Transaction Advisory Services Director

Accountabilities

• 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 other findings that may affect purchase price, transaction structure, negotiations, or the decision to proceed with a deal.

• Analyze reported earnings to determine sustainable recurring operating performance and deliver high-quality findings within demanding transaction timelines.

• Prepare Net Working Capital and Net Debt analyses, support working capital disputes, and evaluate financial considerations that influence transaction value.

• Develop financial models, market multiples, valuation analyses, and cash flow projections, including assessments of leveraged and unleveraged management buyouts.

• Review financial statements and underlying data to identify trends, accounting inconsistencies, departures from GAAP, and key operational characteristics.

• Lead client discussions and present Quality of Earnings results, material risks, and recommendations to business owners, boards, investors, and other stakeholders.

• Generate new business opportunities, lead proposals, cultivate relationships with private equity firms, venture capitalists, investment bankers, attorneys, lenders, and other transaction professionals.

• Prepare engagement letters, establish fees, develop budgets, and oversee engagement economics and realization.

• Build and improve practice processes to strengthen service delivery, operational efficiency, and transaction execution.

• Supervise, mentor, train, and evaluate senior team members, staff, and interns while maintaining high standards of quality and meeting reporting and valuation deadlines.

• Collaborate with management teams and other M&A advisors throughout the transaction lifecycle, coordinating with legal counsel, investment bankers, and other key participants.

Requirements:

• Bachelor's degree in Business Administration, Accounting, Finance, or a related discipline.

• Certified Public Accountant (CPA) credential.

• Progressive experience in financial due diligence, Quality of Earnings, business valuation, and financial analysis, with demonstrated responsibility for managing engagements and leading at the director level.

• Strong command of Generally Accepted Accounting Principles (GAAP), financial reporting, internal control objectives, financial statement analysis, and revenue recognition.

• Proven expertise in Quality of Earnings and Quality of Assets assessments, working capital and Net Debt analysis, business valuation methodologies, financial modeling, cash flow analysis, ratio analysis, and variance analysis.

• Experience managing complex client engagements, interpreting financial findings, communicating transaction risks, and delivering actionable recommendations under tight deadlines.

• Demonstrated business development capabilities, including originating revenue, leading proposals, developing client relationships, and expanding a transaction advisory practice.

• Strong client-facing communication and relationship-building skills, particularly with private equity firms, lenders, attorneys, investment bankers, business owners, and other deal stakeholders.

• Proficiency with Microsoft Excel, Word, and PowerPoint; familiarity with PitchBook, DealStats, and the practical use of AI tools to support individual transaction engagements.

• Ability to lead, develop, and motivate teams while building effective processes and fostering a collaborative, results-oriented environment.

• An entrepreneurial mindset, sound judgment, strong analytical and organizational skills, effective time management, adaptability, and the ability to learn quickly and perform under pressure.

Preferred qualifications:

• Background in external audit and financial statement preparation, including GAAP-compliant reporting and auditor communications.

• Experience advising clients across multiple industries, such as financial services, SaaS and technology, distribution, manufacturing, construction, and media.

• A demonstrated track record of originating revenue, winning new engagements, and leading proposals within a transaction advisory practice.

Benefits:

• Competitive compensation: Listed annual salary range of $200,000–$230,000 for New Jersey and New York.

• Remote flexibility: Fully remote work arrangement, with occasional travel to the Boston office required; candidates in Greater Boston or New England are preferred.

• Senior leadership opportunity: The ability to shape transaction advisory engagements, influence practice strategy, and contribute directly to business growth.

• Professional development: Opportunities to mentor colleagues, strengthen leadership capabilities, and expand expertise across complex transactions and industries.

• Client and market exposure: Direct engagement with investors, business owners, lenders, and leading professionals across the M&A ecosystem.

• Entrepreneurial environment: The opportunity to develop client relationships, originate business, improve practice processes, and make a meaningful contribution to organizational success.