Senior Associate, Cross-Functional

Summary

Portage Point Partners is a rapidly growing consultancy recognized for its excellence and impact in the professional services industry. The XFn Senior Associate will play a key role in delivering strategic, financial, and operational solutions across various practice lines, collaborating closely with senior leaders and clients in a dynamic environment.

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

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
• 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
• 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
• 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
• 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