Summary
Portage Point Partners is a rapidly growing consultancy recognized for its excellence and impact in the professional services industry. The XFn Senior Vice President will lead client delivery, manage strategy and operational engagements, and develop high-impact solutions while fostering relationships with key stakeholders.
Responsibilities
- Lead development and execution of comprehensive solutions to complex financial and operational challenges across the business lifecycle, including value creation, transformation, performance improvement, and bankruptcy preparation
- Build and maintain trusted relationships with C-level executives, stakeholders, and key constituents while managing multiple workstreams, deliverables, and negotiations to ensure engagement success
- Assess organizational effectiveness and identify high-impact opportunities for operational improvement, value preservation, and strategic resource allocation
- Oversee liquidity management and case administration, including cash flow forecasting, bankruptcy reporting, and support for business and restructuring plan development
- Drive the creation of executive-level deliverables — KPI dashboards, performance reports, board presentations, and investor communications — while cultivating a robust referral network of private equity, lending, legal, and industry relationships
- Provide coaching and mentorship to junior team members
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Lead 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
- Seven plus years of professional experience, including at least two years in investment banking, consulting, private equity, or restructuring at a top-tier firm — plus additional time advising, investing, or supporting stakeholders through a traditional or non-traditional path
- Proven leadership in complex transformation, restructuring (in and out of court), and investment banking engagements, guiding both clients and teams across dynamic environments
- Expertise in financial modeling, including three-statement forecasts, thirteen-week cash flows, KPI dashboards, and complex ad hoc analysis
- Strong interpersonal acumen, with a track record of building trust across all levels — from senior executives to frontline stakeholders — and consistently delivering above expectations
- Active engagement across PI, TRS, and OCFO workstreams through analysis, information requests, and clear presentation of strategic opportunities and insights
- 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
- Seven plus years of professional experience, including at least two years in investment banking, consulting, private equity, or restructuring at a top-tier firm — plus additional time advising, investing, or supporting stakeholders through a traditional or non-traditional path
- Proven leadership in complex transformation, restructuring (in and out of court), and investment banking engagements, guiding both clients and teams across dynamic environments
- Expertise in financial modeling, including three-statement forecasts, thirteen-week cash flows, KPI dashboards, and complex ad hoc analysis
- Strong interpersonal acumen, with a track record of building trust across all levels — from senior executives to frontline stakeholders — and consistently delivering above expectations
- Active engagement across PI, TRS, and OCFO workstreams through analysis, information requests, and clear presentation of strategic opportunities and insights
- 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