Director Transaction Advisory Services

Overview

This role involves performing comprehensive financial analysis, collaborating with teams to evaluate deal structures, and staying updated on industry trends to provide valuable insights for clients. The position requires managing multiple projects simultaneously, acting as a key point of contact for clients, and working closely with cross-functional teams to enhance overall value. Responsibilities also include preparing clear reports, reviewing junior team members' work, and ensuring high standards of quality and accuracy.

Responsibilities

• Perform comprehensive financial analysis, including historical and projected financial statements, to assess target company performance and identify risks and opportunities.
• Collaborate with the team to evaluate deal structures and valuation methodologies, considering market conditions, industry trends, and transaction characteristics.
• Stay informed on industry trends, market dynamics, and competitive landscapes to provide insights that support client decision-making.
• Manage and prioritize multiple projects to ensure timely delivery of high-quality work and meet client expectations.
• Serve as a key point of contact for clients, building strong relationships and effectively communicating findings and recommendations.
• Work closely with cross-functional teams to leverage expertise from other practice areas and enhance client value.
• Prepare clear and concise reports and presentations that communicate complex financial information to clients and internal stakeholders.
• Review and verify the work of junior team members to maintain quality and accuracy in deliverables.

Qualifications and Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 7+ years of experience in Transaction Advisory Services or related areas.
• Strong financial modeling and analysis skills, with proficiency in Excel and financial databases.
• Excellent understanding of financial statements, valuation techniques, and deal structuring.
• Proven ability to manage projects and deliver results within strict timelines.
• Outstanding written and verbal communication skills for effective client and team interaction.
• Strong problem-solving and critical-thinking abilities with attention to detail.
• Familiarity with industry-specific regulations and compliance standards (e.g., IFRS, GAAP) is advantageous.
• Professional certifications such as CPA or CFA are desirable but not mandatory.

Compensation and Benefits

• Estimated base pay range: $142,000 - $191,000. Actual salary depends on factors including location, skills, experience, education, certifications, business needs, and relevant employment laws.
• Eligibility for an annual discretionary bonus based on individual and firm performance.
• Benefits include multiple health plan options (HMO & PPO), dental and vision coverage, HSA with potential employer contribution, Employee Assistance Program, basic life and disability coverage, 401(k) savings plan with profit sharing and matching contributions.
• Additional benefits include well-being incentives, education and certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards.
• Voluntary benefits available: critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D insurance.
• Eligibility for benefits depends on annual hours, position status/level, and location.

Equal Opportunity and Accommodations

The employer is an equal opportunity/affirmative action organization. All candidates receive consideration without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or other protected characteristics.

Reasonable accommodations are provided for applicants with disabilities during the application and recruitment process upon request.