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 Partners is seeking a Director, Financial Due Diligence (FDD) to join its Transaction Advisory Services (TAS) India team. This Director will lead buy‑side and sell‑side due diligence engagements for U.S. 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 U.S. 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 execution
Formulating, overseeing and leading multiple engagements
Teaching, 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 models
Reviewing transaction agreements, customer and vendor contracts
Making significant contributions to marketing and business development efforts
Curating a personal network that will result in a consistent book of business and increased practice line revenues
Identifying and capitalizing on opportunities for cross selling and wallet expansion
Formulating and leading practice development initiatives
Collaborating closely with performance improvement, restructuring and investment banking colleagues
Qualifications
Bachelor’s degree required with CA, CPA, CFA, MBA (Finance) or equivalent professional qualification
10 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm
Willing to relocate to or be primarily present in Gurgaon
Deep understanding of US GAAP principles
Familiarity with Tableau and Alteryx preferred
Willing to relocate to or be primarily present in Gurgaon
Exceptional engagement leadership and client management skills including extensive experience in project management including planning, organizing, coordinating and managing team members and clients
Sector‑agnostic experience across SaaS, healthcare, consumer, industrials or financial services is preferred
Entrepreneurial mindset and ability to operate in a scaling environment
Ability to drive insights beyond the numbers
High 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 analysis
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 environment
#LI-Hybrid
