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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 TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The TAS Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast-paced, entrepreneurial environment. This role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business’s strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies. Responsibilities • Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges, • Execute buy and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, • Draft clear and compelling reports outlining key takeaways and participating in management meetings, • Review transaction agreements, customer and vendor contracts, • Collaborate closely with performance improvement, restructuring and investment banking colleagues, • Support internal trainings and best practice sharing, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, New York or Philadelphia, • Invested in a team-based culture motivated to collaborate in office four days per week and willing to work at client sites as needed, • At least one year of financial due diligence and / or two years of audit experience within a Big Four accounting firm, • Active Certified Public Accountant (CPA) license required, • Familiarity with Tableau and Alteryx preferred, • Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis, • Ability to successfully work in a small, collaborative team environment, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Vice President, TAS SALT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Vice President role is foundational to our ability to deliver integrated strategy, financial, and operational solutions across key practice areas while serving private equity firms, direct lenders, and corporate clients. The Vice President will report directly to senior leaders and will oversee a broad range of responsibilities across buy-side and sell-side transactions, post-closing integration, restructuring and OCFO support. You will support key initiatives, assist with discrete workstreams, and work closely with senior leaders. 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 • Perform due diligence, including review of tax returns, financials and other documentation to identify and evaluate potential tax risks and opportunities, • Quantify state income and non-income tax exposures and communicate findings clearly to stakeholders, • Draft client-ready reports summarizing tax issues and attributes identified during diligence, • Review and comment on tax aspects of financial models, purchase agreements and structuring calculations, • Support business development and client relationship efforts, including participating in strategic branding initiatives to highlight TAS practice capabilities, • Provide coaching and mentorship to junior team members, • Lead or support internal trainings and best practice sharing, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, New York or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • CPA, JD (with bachelor’s degree in accounting preferred), Master’s in Taxation or LLM, • Five plus years of relevant experience in a mergers & acquisitions tax practice at a Big Four accounting firm, Big Law firm or similar firm, • Knowledge of and experience with federal and state income tax, non-income tax and unclaimed property issues, with the capability to perform research and effectively apply knowledge and experience to client situations, • Ability to take information learned and calculate and communicate clear and concise observations, exposures and recommendations, • Experience collaborating with clients to identify needs and tailor project deliverables; interest in contributing to branding and business development initiatives, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting 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), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Director, TAS // Federal Transaction Tax represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Director will be a leader serving private equity, direct lenders and corporate clients by supporting buy-side and sell-side transactions, transaction structuring, and transaction-related modeling. This role is intended for a strong federal transaction tax generalist with meaningful experience in partnership taxation and partnership tax modeling. The Director will report directly to senior leaders and oversee a broad range of responsibilities across buy-side and sell-side transactions, post-closing integration, restructuring, and related advisory workstreams. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. 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 • Perform and lead federal tax due diligence on buy-side and sell-side transactions, including review of tax returns, legal documents, financial information, and other diligence materials to identify and evaluate material tax risks and opportunities, • Advise clients and engagement teams on transaction structuring alternatives, including the federal income tax consequences of taxable and tax-free transactions involving corporations, LLCs, and partnerships, • Review and analyze tax aspects of financial models, purchase agreements, rollover structures, and structuring calculations, • Build and review transaction-related models addressing basis step-up, tax attribute utilization, interest limitation considerations, transaction costs, stock versus asset considerations, and related tax economics, • Support the team in analyzing partnership tax matters, including sections 704(b), 704(c), 705, 707, 731, 734, 743, 751, and 754, as relevant, and apply those rules to rollover structures, basis adjustments, disguised sale issues, debt allocations, hot asset issues, and other partnership-specific transaction matters, • Analyze and model partnership transaction issues, including section 754 elections, inside and outside basis adjustments, section 704(c) layers, disguised sales, liability allocation questions, and related tax consequences arising in acquisitions, restructurings, and internal reorganizations, • Draft clear, concise, client-ready memoranda and reports outlining key tax issues, modeling outputs, structuring observations, and recommendations, • Assist with sell-side tax support, including tax issue identification, bidder Q&A support, and review of tax provisions in transaction documents, • Provide practical tax input on post-close integration, restructuring, and other transaction-adjacent matters as needed, • Provide coaching and mentorship to junior team members, • Lead or support internal training and sharing best practices, • Lead or support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • CPA, Masters in Taxation or JD / LLM is preferred, but not required, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • 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 relevant experience in a mergers & acquisitions tax practice at a large public accounting firm, large law firm or similar, • Strong experience in federal transaction tax, including buy-side due diligence, transaction structuring and transaction-related modeling, • Meaningful experience with partnership taxation, including analyzing and applying partnership tax rules in transactional work; experience with rollover structures, basis adjustments, disguised sale issues, debt allocations, and related modeling strongly preferred, • Ability to translate complex information into clear, concise observations, exposures, recommendations and structural alternatives, • Advanced analytical and problem-solving capabilities, with a proven ability to turn complex information into effective strategies and outcomes, • Skilled in transforming data into actionable reports and models using Excel for large-scale data management and manipulation, • 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, • Superior written and verbal communication skills, including executive-ready presentation and reporting skills In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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). Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the OCFO practice. The Director, OCFO AACT at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This position is a high-visibility role, providing advice, leadership and project execution for clients on transaction accounting matters and within the controllership function to drive process and technology improvement. The Director will report directly to the OCFO Practice Line Leader and empower clients to modernize their financial operations through innovative technology and streamlined processes. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. 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 • Lead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay, order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence, IPO readiness and post-transaction accounting, • Provide technical and strategic accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) and translate into broader business and stakeholder implications for clients (sponsors, lenders and management teams), • Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice, • Provide recommendations to clients on ways to leverage Enterprise Resource Platform (ERP) and close process and consolidation tools to more effectively and rapidly track financial performance and improve controls, • Develop and deploy scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions, • Leverage financial expertise and project management skills, including a deep understanding of GAAP accounting principles and S-X regulatory compliance to support clients navigating diverse transactions-related financial accounting and reporting considerations, • Support multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams), • Advise clients through complex transactional and operational situations, including mergers, acquisitions, carveouts, operating model transformations and technology implementations, • Lead business development and client relationship efforts, • Begin to originate revenue through network cultivation, lead business development and foster strong client relationship, • Lead client meetings, helping translate findings into actionable insights, manage stakeholder expectations and supporting the execution of solutions, • Lead the development, standardization and continuous improvements of methodologies, templates and best practices that enhance the OCFO practice, • Support talent acquisition and firm-building initiatives, • Provide coaching and mentorship to junior team members, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree in finance, accounting, business administration or a related field; advanced degree or professional certification (MBA, CFA) preferred, • Active CPA license required, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • At least 10 years of progressive experience in financial consulting, advisory services and / or audit, • Experience in operational accounting, finance or controllership roles a plus, • Deep understanding of GAAP accounting principles and financial reporting (ASC 606, ASC 805 and ASC 842) with experience advising complex technical matters and stakeholder impact, • Complete proficiency in financial modeling and financial statements analysis as well as accounting treatments, • Proficiency in financial technologies and tools (e.g., NetSuite, Sage Intacct, Microsoft Dynamics, Blackline, Floqast, etc.), • Bias towards and track record of leveraging technology and automation solutions (Power BI / Tableau, Power Automate, UI Path, Automation Anywhere) to drive business process efficiency, • Proven ability to lead complex engagements, manage multiple priorities and deliver executive-ready results, • 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 environment In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Director, TAS // Healthcare & Life Sciences at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director will serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Director, Healthcare & Life Sciences will report directly to the TAS Practice Line Leader and manage a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. This person will lead key initiatives, manage discrete workstreams and work closely with senior leaders. 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 • Partner directly with senior Portage Point leaders and clients to develop comprehensive transaction solutions across the healthcare and life sciences continuum, including providers, payers, pharma, medtech and digital health, • Lead multiple engagements and cultivate lasting client relationships through sector-focused, insight-driven execution, • Own the engagement lifecycle, including scoping and contracting, resource planning and staffing, budget development, WIP management, and timely billing and collections, • Execute buy-side and sell-side financial due diligence with a focus on healthcare-specific dynamics, such as revenue cycle, reimbursement models, physician alignment, regulatory and compliance considerations and payer mix, • Perform quality of earnings, working capital, net debt and cash flow analyses tailored to the unique drivers and risks of healthcare transactions, • Support clients through transaction negotiations, including purchase agreement review and working capital definition and negotiation, • Review healthcare-specific contracts and agreements (e.g., payer / provider contracts, joint ventures, management service agreements) to identify deal implications, • Draft clear and compelling diligence reports highlighting key findings, including normalized earnings, regulatory risks, operational benchmarks and post-close integration considerations, • Collaborate cross-functionally with PI, TRS and IB teams to deliver integrated solutions that address clinical, operational and financial challenges unique to healthcare organizations, • Lead proposal development and pitch delivery for healthcare & life sciences opportunities, including cross-sell into PI, TRS, VAL and IB, • Begin building a personal and institutional network of healthcare-focused private equity investors, strategic buyers and executives to drive recurring engagements and revenue growth, • Provide coaching and mentorship to junior team members, sharing healthcare sector acumen and transaction advisory best practices, • Lead or support internal trainings and best practice sharing, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Miami, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • Active Certified Public Accountant (CPA) license required; CFA or healthcare-related certifications (e.g., HFMA CHFP) is a plus, • At least eight years of financial due diligence and transaction advisory experience, with a significant focus on healthcare and life sciences transactions (providers, payers, pharma, biotech, medtech or healthcare IT), • Professional experience within a Big Four accounting or top-tier advisory firm leading healthcare-focused diligence engagements, • Understanding of US GAAP principles and healthcare-specific accounting considerations, including revenue recognition under ASC 606, value-based care arrangements and third-party payor dynamics, • Strong financial modeling and data visualization skills; familiarity with Tableau, Alteryx and healthcare data sources (CMS, HCRIS, etc.) preferred, • Proven ability to lead teams in high-pressure, client-facing environments and drive solution development for complex, regulated markets, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Director, Financial Services role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director is the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence, with the ability to specialize within certain FIG subsectors as desired/per specific expertise. The Director will report directly to the TAS Practice Line Leader and manage quality of earnings, advise sponsors on valuation and risk matters and support financial services business development. This person will support key initiatives, manage discrete workstreams and work closely with senior leaders. 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 • Partner directly with senior Portage Point leaders and clients to develop comprehensive solutions to complex transactional challenges within the financial institutions sector, • Facilitate client discussions and developing relationships through best-in-class execution with bank sponsors, private equity firms and lenders, • Leverage industry-specific expertise and applying FIG-appropriate valuation frameworks to assess the operations of a wide array of businesses within the financial services industry, • Execute buy-side and sell-side diligence including but not limited to quality of earnings analysis, portfolio/revenue/margin assessment, credit risk evaluation, regulatory compliance review, working capital and net debt consideration analysis, • Draft clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations, • Review financial services-specific contracts and agreements (e.g., loan and credit agreements, servicing agreements, reinsurance treaties, broker-dealer and custody agreements) to identify deal implications, • Review transaction agreements, customer and vendor contracts and other business specific contracts or agreements, • Contribute to marketing and FIG business development efforts, • Support practice development initiatives, • Collaborate closely with performance improvement, restructuring and investment banking colleagues, • Provide coaching and mentorship to junior team members, • Lead or support internal training and sharing best practices, • Lead or support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • Active Certified Public Accountant (CPA) license required, • Eight plus years of financial due diligence experience with exposure to financial services or insurance sector transactions, or a combination of audit and financial due diligence experience within a Big Four accounting firm, • Deep understanding of US GAAP principles and financial services-specific accounting considerations, • Proficiency with specialized financial modeling tools, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Portage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational and financial perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB), operational turnaround and financial restructuring (TRS). Recognized for accelerated growth, Portage Point Partners is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the firm’s focus on excellence, intensity and pace and ability to attract blue chip and bulge bracket talent committed to delivering impactful solutions. The IB team advises founders, entrepreneurs, financial sponsors and investors across software, technology and tech services on M&A, debt and equity capital transactions, recapitalizations, and where applicable, restructurings, §363 sales, acquisition and Debtor-in-Possession (DIP) financings and liability management. Intensely focused on the middle market, our team delivers bespoke solutions and unique perspectives to every client. Our talent structure ensures clients receive top-level support throughout the entirety of the transaction and affords junior talent the opportunity to work directly alongside firm stakeholders. The Vice President, Tech IB // M&A role offers an ideal opportunity for candidates with technology sector expertise to leverage the firm’s rapidly expanding platform to support the execution and delivery of all workflows necessary to consummate transactions for our middle-market clients. As a Vice President, Technology Investment Banking // M&A at Portage Point, you will work on a variety of transactions across software, technology and tech services that provide exposure to various investment banking services, including mergers and acquisitions, growth equity, private placements of debt and equity securities and other financial advisory services. The role represents a unique opportunity for a highly capable professional with a strong tech sector foundation to make substantial contributions to overall firm growth in a fast-paced and entrepreneurial environment. Responsibilities • Work with the Portage Point Technology IB team (Associates to Managing Directors) to execute all deliverables necessary to consummate transactions for our middle-market technology clients primarily on domestic and cross-border M&A transactions, • Play an integral role on Technology IB deal teams, provide execution support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, growth equity, private placements and other financial advisory services for clients, • Lead the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation, • Create and present internal and external client deliverables, • Support the creation of client marketing materials (Teasers, Confidential Information Presentations, Management Presentations, etc.) to be distributed to prospective investors, • Aid with the management of, and compliance with, all administrative standard operating procedures associated with a transaction, • Provide professional development coaching to junior team members, • Share and manage best practices as well as lead internal trainings where required, • Support business development efforts within the tech ecosystem, including origination and relationship-building with founders, financial sponsors and strategic acquirors, while maintaining strong relationships with existing clients, • Maintain current knowledge of tech sector trends, financing activity and public and private market valuation benchmarks across various subsectors in software, tech and tech services, • Support talent acquisition and firm development efforts, • Contribute to creating a high-performing and inclusive cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located or willing to self-relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia, • Willing to go into the local Portage Point office four days a week, • Willing to work at client sites as needed, • Seven plus years of experience working for a top-tier investment bank at the Associate or Vice President level is preferred, with direct experience advising technology, software or tech services companies strongly preferred, • Genuine interest in and knowledge of the tech sector including emerging trends across software, tech services and AI, • Strong financial modeling skills and an excellent grasp of corporate finance and valuation methodologies including DCF, LBO, merger modeling, trading and transaction comparables, with fluency in tech-specific valuation frameworks (e.g. revenue and ARR based valuation, SaaS unit economics, retention metrics), • Series 79 and 63 licensing preferred or the ability to obtain within 120 days of employment, • Ability to successfully work in a small, collaborative team environment, • High degree of maturity with a proven ability to interact with senior executives, tech founders, private equity and growth equity firms, lenders, lawyers, middle managers and line workers, • Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting, • Eagerness to be responsive at all times, • Proven track-record of success in high pressure, time-constrained environments, • Excellent written and verbal communication skills including strong e-mail etiquette, • Top-tier organizational skills and attention to detail, • Self-starter and entrepreneurial spirit The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. The Managing Director, Capital Advisory role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director would become the fourth senior member of Portage Point's growing Capital Advisory team, a key addition as the IB team scales its IB practice and extends the firm's capital solutions to its clients. The Managing Director will report directly to the Head of Investment Banking and be responsible for developing new and existing client relationships, leading complex capital raising engagements (including leveraged buyouts, acquisition financings, refinancings, recapitalizations, growth capital and liquidity financings) and ensuring every engagement is delivered with the highest quality and impact. This person will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing advisory firm, this is the right role for you. Responsibilities • Lead execution of all deliverable workflows alongside the Portage Point team, from Associates through Managing Directors, • Oversee the preparation of financial models, company marketing materials and client presentations, • Manage investors throughout the capital raising process, including overseeing their diligence, • Direct research and analysis in support of thematic publications and new business generation, • Maintain an expert understanding of the drivers of credit quality and valuation, the mechanics of credit agreements and investment documentation, market dynamics and the landscape of debt and equity investors, • 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 cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week, • 15+ years of investment banking and/or lending experience, with a focus on raising capital in connection with, among other things, leveraged buyouts, acquisitions, refinancings, recapitalizations, growth and liquidity financings or secondaries and continuation vehicles, in each case, ideally focused on the middle market, • Track record of successfully executing debt, equity or hybrid financings through changing market conditions and cycles, with experience advising privately held and sponsor-backed businesses, • Commanding knowledge of current market terms and trends, with deep relationships across private and public lending institutions, including commercial banks, private and public debt funds and equity capital providers, • Maintains Series 79 and 63 FINRA licenses or must obtain within 120 days of employment, • Expert in project management and client-facing activities, including leading client presentations and business development meetings, developing work plans, supervising teams and coordinating with internal and external service providers, • Direct experience in client and engagement development, negotiating and selling, and leading engagement teams, with a demonstrated ability to consistently develop new business across a network of corporate relationships, private equity sponsors, lenders and lawyers, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 TRS team tackles urgent, complex challenges with speed and impact. As former operators, investors and lenders, the TRS team combines blue chip experience with intense focus to consistently deliver tailored solutions across operational turnarounds and financial restructurings. The Managing Director, TRS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director, TRS is a client delivery leadership position for highly capable professionals to make substantial contributions to overall firm growth. The Managing Director, TRS will report directly to the Practice Line Leader, TRS and will focus on developing new and existing client relationships as well as ensuring all aspects of strategic, operational and financial engagements are delivered with the highest quality standards and impact. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. 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 • Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle including formulating and implementing value creation and business transformation plans, contingency planning and bankruptcy preparation / execution, • Work with the Portage Point team of Associates to Managing Directors to lead execution of all deliverable workflows, • Assess organizational and individual structures and effectiveness, • Oversee liquidity management (cash flow forecasting, treasury operations and stakeholder communications), case administration (filing preparation, bankruptcy reporting, claims support and plan support) and supporting the development and formulation of business / restructuring plans, • Identify areas for operational improvements and cost reduction, • Review detailed financial projections and business plans, • Review executive reporting packages including key performance indicators (KPIs), financial performance, budget, board of director presentations and stakeholder presentations, • Structure and incorporate streamlined processes to improve efficiencies, • Identify and re-allocate resources to operational, growth, financial and strategic initiatives with highest risk adjusted return, • Present KPIs, financial performance, budget, board of director presentations, stakeholder presentations, • Lead various operational, financial and management meetings and key constituent communications / negotiations, • Contribute to the origination and selling of projects including experience pitching to or partnering with senior executives, private equity firms, lenders, lawyers and other related buyers, • Advise clients and makes decisions that demonstrate expertise, synthesizing the core drivers of both the clients’ business, situational analyses and the underlying complexity of the situation to maximize value, • Provide coaching and mentorship to junior team members, • Lead or support internal trainings and best practice sharing, • Lead business development and client relationship efforts, • Lead talent acquisition and firm-building initiatives, • Contribute to creating a high-performing and inclusive cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • Significant experience in the areas of strategic, financial or operational consulting, investment banking, restructuring / distressed, private equity, lending and/or industry roles, • Proven leader in the delivery of high-value work that exceeds client expectations, • Demonstrated capability of developing new business transformation, restructuring and interim management, • Deep experience supervising other professionals and acting in a manner that serves to motivate, develop and bring out the best in others. Provides clear direction, coaching and mentoring to team members, • Mastery of financial modeling including ability to review three statement models, 13-week cash flows, dynamic KPI packages and complex ad hoc analysis, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Telecommute (you can work from home, work or school). Some In-Home Usage Tests projects may require participants to use MFour’s Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion® insights to gain unparalleled depth of responses). Product Tes

Telecommute (you can work from home, work or school). Some In-Home Usage Tests projects may require participants to use MFour’s Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion® insights to gain unparalleled depth of responses). Product Tes

Telecommute (you can work from home, work or school). Some In-Home Usage Tests projects may require participants to use MFour’s Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion® insights to gain unparalleled depth of responses). Product Tes

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 PI team partners with private equity sponsors, lenders and corporates to drive value creation, performance enhancement and transformation across the business and investment lifecycle. This high-output, low-ego team delivers strategy through execution that is tailored to each client’s needs. The Senior Director role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Director is a critical leader within the Performance Improvement practice, focused on advising private equity clients on human capital strategy across the deal lifecycle – from HR due diligence through value creation planning and post-transaction execution. The Senior Director will report directly to the Practice Leader and partner closely with deal teams, operating partners and portfolio company leadership to assess people-related risks and opportunities, inform investment decisions and design and implement scalable HR operating models. This person will lead key initiatives, manage discrete workstreams and work closely with senior leaders. 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 • Lead buy-side and sell-side HR due diligence engagements, assessing workforce structure, labor costs, incentive design, compliance and organizational effectiveness to identify human capital risks and value creation opportunities that impact EBITDA and exit readiness, • Translate HR, compensation and workforce data into clear, executive-ready insights and actionable recommendations that inform investment decisions and value creation planning, • Design and implement scalable HR operating models, including organizational design, governance, service delivery and technology enablement to support growth, integrations and carve-outs, • Lead post-close HR transformation initiatives in PE-backed environments, driving organizational alignment, performance enablement and disciplined execution across complex, multi-workstream programs, • Contribute to practice growth through business development support, solution design and thought leadership, helping expand human capital capabilities across the private equity ecosystem, • 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 cultureQualifications, • Bachelor’s degree in Human Resource Management, Business, Organizational Development or a related field, • Master’s degree (MBA, MSOD, MHR) strongly preferred, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Miami, Nashville, New York, Palm Beach, Philadelphia or Tampa, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • 10 plus years of experience in HR consulting and transformation, with significant exposure to private equity or transaction-driven environments, • Strong knowledge of federal and state employment regulations (e.g., paid leave, wage and hour, worker classification), with the ability to assess compliance risk and related structuring implications, • Proven experience leading HR due diligence across workforce, compensation, benefits and compliance, including evaluation of defined benefit pensions, post-retirement obligations and related regulatory and funding risks, • Deep expertise in HR operating models across people, process, technology, and service delivery, • Strong understanding of PE value creation, integration, carve-outs and exit preparation, • Exceptional leadership and strategic thinking skills demonstrated by the ability to influence senior stakeholders and deliver results in complex environments, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionJob Title: Lead Engineer II, IBS (Deltek Functional) Work Location: Remote Duration of Assignment: 12+ Months Pa Rate Range: $60.00 - $80.00/hr Job Description: This position delivers value by primarily working as the Deltek CP/TES Functional resource with overall responsibility for support and operations as an integral member of the Niche SOR Application Support team. This role will play a critical role in delivering client service and the value proposition of the Clent’s Deltek platform including resolving issues in production as well as implementing new capabilities. Principal Duties: Primary duties and responsibilities. List duties in order of importance; this outline does not specify each and every task that might be performed. Indicate percentage of time spent on each task. Duties System Functional Support: • Collaborate with Finance and Accounting teams to optimize the use of Deltek CostPoint., • Analyze, troubleshoot, and resolve functional issues within the Deltek ERP ecosystem., • Ensure compliance with federal regulations and Client engagement requirements.Enhancements and Optimization:, • Identify opportunities to streamline business processes and enhance system capabilities., • Work with cross-functional teams to design and implement system improvements., • Support the configuration and testing of updates, patches, and new features.Stakeholder Collaboration:, • Serve as the bridge between technical teams and business users, ensuring alignment of system functionality with business goals., • Conduct training sessions and create documentation to empower end-users.Compliance and Governance:, • Ensure system usage aligns with internal controls, governance standards, and federal regulations., • Maintain awareness of updates to accounting standards and implement changes as necessary.Qualifications:, • Bachelor's degree in Accounting, Finance, Information Systems, or a related field., • 7+ years of experience working with Deltek CostPoint ERP in a functional role., • Demonstrated expertise in professional services organizations., • Prior experience supporting federal engagements is highly desirable., • Manage relationships with counterparts in system of record or system in action applications including functional owners or work streams, • Strong understanding of accounting principles and practices, including federal compliance., • Familiarity with Deltek modules such as CostPoint, Time & Expense, and reporting tools., • Excellent communication and problem-solving skills., • Ability to work in a collaborative environment, balancing technical and business needs.

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 Delivery Enablement (DE) team supports internal stakeholders by providing a robust operational backbone across TAS, Valuations, TES, OCFO, PI, IM, IB and TRS. The team includes Talent Acquisition, Human Resources (HR), Marketing, Data Analytics, Finance & Accounting and Delivery Excellence. As Portage Point continues to grow, the DE team is laser focused on scalability, quality and automation. The Human Resources Business Partner (HRBP) at Portage Point offers an exciting opportunity for a driven and dynamic professional to play a pivotal role in shaping the employee experience within a fast-paced, entrepreneurial environment. This role is ideal for someone who thrives on building strong relationships across all organizational levels and enjoys balancing strategic advisory work with hands-on HR operations. The HRBP will serve as a trusted advisor to Practice Line Leaders (PLLs), functional leaders and team members while owning the operational backbone of the employee lifecycle across benefits, compliance and performance management. Reporting directly to the Head of Human Capital Management (HCM), the HRBP will collaborate closely with a small, agile team to execute high-impact initiatives and contribute meaningfully to Portage Point’s continued growth and success. Responsibilities • Serve as a trusted advisor to Practice Line Leaders (PLLs), functional leaders and managers on performance management, employee relations, team effectiveness, organizational design and succession planning, building deep knowledge of each practice line’s business and talent needs, • Lead employee relations matters end to end, including accommodations, investigations, performance concerns and separations, engaging external counsel where appropriate, • Partner with the HCM team to drive the semi-annual performance management cycles end to end, including goal setting, calibration and ownership of the performance management system (Lattice), and refine the career framework, job architecture and competency frameworks across practice lines, • Own the employee lifecycle from onboarding through offboarding, including a tailored executive onboarding program, and establish the documentation and standards that support consistent execution in partnership with the HCM team in India, • Lead total rewards in partnership with the Head of HCM, the benefits broker, Accounting & Finance, spanning benefits and open enrollment, retirement plans, leaves of absence, benchmarking compensation and year-end recommendations, • Own HR compliance across Portage Point’s multi-state footprint, including labor law monitoring and postings, policy and handbook updates, HR audits (e.g., I-9, FLSA, EEOC) and internal immigration processes managed with external counsel, • Partner with the Chief Compliance Officer (CCO) on broker-dealer and FINRA requirements, including registration administration, Form U4 and U5 filings and internal reviews, • Champion operational excellence by streamlining and automating HCM processes and leveraging AI solutions in partnership with the Data Analytics team on HR dashboards that deliver accurate, actionable insight, • Support employee engagement and Learning & Development initiatives, including the annual engagement survey from design through action planning, • Provide coaching and mentorship to junior team members across the HCM team, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program in HR or a related field, • Located in or willing to relocate to Chicago, Dallas or New York, • Invested in a team-based culture, motivated to collaborate in office four days per week, • Six plus years of HR experience within professional services, investment banking or private equity; at least four years in an HRBP role or similar, • Proven ability to lead performance management cycles end to end, including goal setting, calibration and competency framework development, plus experience building career frameworks and job architecture, • Proven track record managing complex employee relations matters end to end, including accommodations, investigations and separations, with experience supporting flight-risk assessment and retention planning for senior talent, • Strong understanding of HR compliance across a multi-state footprint, including labor laws, immigration and regulatory reporting (I-9, FLSA, EEOC); broker-dealer or FINRA exposure is a plus, • Hands-on benefits and total rewards experience, including open enrollment, retirement plans, leaves administration and market survey participation to support compensation recommendations, • Demonstrated ability to build and scale HR infrastructure in a high-growth environment, including documenting processes for consistent execution across a globally distributed team, with a focus on automation and AI, • Experience with HR tools and systems; exposure to Lattice (performance management system) and TriNet or a comparable HRIS is a plus, • Strong executive presence and communication skills, • Proven ability to thrive in lean, fast-moving teams, • High attention to detail, responsiveness and an ownership mindset, • Track record of success in high-pressure environments In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision. The Senior Director, TAS Tax Reporting and Readiness role represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Director will serve private equity, direct lenders and corporate clients by helping them navigate transaction-related tax accounting matters, post-close integration, audit support, sell-side and IPO readiness, carve-out issues and tax function support. The Senior Director will report directly to the TAS practice line leader and advise clients on issues related to tax reporting, tax operations and tax governance in connection with transactions, transformation and readiness events. This person will lead key initiatives, manage discrete workstreams and work closely with senior leaders across the firm. 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 • Advise clients on tax reporting and transaction-related tax accounting matters arising from acquisitions, divestitures, carve-outs, restructurings, IPO readiness efforts and other corporate actions, • Support clients with post-close integration of tax reporting processes, tax balances, tax attributes and related workstreams, • Assist clients and engagement teams with carve-out tax reporting, separation issues and opening balance sheet considerations, • Support audit readiness and auditor interaction with respect to transaction-related tax accounting issues, tax balances and related documentation, • Assist clients with sell-side readiness and IPO readiness by identifying and helping address tax reporting, process, governance and documentation gaps that may affect diligence, audit, or transaction execution, • Evaluate and improve tax reporting processes, close calendars, controls, governance frameworks and interaction models with incumbent tax preparers and auditors, • Develop practical recommendations regarding tax data needs, reporting packs, account mapping and tax-sensitive close process design, • Assess and support redesign of tax function roles, responsibilities, workflow and interaction models within finance organizations, including coordination with shared services, external preparers and auditors, • Support tax function assessments and related advisory work concerning tax operating model, governance, readiness and process design, • Review and analyze tax aspects of financial models, purchase agreements, transaction structures and related accounting conclusions, • Draft clear, concise, client-ready reports, memoranda and presentations summarizing tax accounting issues, risks, observations and recommendations, • Work with transaction tax, restructuring, PI and OCFO team members to integrate tax reporting, readiness and tax-operating-model considerations into broader advisory engagements, • Provide coaching and mentorship to junior team members, • Lead business development and client relationship efforts, • Lead internal trainings and best practice sharing, • Lead talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree (preferably in Accounting) from a top undergraduate program; Master’s in Taxation or LLM is preferred, • Active Certified Public Accountant (CPA) license is required, • Located in or willing to relocate to Boston, Chicago, Dallas, Los Angeles, Nashville, New York or Philadelphia, • Invested in a team-based culture motivated to collaborate in office four days per week and willing to work at client sites as needed, • 10 plus years of relevant tax experience, including tax reporting and transaction-related tax accounting matters, • Strong knowledge of ASC 740, tax reporting implications of transactions, tax attributes, reserves and tax balance sheet matters, • Experience supporting audits, managing auditor requests and navigating close process and reporting issues, • Public accounting tax experience preferred, with exposure to tax provision, compliance and tax accounting matters, • In-house corporate tax experience (preferred) or strong understanding of corporate tax department operations, including close process, governance, auditor interaction and coordination with external preparers, • Experience with post-close integration, carve-outs, sell-side readiness, IPO readiness, tax function assessments, tax process/governance design or tax operating model support strongly preferred, • Experience supporting sponsor-backed or private equity-backed companies preferred, including familiarity with fast-paced reporting and transaction environments, • Advanced analytical and problem-solving skills, with the ability to synthesize complex information into actionable insights and strategies, • Advanced Excel and data modeling capabilities, including large-scale data management and reporting, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 TRS team tackles urgent, complex challenges with speed and impact. As former operators, investors and lenders, the TRS team combines blue chip experience with intense focus to consistently deliver tailored solutions across operational turnarounds and financial restructurings. The Director, TRS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director, TRS is a client delivery leadership position for highly capable professionals to make substantial contributions to overall firm growth. The Director, TRS will report directly to the Practice Line Leader, TRS and will focus on developing new and existing client relationships as well as ensuring all aspects of strategic, operational and financial engagements are delivered with the highest quality standards and impact. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. 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 • Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle including formulating and implementing value creation, business transformation and performance improvement plans, contingency planning and bankruptcy preparation / execution, • Lead liquidity management (cash flow forecasting, treasury operations and stakeholder communications), case administration (filing preparation, bankruptcy reporting, claims support and plan support) and supporting formulation of business / restructuring plans, • Identify and re-allocating resources to operational, growth, financial and strategic initiatives with highest risk adjusted return, • Develop detailed financial projections and business plans, • Lead preparation of executive reporting packages including key performance indicators (KPIs), financial performance, budget, board of director presentations and stakeholder presentations, • Structure and incorporate streamlined financial and operational processes to improve efficiencies, • Identify and re-allocate resources to operational, growth, financial and strategic initiatives with highest risk adjusted return, • Present KPIs, financial performance, budget, board of director presentations, stakeholder presentations, • Lead various operational, financial and management meetings as well as key constituent communications / negotiations, • Contribute to the origination and selling of projects including experience pitching to or partnering with senior executives, private equity firms, lenders, lawyers and other related buyers, • Advise clients and makes decisions that demonstrate expertise, synthesizing the core drivers of both the clients’ business, situational analyses and the underlying complexity of the situation to maximize value, • Provide coaching and mentorship to junior team members, • Lead or 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 cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • 10 plus years of experience with seven or more years of investment banking, consulting, restructuring / distressed or private equity at a top-tier firm in addition to two or more years spent operating, investing, advising operational improvements and / or servicing stakeholders or a compelling non-traditional background, • Full mastery of financial modeling including ability to review three statement models, 13-week cash flows, dynamic KPI packages and complex ad hoc analysis, • Ability to successfully work in a small, collaborative team environment, • Personal network and relationships that yield new opportunities and engagements across transformation, restructuring and interim management, • Proven ability to cross-sell complementary service offerings and expand network, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. The Managing Director, IB // Technology M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Technology M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. 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 • Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition, • Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers, • Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls, • Create and present client deliverables, • Negotiate, document and assist in transaction execution, • Lead internal trainings and best practice sharing, • Lead business development and client relationship efforts, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • 15 plus years of middle market investment banking experience, • Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment, • Experience with privately held and sponsor-backed businesses, • Commanding knowledge of current market terms and trends, • Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers, • Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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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 IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. The Managing Director, IB // M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. 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 • Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition, • Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers, • Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls, • Create and present client deliverables, • Negotiate, document and assist in transaction execution, • Lead internal trainings and best practice sharing, • Lead business development and client relationship efforts, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • 15 plus years of middle market investment banking experience, • Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment, • Experience with privately held and sponsor-backed businesses, • Commanding knowledge of current market terms and trends, • Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers, • Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. The Managing Director, IB // Healthcare M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Healthcare M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. 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 • Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition, • Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers, • Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls, • Create and present client deliverables, • Negotiate, document and assist in transaction execution, • Provide coaching and mentorship to junior team members, • Lead internal trainings and best practice sharing, • Lead business development and client relationship efforts, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • 15 plus years of middle market investment banking experience, • Established book of business in the Healthcare sector with a demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders, • Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment, • Experience with privately held and sponsor-backed businesses, • Commanding knowledge of current market terms and trends, • Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. The Managing Director, IB // Consumer, Beauty & Wellness M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Consumer, Beauty & Wellness M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. 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 • Work with the Portage Point team to lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition, • Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers, • Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls, • Create and present client deliverables, • Negotiate, document and assist in transaction execution, • Provide coaching and mentorship to junior team members, • Lead or support internal trainings and best practice sharing, • Lead business development and client relationship efforts, • Support talent acquisition and firm-building initiatives, • Contribute to creating a high-performing and inclusive cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • 15 plus years of middle market investment banking experience, • Established book of business in the Consumer, Beauty & Wellness sector with demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders, • Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment, • Experience with privately held and sponsor-backed businesses, • Commanding knowledge of current market terms and trends, • Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. The Managing Director, IB // Business Services M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Business Services M&A will report directly to the IB Practice Line Leader and will develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. 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 • Work with the Portage Point team to lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition, • Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers, • Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls, • Create and present client deliverables, • Negotiate, document and assist in transaction execution, • Provide coaching and mentorship to junior team members, • Lead or support internal trainings and best practice sharing, • Lead business development and client relationship efforts, • Lead talent acquisition and firm-building initiatives, • Contribute to creating a high-performing and inclusive culture Qualifications • Bachelor's degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • 15 plus years of middle market investment banking experience, • Established book of business in the Business Services sector with demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders, • Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment, • Experience with privately held and sponsor-backed businesses, • Commanding knowledge of current market terms and trends, • Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers, • 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 $1,200,000 - $3,000,000 a year In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA SIPC

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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 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 Delivery Enablement (DE) team powers Portage Point’s growth as a scalable, high-quality operational backbone. Including Marketing, Commercial Strategy, Talent Acquisition, Human Resources, Delivery Excellence, Accounting & Finance and Data Analytics, the DE team drives excellence, efficiency and automation across every practice line. The Vice President, Event Management role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Vice President, Event Management will lead the design and execution of high-impact firm events that strengthen our culture, deepen client relationships and elevate the Portage Point brand. This individual will serve as the strategic architect behind our most important internal and external experiences, from executive offsites and client experiences to firmwide celebrations and milestone gatherings. Reporting to the Head of Marketing and partnering closely with the Chief Operating Officer (COO) and Chief Revenue Officer (CRO) the Vice President, Event Management will shape and execute an event strategy that supports business development, brand growth and internal relationship building. The ideal candidate brings a strong mix of strategic vision and operational precision. This is a highly visible role that requires collaboration with senior executives, cross-functional teams and external partners to ensure every event is executed flawlessly. As the firm continues to grow, the scope and complexity of events will expand, providing significant opportunity for professional advancement and impact. Responsibilities • Develop and execute a comprehensive annual events calendar encompassing both internal and external firm events that aligns with business development, marketing and employee engagement objectives, • Partner with the Head of Marketing and CRO to design and deliver client events that strengthen relationships and elevate the Portage Point brand, • Lead end-to-end planning and execution for internal events such as the Annual Team Meeting, Managing Director Offsite, End-of-Year Team Meeting and Holiday Party, • Manage all aspects of event logistics, including venue selection / sourcing / management, vendor selection, contract negotiation, budgeting and onsite execution, • Ensure every internal and external event reflects Portage Point’s brand voice, values and visual standards, • Track and manage event budgets, ensuring cost efficiency and accurate forecasting, • Conduct post-event evaluations, analyzing performance metrics, feedback and return on investment (ROI) to identify improvements, • Collaborate with team members, as needed, for day-of execution and logistical coordination, ensuring seamless communication and continuity, • Create and maintain event standard operating procedures (SOPs), approval workflows and communication protocols, • Maintain awareness of industry best practices and trends in event strategy, hospitality and client engagement, • Support the Marketing team with other strategic initiatives as needed, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in 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 willingness to travel, approximately 20% to 25%, to execute events in multiple markets, • Six plus years of experience and at least four years in investment banking, professional services or private equity, • Proven success developing event strategies that align with business development, client engagement, brand and internal engagement objectives, • Demonstrated ability to work with executive leadership and cross-functional teams to drive consensus, decision-making and flawless event execution, • Exceptional organizational skills with the ability to manage multiple complex projects, priorities and deadlines simultaneously, • Experience building and managing six-figure event budgets, negotiating vendor contracts and ensuring ROI-driven spend, • Understanding of client relationship dynamics and comfort hosting high-profile executives, • Strong aesthetic judgment and ability to translate brand identity into experiential design, • Familiarity with event management and marketing platforms (e.g. Cvent) and comfort using data and analytics to evaluate success, • Calm under pressure with a proactive, solutions-oriented mindset and willing to pivot quickly as priorities shift, • 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 In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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), I

UofL Health Taylorsville Urgent Care is seeking a Medical Scheduler to coordinate follow-up visits, tests, and procedures for patients of all ages.

This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic.

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