Healthcare & Life Sciences

Portage Point Partners•Nashville, TN

5d•Hybrid

About The Position

The Director, TAS // Healthcare & Life Sciences at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director will serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Director, Healthcare & Life Sciences will report directly to the TAS Practice Line Leader and manage a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. This person will lead key initiatives, manage discrete workstreams and work closely with senior leaders. 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.

Requirements

Bachelorâ€™s degree from a top undergraduate program
Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Miami, 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
Active Certified Public Accountant (CPA) license required
At least eight years of financial due diligence and transaction advisory experience, with a significant focus on healthcare and life sciences transactions (providers, payers, pharma, biotech, medtech or healthcare IT)
Professional experience within a Big Four accounting or top-tier advisory firm leading healthcare-focused diligence engagements
Understanding of US GAAP principles and healthcare-specific accounting considerations, including revenue recognition under ASC 606, value-based care arrangements and third-party payor dynamics
Strong financial modeling and data visualization skills
Proven ability to lead teams in high-pressure, client-facing environments and drive solution development for complex, regulated markets
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

Nice To Haves

CFA or healthcare-related certifications (e.g., HFMA CHFP) is a plus
familiarity with Tableau, Alteryx and healthcare data sources (CMS, HCRIS, etc.) preferred

Responsibilities

Partner directly with senior Portage Point leaders and clients to develop comprehensive transaction solutions across the healthcare and life sciences continuum, including providers, payers, pharma, medtech and digital health
Lead multiple engagements and cultivate lasting client relationships through sector-focused, insight-driven execution
Own the engagement lifecycle, including scoping and contracting, resource planning and staffing, budget development, WIP management, and timely billing and collections
Execute buy-side and sell-side financial due diligence with a focus on healthcare-specific dynamics, such as revenue cycle, reimbursement models, physician alignment, regulatory and compliance considerations and payer mix
Perform quality of earnings, working capital, net debt and cash flow analyses tailored to the unique drivers and risks of healthcare transactions
Support clients through transaction negotiations, including purchase agreement review and working capital definition and negotiation
Review healthcare-specific contracts and agreements (e.g., payer / provider contracts, joint ventures, management service agreements) to identify deal implications
Draft clear and compelling diligence reports highlighting key findings, including normalized earnings, regulatory risks, operational benchmarks and post-close integration considerations
Collaborate cross-functionally with PI, TRS and IB teams to deliver integrated solutions that address clinical, operational and financial challenges unique to healthcare organizations
Lead proposal development and pitch delivery for healthcare & life sciences opportunities, including cross-sell into PI, TRS, VAL and IB
Begin building a personal and institutional network of healthcare-focused private equity investors, strategic buyers and executives to drive recurring engagements and revenue growth
Provide coaching and mentorship to junior team members, sharing healthcare sector acumen and transaction advisory best practices
Lead or support internal trainings and best practice sharing
Support talent acquisition and firm-building initiatives
Contribute to a high-performing, inclusive and values-driven culture.