Director- Financial Due Diligence Analytics

Overview

A rapidly growing Financial Due Diligence Analytics practice is seeking a Director to serve as a trusted partner to clients. This role involves leveraging deep functional knowledge and first-hand experience to deliver tailored, data-driven solutions that assist private equity and corporate clients in navigating complex transactions. The Director will balance client delivery, business development, team leadership, and contribute to the leadership team.

Responsibilities

Client Delivery

• Lead buy-side and sell-side financial due diligence engagements, including carve-outs and divestitures, guiding clients through the full transaction lifecycle from risk assessment to deal close and post-transaction support.
• Direct quality of earnings (QoE) analyses, net working capital assessments, normalized EBITDA evaluations, and cash flow analyses to identify key value drivers, risks, and opportunities.
• Oversee the design and delivery of advanced analytics solutions such as data modeling, interactive dashboards, and visualizations that translate complex financial data into executive-ready insights.
• Employ hypothesis-led, data-enabled approaches to uncover performance trends, margin dynamics, revenue quality, and balance sheet considerations that inform deal valuation and negotiation strategies.
• Integrate analytics tools including Alteryx, Power BI, Tableau, SQL, and Python into diligence workflows to improve delivery speed and insight depth.
• Contribute to the development and implementation of firm-approved AI-enabled solutions in compliance with data protection, intellectual property, and professional standards.
• Stay current on emerging AI tools and collaborate with leadership to identify compliant opportunities to enhance client solutions and internal processes.

Practice Leadership

• Oversee client accounts, projects, and engagements, managing work plans, staffing, timelines, fee negotiations, and budgets throughout all phases.
• Lead business development efforts, marketing the full range of Financial Due Diligence Analytics services to prospective clients including private equity sponsors, corporate acquirers, and lenders.
• Resolve issues promptly, mitigate deal-related risks, and manage project team conflicts in fast-paced, deadline-driven environments.
• Build scalable delivery methodologies and develop new service offerings to differentiate the practice in the market.
• Mentor and develop junior team members through coaching frameworks, performance feedback, and sponsorship of professional growth.
• Manage team performance against objectives while fostering continuous improvement and innovation.

Requirements

• Extensive knowledge of financial due diligence concepts such as quality of earnings, net working capital analysis, pro forma adjustments, and deal structuring.
• Proficiency with analytics and data platforms including Alteryx, Power BI, Tableau, SQL, Python, or R, with the ability to apply these tools in transaction contexts.
• Proven track record of building and maintaining strong client relationships with private equity firms, corporate development teams, and lenders across multiple industries.
• Experience identifying growth and revenue opportunities by collaborating with sales leadership to generate new business and expand existing relationships.
• Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Openness to continuous learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
• Strong passion for mentoring and leading teams while effectively implementing new ideas and initiatives.

Qualifications

• Bachelor’s degree in Accounting, Finance, Data Science, Statistics, Economics, or a related field; Master’s degree preferred.
• CPA, CA, or CFA certification preferred.
• Minimum of 10 years of experience in financial due diligence, transaction advisory, or related fields within public accounting or professional services.
• Willingness to travel up to 30%, with travel varying based on client needs.

Compensation & Benefits

The total rewards package includes comprehensive healthcare options (medical, dental, vision), flexible spending accounts, and a 401(k) plan with company matching. Additional benefits include generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs designed to support professional growth and personal well-being.

Location

Travel up to 30% is required, depending on client preferences.