Posted 72 months ago

Vice President, Cross-Functional

Los AngelesOn-siteFull-time

AI Summary

A Vice President in the Cross-Functional team leads client delivery and complex financial/operational engagements, guiding workstreams, mentoring teams, and building trusted relationships with executives.

About this role

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).

The Cross-Functional (XFn) team is a game-changer in the professional services industry. Possessing industry agnostic expertise and services, the XFn team supports clients throughout every stage of the business and investment lifecycle, giving team members unparalleled access to key stakeholders and unfettered opportunities for professional growth.

The XFn Vice President at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Vice President is a proven leader in client delivery management, essential to shaping and executing high-impact strategy, financial, and operational engagements across our practice lines. The XFn Vice President will report directly to senior leadership and be responsible for guiding complex engagements, mentoring teams, and ensuring best-in-class deliverables. You will lead key initiatives, manage discrete workstreams, and work closely with senior executives, clients, and stakeholders in a fast-paced, collaborative environment. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.

Responsibilities

Develop and implement comprehensive solutions to complex financial and operational challenges across the business lifecycle — including value creation, transformation, performance improvement, and bankruptcy execution

Build trusted relationships with C-level executives and stakeholders, supporting critical engagements through analysis, strategic guidance, and clear communication

Manage execution of deliverable workflows alongside Portage Point teams, overseeing liquidity management, case administration, reporting packages and restructuring plan development

Identify high-impact opportunities through assessment of organizational effectiveness and reallocate resources to initiatives with the highest risk-adjusted return

Create streamlined processes, dynamic KPI reporting tools, and board-ready presentations while leading key meetings and constituent communications

Provide coaching and mentorship to junior team members

Support internal trainings and best practice sharing

Support business development and client relationship efforts

Support talent acquisition and firm-building initiatives

Contribute to a high-performing, inclusive and values-driven culture

Qualifications

Bachelor’s degree from a top undergraduate program

Located or willing to relocate to Chicago, Dallas, Los Angeles or New York

Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed

Five plus years of professional experience, including a minimum of two years in investment banking, consulting, private equity, or restructuring at a top-tier firm

Proven ability to build trust across stakeholder levels — from senior executives to frontline operators — and consistently deliver strategic, high-impact outcomes

Advanced financial modeling capabilities, including three-statement forecasts, thirteen-week cash flows, dynamic KPI reporting, and complex ad hoc analyses — or a demonstrated capacity to ramp quickly

Direct leadership of client and internal teams across PI, TRS, IB, and OCFO workstreams, driving analysis, synthesizing findings, and communicating actionable insights

Strong interpersonal maturity with an ability to navigate dynamic environments and represent Portage Point with credibility, professionalism, and client-first execution

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

Skills

13-week Cash FlowBoard-ready PresentationsDynamic Reporting ToolsFinancial ModelingInvestment BankingKPI ReportingLiquidity ManagementRestructuring PlansThree-statement ModelsTransaction Advisory

Vice President, Cross-Functional

About this role

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