Director, Transaction Advisory Services // Financial Due Diligence

Responsibilities

• Working directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges
• Leading engagements developing relationships through best-in-class execution
• Formulating, overseeing and leading multiple engagements
• Teaching, guiding and coaching junior team members
• Executing buy-side 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, cash flow analysis, potential liabilities and risk analysis
• Drafting clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations
• Creating and manipulating financial models
• Reviewing transaction agreements, customer and vendor contracts
• Making significant contributions to marketing and business development efforts
• Curating a personal network that will result in a consistent book of business and increased practice line revenues
• Identifying and capitalizing on opportunities for cross selling and wallet expansion
• Formulating and leading practice development initiatives
• Collaborating closely with performance improvement, restructuring and investment banking colleagues

Qualifications

• 10+ years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm
• Deep understanding of US GAAP principles
• Familiarity with Tableau and Alteryx preferred
• Willing to relocate to or be primarily present in Gurgaon
• Exceptional engagement leadership and client management skills including extensive experience in project management including planning, organizing, coordinating, and managing team members and clients
• Ability to successfully work in a small, collaborative team environment
• High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers
• Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis
• Effectively communicates analysis through Microsoft Word 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

Preferred Attributes

• Sector‑agnostic experience across SaaS, healthcare, consumer, industrials or financial services
• Entrepreneurial mindset and ability to operate in a scaling environment
• Ability to drive insights beyond the numbers

Education

• CA, CPA, CFA, MBA (Finance) or equivalent professional qualification