Portage Point Partners is a Chicago headquartered, middle market focused advisory, interim management and investment banking firm with a national footprint across ten US offices. It delivers deeply integrated, cross functional solutions across Transaction Advisory, Valuations, Investment Banking, Turnaround & Restructuring, Performance Improvement, Transaction Execution Services and Office of the CFO services. Backed by 160+ experts with blue-chip consulting, finance, operations and investing backgrounds, the firm brings a uniquely holistic perspective to complex financial and operational situations.
The firm is known for its high impact, high pace execution model and has grown rapidly since inception in 2016.
Portage Point Partners is seeking a Director, Financial Due Diligence (FDD)to join its India team. This Director will lead buy‑side and sell‑side due diligence engagements for US and global private equity firms, corporates and lenders. This role requires deep FDD exposure across sectors, strong analytical leadership and an ability to operate in a fast‑paced, high‑expectation US deal environment.
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 executionFormulating, overseeing and leading multiple engagementsTeaching, 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 modelsReviewing transaction agreements, customer and vendor contractsMaking significant contributions to marketing and business development effortsCurating a personal network that will result in a consistent book of business and increased practice line revenuesIdentifying and capitalizing on opportunities for cross selling and wallet expansionFormulating and leading practice development initiativesCollaborating 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 firmDeep understanding of US GAAP principlesFamiliarity with Tableau and Alteryx preferred Willing to relocate to or be primarily present in GurgaonExceptional engagement leadership and client management skills including extensive experience in project management including planning, organizing, coordinating, and managing team members and clientsAbility to successfully work in a small, collaborative team environmentHigh 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 analysisEffectively communicates analysis through Microsoft Word and PowerPoint including high-quality messaging, structure and formattingEagerness to be responsive at all timesProven track-record of success in high pressure, time-constrained environments
Preferred Attributes
Sector‑agnostic experience across SaaS, healthcare, consumer, industrials or financial servicesEntrepreneurial mindset and ability to operate in a scaling environmentAbility to drive insights beyond the numbers
Education
CA, CPA, CFA, MBA (Finance) or equivalent professional qualification
Why join Portage Point?
Work directly with senior US deal teams on high-impact transactionsJoin a fast-growing advisory firm with a strong reputation in turnaround and private equity advisoryBe part of building a high-performance India hubCompetitive compensation and leadership opportunities