Director - Transaction Advisory Services

Accountabilities:

• • Lead and oversee engagement teams delivering buy-side and sell-side financial due diligence projects, ensuring high-quality analysis and timely execution.
  • Assess quality of earnings, cash flows, working capital, financial performance, and key business drivers through detailed financial analysis and discussions with management and advisors.
  • Review complex quantitative and qualitative financial information and translate findings into clear, data-driven insights that support transaction decisions.
  • Manage engagement execution, coordinating priorities, deliverables, timelines, and client communications across multiple projects.
  • Work closely with managers and partners on engagement strategy, client management, risk considerations, and transaction-related matters.
  • Build and strengthen client relationships by delivering high-quality service and identifying opportunities to support evolving client needs.
  • Communicate directly with business owners, executive management, investors, lenders, and other sophisticated transaction stakeholders.
  • Supervise, mentor, train, and develop team members, providing meaningful feedback and contributing to performance evaluations and career development.
  • Foster a collaborative, high-performing team environment characterized by professionalism, integrity, accountability, and strong technical standards.
  • Contribute to business development through networking, client relationship expansion, recruiting activities, and participation in industry and professional events.
  • Support recruiting initiatives, including campus recruiting, experienced-hire referrals, and broader talent development efforts.
  • Participate actively in internal and external training, professional development, and networking opportunities.
  • Present financial analyses and transaction findings to senior management and other executive-level stakeholders.
  • Demonstrate sound judgment, initiative, and a positive attitude while managing multiple priorities in a demanding transaction environment.

  Requirements:

  • At least 8 years of experience within a large accounting firm in audit, financial advisory, or transaction services, or comparable experience in corporate finance or accounting.
  • At least 5 years of supervisory experience, with demonstrated success mentoring, coaching, and developing associates and other professionals.
  • Bachelor's degree in Accounting, Finance, or a related field.
  • CPA certification is preferred.
  • Strong financial modeling and intermediate-to-advanced Excel capabilities, with experience performing complex quantitative and qualitative financial analysis.
  • Ability to evaluate financial information, identify important trends and risks, and develop practical, data-driven conclusions.
  • Strong understanding of financial due diligence concepts, including quality of earnings, cash flow, working capital, and business drivers.
  • Excellent organizational and project management skills, with the ability to manage multiple engagements, deadlines, and competing priorities.
  • Ability to work independently, exercise sound judgment, and perform effectively in a fast-paced environment with shifting priorities.
  • Excellent written and verbal communication skills, including the ability to present complex analyses clearly to management and executive audiences.
  • Demonstrated ability to lead initiatives and collaborate effectively with professionals at different levels and across various industries.
  • Comfortable interacting directly with senior client personnel and participating in executive briefings and transaction discussions.
  • Strong client-service orientation, professional maturity, ethical standards, initiative, and positive attitude.
  • Ability to lead, motivate, and develop teams while maintaining high standards of quality and accountability.
  • Willingness to contribute to recruiting, networking, professional development, and business growth activities.

  Benefits:

  • Full-time leadership opportunity within a growing Transaction Advisory Services practice.
  • Flexible work environment designed to support both professional performance and personal priorities.
  • Opportunity to work on sophisticated buy-side and sell-side transactions with private equity and corporate clients.
  • Direct exposure to business owners, executives, investors, lenders, and other senior transaction professionals.
  • Significant opportunities for career advancement and the ability to shape your own professional development path.
  • Ongoing training, professional development, and internal and external networking opportunities.
  • Opportunities to mentor and develop high-performing teams and strengthen leadership capabilities.
  • Exposure to a broad range of industries and complex financial situations.
  • Collaborative culture emphasizing teamwork, professional growth, integrity, and high-quality client service.
  • Opportunities to participate in recruiting, industry events, and business development initiatives.
  • Competitive professional-services compensation and career growth opportunities.