🕒 yesterday
Lead buy-side financial due diligence and Quality of Earnings analysis for SaaS acquisitions, coordinating data collection, challenging external providers, and carrying findings through post-acquisition integration.
Senior Associate, Transaction Advisory Services // Financial Due Diligence
📅 Feb 21
Financial Due DiligenceQuality Of Earnings (qofe)Financial AnalysisRevenue And EBITDA Analysis
📜 Description
- Support Quality of Earnings, revenue and EBITDA analysis, working capital reviews, and cash flow analysis.
- Review financial statements, management reports, and transaction materials to identify trends, risks, and value drivers.
- Prepare data books, analytical schedules, QoE bridges, and executive-level summaries.
- Assist with synergy assessments, carveout analyses, and integration support.
- Collaborate with U.S. engagement teams, participate in client discussions, and manage multiple engagements.
- Mentor analysts and junior team members and contribute to team processes, knowledge sharing, and business development.
🛠️ Requirements
- Bachelor’s degree from a top undergraduate program required; CA, CPA, CFA, MBA (Finance) or equivalent professional qualification preferred
- Four to six years of experience in Financial Due Diligence / Transaction Advisory / Deals
- Willing to relocate to or be primarily present in Gurgaon
- Experience working with private equity clients or on U.S. / global transactions is preferred
- Strong analytical skills with the ability to translate financial data into insights
- Proficiency in financial modelling, Excel analytics and management data analysis
- Exposure across sectors such as SaaS, healthcare, consumer, industrials or financial services
- Ability to identify relevant issues and articulate clear observations and recommendations
- Entrepreneurial attitude, comfort with ambiguity and enthusiasm to contribute to a fast-growing environment
- Ability to work under tight timelines with a strong sense of ownership
Full job description
Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
Portage Point is seeking a Senior Associate, Financial Due Diligence (FDD) to join its Transaction Advisory Services (TAS) India team. This Senior Associate will support buy-side and sell-side due diligence engagements for U.S. and global private equity firms, corporates and lenders. This role requires strong analytical capabilities, high attention to detail and the ability to operate in a fast-paced U.S. deal environment.
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