Director, PI at Portage Point leading client engagements to drive value creation and transformation. Collaborating with senior leaders to develop solutions for complex operational and financial challenges.
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
Work with the Portage Point team of Associates to Managing Directors to lead execution of all deliverable workflows within scope, on time and within budget including using a hypothesis-based approach to quickly close knowledge gaps, source key data and provide analysis, delivering value creation plans with quantum and speed of opportunity capture, creating prioritized tactical action plans focused on what needs to be done by whom and when, supporting business functions to create and implement new assets, artifacts and governance, leading completion of client deliverables and presentations with high-degree of clarity, rigor and attention to detail and driving action plans to completion through interim management, project management, direct execution or execution advisory
Contribute to the origination and selling of projects including experience pitching to or partnering with senior executives, private equity firms, lenders, lawyers and other related buyers
Support the development of service-line playbooks, proprietary perspective and thought leadership
Provide coaching and mentorship to junior team members
Lead internal trainings and best practice sharing
Lead business development and client relationship efforts
Support talent acquisition and firm-building initiatives
Contribute to a high-performing, inclusive and values-driven culture
Requirements
Bachelor’s degree from a top undergraduate program
Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
10 plus years of advisory experience across several of the following: Financial Assessment & Office of the CFO, Sales Effectiveness, Acquisition & Merger Integration, Organizational Realignment & Business Process Optimization, Working Capital Optimization, Cost Out or Interim Management
Extensive experience managing other professionals and acting in a manner that serves to motivate, develop and inspire
Personal network and relationships that yield new opportunities and engagements across transformation, restructuring and interim management
Proven ability to cross-sell complementary service offerings and expand network
Superior written and verbal communication skills, including executive-ready presentation and reporting skills
Proven ability to thrive in lean, fast-moving teams
High attention to detail, responsiveness and ownership mindset
Track record of success in high-pressure, client-facing environments
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