Jobs and Careers

Senior Vice President, Cross-Functional

United States, United Statesfull_timeVerifiedPosted 23 Jan 2025

About the role

Portage Point Partners (Portage Point) 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, financial and strategic 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) and turnaround and restructuring (TRS). Recognized for accelerated growth, Portage Point is backed by New Mountain Capital and consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering impactful solutions. The Cross-Functional (XFn) team is a game changer in the industry. Possessing industry agnostic expertise and services, our team uniquely supports clients throughout every stage of the business and investment lifecycle. The firm’s cross-functional, integrated platform was purposefully structured to deliver holistic transaction advisory and execution services to private equity and public and private businesses from ideation to monetization. The XFn team gains immense access to key stakeholders across the firm’s practice lines and second-to-none opportunities for professional growth.
The XFn Senior Vice President role at Portage Point is a client delivery management position that represents a unique opportunity for highly capable professionals with a proven track record and relevant network. XFn Senior Vice Presidents will focus on developing new and existing client relationships as well as managing all aspects of strategy, operational and financial engagements creating deliverables with the highest quality standards and impact. Senior Vice Presidents should be prepared to work across PI, OCFO and TRS practice lines managing challenging and complex engagements within a small, collaborative team environment.

Responsibilities

Work with senior team members and clients to lead the development of comprehensive solutions to complex operational and financial challenges across the business lifecycle including formulating and implementing value creation, business transformation and performance improvement plans, bankruptcy preparation and execution
Establish and maintain strong relationships with C-Suite executives and key stakeholders to effectively support engagements
Work with the Portage Point team of Associates to Managing Directors to manage execution of all deliverable workflows and ensure high-quality outcomes
Listen to client needs and identify the operational and financial analysis that need to be completed
Assess organizational, operational and individual structures and effectiveness
Identify areas for operational improvements and value creation and value preservation and re-allocate resources to initiatives with the highest risk-adjusted return Manage 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
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
Lead preparation of executive reporting packages including KPIs, financial performance, budget, board of director presentations, stakeholder presentations, etc.
Support and lead various operational, financial and management meetings
Draft and lead key constituent communications / negotiations
Identify and raise risks effectively, manage multiple workstreams driving successful engagement execution
Begin to establish a network of executives, private equity firms, lenders, lawyers and other related parties and build relationships that yield an active referral base of high-quality opportunities
Provide professional development guidance to junior team members
Support business development, talent acquisition and firm development efforts
Contribute to a high-performing a