Remote Senior Associate

Summary

The job is for a Senior Associate position at Portage Point Partners, a business advisory and investment banking firm. The role involves working across various practice lines such as investment banking, performance improvement, and turnaround and restructuring. The candidate should have a Bachelor's degree from a top undergraduate program, four or more years of experience in investment banking, consulting, private equity, or other formal financial modeling training at a top-tier firm, and the ability to work collaboratively in a small team environment.

Requirements

• Bachelor’s degree from a top undergraduate program
• Located or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
• Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed
• Four plus years of investment banking, consulting, private equity or other formal financial modeling training at a top-tier firm
• Financial acumen to prepare three statement models, 13-week cash flows, dynamic KPI packages and complex ad hoc analysis or the aptitude to become proficient
• 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
• 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

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
• Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data
• Develop liquidity forecasting, DIP sizing, first day motions, petition exhibits, vendor analysis, SOALs / SOFAs / MORs, 13-week cash flow projections, key performance indicator (KPI) tracking, KEIP & KERP development, liquidation analysis and three statement models
• Identify areas for operational improvements and cost reduction and participate in operational, financial and management meetings to share findings
• Prepare executive reporting packages including KPIs, financial performance and budget
• Develop critical presentations (value creation plans, operational and strategic roadmaps, Board of Director updates, creditor updates, general performance update materials, confidential information memoranda, etc.) for key stakeholders (management, Board of Directors, investors, creditors, etc.)
• Implement cash conservation protocols and communication processes with key stakeholders
• Prepare ad hoc financial and operational analysis, often on a real-time basis
• Assist in due diligence for potential new investments, including market research and analysis of industry trends, financial modeling and valuation
• Develop operational forecasts and budgets for active and potential investments

Benefits

$245,000 - $340,000 a year