Director, Transaction Advisory Services – Financial Due Diligence

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee financial due diligence projects for private equity sponsors, lenders, and corporate acquirers, both on the buy-side and sell-side.

• Lead quality of earnings evaluations, net working capital reviews, identification of debt and debt-like items, and cash flow analyses.

• Manage the execution of engagements, including defining scope, designing work plans, managing request lists, overseeing timelines, and delivering milestones.

• Recognize and escalate potential transaction risks and considerations related to deals.

• Create and review financial due diligence reports that include actionable insights.

• Act as the main point of contact for clients on a daily basis, collaborating with private equity deal teams, lenders, management, and external advisors.

• Conduct management interviews and diligence discussions.

• Present findings and key considerations related to deals to relevant stakeholders.

• Build and enhance client relationships.

• Supervise and review the contributions of Vice Presidents, Senior Associates, and Associates.

• Provide immediate feedback and structured coaching.

• Engage in recruitment, training, and professional development activities.

• Involve in business development, proposal support, and initiatives aimed at firm-wide growth.

• Assist in developing TAS intellectual capital, templates, sector-specific strategies, and methodologies.

⛳️ Requirements

• Minimum of 8 years of progressive experience in financial due diligence within a Big 4 TAS or Deals practice, a national advisory firm, or a similar transaction advisory setting.

• Proven experience in leading quality of earnings assessments, net working capital evaluations, and comprehensive financial due diligence engagements with minimal oversight.

• Strong understanding of US GAAP as applicable in transaction scenarios, including EBITDA normalization, working capital mechanics, debt and debt-like structuring, and considerations for purchase agreements.

• Extensive industry exposure in middle-market transactions across sectors such as manufacturing, distribution, business services, technology, and consumer goods.

• Bachelor's degree in Accounting or Finance.

• Advanced proficiency in Excel and adept at working with large, complex datasets under tight deal-driven deadlines.

• CPA designation preferred (either active or eligible).

🏝️ Benefits

• Annual discretionary bonus targeted at 30% of base salary.

• Comprehensive medical, dental, and vision insurance.

• 401(k) plan with employer contributions.

• Paid time off, including vacation, sick leave, and company holidays.

• Paid parental leave.

• Flexibility for hybrid and remote work options.

• Support for professional development and reimbursement for continuing education.

• Opportunity to participate in the firm's employee ownership model.