Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational, financial and strategic perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS).

Recognized for accelerated growth, Portage Point is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering impactful solutions.

The Delivery Enablement (DE) team supports internal stakeholders by providing a robust operational backbone across TAS, TES, OCFO, PI, IM, IB and TRS. The team includes Talent Acquisition, Human Resources, Marketing, Data Analytics, Accounting & Finance and Delivery Excellence. As Portage Point continues to grow the DE team is laser focused on scalability, quality and automation.

The Senior Associate, RPA Development at Portage Point represents a unique opportunity for a highly motivated professional to assume a wide range of responsibilities to make a significant impact in a fast-paced, entrepreneurial environment. This individual should have a proven track record of owning and executing a variety of quality, methodical solutions that enhance business efficiency. The Senior Associate, RPA Development will contribute technical knowledge and solutions to a full range of internal and client-related projects, impacting firm strategic development. The Senior Associate, RPA Development should have strong programming skills, a good understanding of business processes and expertise in RPA tools and technologies. They should also be prepared to work within a small, collaborative team environment to manage discrete work streams.

Responsibilities

• Collaborate with internal stakeholders and clients to provide expert insight and identify opportunities for process automation and improvement
• Identify opportunities for automation by analyzing current workflows and design RPA requirement-based solutions
• Develop and configure automation workflows using the Microsoft Power Platform
• Write, test, troubleshoot and debug automation scripts
• Perform end-to-end testing in different environments
• Monitor and maintain automated workflows to ensure smooth operation
• Create user guides and operational manuals for the automated processes
• Report on the RPA solution performance and impact
• Provide ongoing support for RPA bots to handle any business process issues or changes
• Work with other departments to ensure RPA solutions integrate smoothly with existing systems
• Seek opportunities to improve and optimize automated processes
• Stay updated with the latest trends and advancements in RPA technology and methodologies
• Support change management throughout the design and implementation process
• Manage continuous improvement of user-experience and data integrity
• Share and manage best practices as well as lead internal trainings where required
• Support firm development efforts as needed
• Contribute to creating a high-performing and inclusive culture

• Bachelor’s degree from a top undergraduate program
• Located in or willing to relocate to Chicago, Dallas, Los Angeles or New York
• Three plus years of experience designing, developing and implementing software robots or “bots” to automate repetitive tasks and processes
• Invested in a team-based culture motivated to collaborate in office four days per week and willing to work at client sites as needed
• Formal training or certification in Power Apps / Power Automate platform
• Proficient in all aspects of software development lifecycle
• In-depth knowledge of the financial services industry and associated IT systems
• Strong understanding of data modeling, integration and customization within Power Apps
• Ability to translate business requirements to technical solutions
• Ability to successfully work in a small, collaborative team environment
• High degree of maturity with a proven ability to interact with senior executives, middle managers and line workers
• Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
• Eagerness to be responsive at all times
• Proven track-record of success in high pressure, time-constrained environments
• Excellent written and verbal communication skills including strong e-mail etiquette
• Top-tier organizational skills and attention to detail
• Self-starter and entrepreneurial spirit