Director, Transaction Advisory Services // Financial Due Diligence

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

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