Transaction Advisory Services Director

Overview

This role is for a Transaction Advisory Services Director responsible for end-to-end deal analysis on both the buy-side and sell-side. The position includes leading financial due diligence and Quality of Earnings engagements, performing Net Working Capital and Net-Debt analysis, and advising stakeholders on issues that impact deal value. The Director also contributes to practice growth through business development, relationship management, and engagement leadership.

Responsibilities

• Lead buy-side due diligence engagements, including Quality of Earnings, Quality of Assets, and customized due diligence for corporate, private equity, and lenders.
• Manage and lead sell-side due diligence and consulting engagements.
• Identify issues and key risks that support purchase price reductions, deal restructuring, or deal termination, and communicate findings clearly to clients.
• Adjust reported earnings to reflect actual recurring operations and manage deliverables for time-sensitive deadlines.
• Prepare working capital analyses and support working capital disputes.
• Develop financial models, market multiples, and cash flow analyses, including analyses for leveraged and unleveraged management buyouts.
• Analyze client financial data to identify trends, GAAP departures, and operational characteristics.
• Originate and develop new business, lead proposals, and build relationships with private equity firms, venture capitalists, attorneys, and other industry contacts.
• Prepare engagement letters, develop fees, and set budgets for new and prospective clients.
• Develop and implement practice processes to improve deal realization.
• Serve as a primary point of contact for clients, presenting Quality of Earnings findings, key risks, or issues and discussing them with business owners and boards.
• Supervise, review, evaluate, and train seniors, staff, and interns, and meet external reporting and valuation deadlines.
• Collaborate with other M&A advisors throughout the deal process, including attorneys, investment bankers, and management teams.

Requirements

• Bachelor’s degree in business administration, accounting, or a related field.
• Certified Public Accountant (CPA).
• Progressive experience in financial due diligence, Quality of Earnings, and business valuation, including engagement management and director-level responsibility.
• Strong knowledge of GAAP, internal control objectives, financial statement analysis, and financial reporting.

Preferred Qualifications

• Background in audit and financial statement preparation, including GAAP-compliant statements and required auditor communications.
• Experience across industries such as financial services, SaaS/technology, distribution, manufacturing, construction, and media.
• Demonstrated record of revenue origination and proposal leadership within a transaction advisory practice.

Compensation & Benefits

• New Jersey Pay Range: $200,000—$230,000 USD
• New York Pay Range: $200,000—$230,000 USD

Location

• 100% remote, with Greater Boston or New England.
• Occasional travel to the firm’s Boston office is required.