickly
• Strong executive presence and communication 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