Transaction Advisory Services Director

About the company

• Position listed on behalf of a partner company managing all applications
• Role based in the United States, fully remote with occasional travel to the Boston office

Responsibilities

• Lead buy-side financial due diligence engagements, including Quality of Earnings, Quality of Assets, and tailored analyses for corporate acquirers, private equity investors, and lenders
• Manage sell-side due diligence and transaction consulting engagements from planning through final delivery
• Identify financial risks, earnings adjustments, and findings affecting purchase price, transaction structure, and negotiations
• Analyze reported earnings to determine sustainable recurring operating performance
• Prepare Net Working Capital and Net Debt analyses and support working capital disputes
• Develop financial models, market multiples, valuation analyses, and cash flow projections
• Review financial statements to identify trends, accounting inconsistencies, and departures from GAAP
• Lead client discussions and present Quality of Earnings results and recommendations
• Generate new business opportunities and cultivate relationships with PE firms, VCs, bankers, attorneys, and lenders
• Prepare engagement letters, establish fees, and oversee engagement economics
• Supervise, mentor, and train senior team members, staff, and interns

Requirements

• Bachelor's degree in Business Administration, Accounting, Finance, or related discipline
• Certified Public Accountant (CPA) credential
• Progressive experience in financial due diligence, Quality of Earnings, business valuation, and financial analysis
• Strong command of GAAP, financial reporting, internal controls, and revenue recognition
• Expertise in Quality of Earnings, working capital and Net Debt analysis, valuation methodologies, financial modeling, and variance analysis
• Demonstrated business development capabilities
• Proficiency with Microsoft Excel, Word, PowerPoint; familiarity with PitchBook, DealStats, and AI tools
• Entrepreneurial mindset and strong analytical skills

Conditions

• Competitive compensation: $200,000–$230,000 annual salary range for New Jersey and New York
• Fully remote with occasional travel to the Boston office; Greater Boston / New England candidates preferred
• Senior leadership opportunity to shape the transaction advisory practice