Director - Transaction Advisory Services

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director - Transaction Advisory Services based in the United States.

This is a senior opportunity within a growing Transaction Advisory Services practice, focused on high-impact financial due diligence engagements. You will advise private equity and corporate clients across both buy-side and sell-side transactions, helping them make informed investment decisions. The role combines financial analysis, engagement leadership, client relationship management, and team development. You will assess quality of earnings, cash flows, working capital, and key business drivers while translating complex financial data into actionable insights. Working closely with executives, investors, lenders, business owners, and advisors, you will play a visible role throughout the transaction lifecycle. The environment is collaborative, fast-paced, and flexible, with significant opportunities to shape your career and expand your leadership responsibilities. This role is particularly suited to an experienced financial advisory professional who thrives on complex transactions and senior-level client interaction.

Accountabilities:: Lead and oversee engagement teams delivering buy-side and sell-side financial due diligence projects, ensuring high-quality analysis and timely execution.

Assess quality of earnings, cash flows, working capital, financial performance, and key business drivers through detailed financial analysis and discussions with management and advisors.

Review complex quantitative and qualitative financial information and translate findings into clear, data-driven insights that support transaction decisions.

Manage engagement execution, coordinating priorities, deliverables, timelines, and client communications across multiple projects.

Work closely with managers and partners on engagement strategy, client management, risk considerations, and transaction-related matters.

Build and strengthen client relationships by delivering high-quality service and identifying opportunities to support evolving client needs.

Communicate directly with business owners, executive management, investors, lenders, and other sophisticated transaction stakeholders.

Supervise, mentor, train, and develop team members, providing meaningful feedback and contributing to performance evaluations and career development.

Foster a collaborative, high-performing team environment characterized by professionalism, integrity, accountability, and strong technical standards.

Contribute to business development through networking, client relationship expansion, recruiting activities, and participation in industry and professional events.

Support recruiting initiatives, including campus recruiting, experienced-hire referrals, and broader talent development efforts.

Participate actively in internal and external training, professional development, and networking opportunities.

Present financial analyses and transaction findings to senior management and other executive-level stakeholders.

Demonstrate sound judgment, initiative, and a positive attitude while managing multiple priorities in a demanding transaction environment.

Requirements:

At least 8 years of experience within a large accounting firm in audit, financial advisory, or transaction services, or comparable experience in corporate finance or accounting.

At least 5 years of supervisory experience, with demonstrated success mentoring, coaching, and developing associates and other professionals.

Bachelor's degree in Accounting, Finance, or a related field.

CPA certification is preferred.

Strong financial modeling and intermediate-to-advanced Excel capabilities, with experience performing complex quantitative and qualitative financial analysis.

Ability to evaluate financial information, identify important trends and risks, and develop practical, data-driven conclusions.

Strong understanding of financial due diligence concepts, including quality of earnings, cash flow, working capital, and business drivers.

Excellent organizational and project management skills, with the ability to manage multiple engagements, deadlines, and competing priorities.

Ability to work independently, exercise sound judgment, and perform effectively in a fast-paced environment with shifting priorities.

Excellent written and verbal communication skills, including the ability to present complex analyses clearly to management and executive audiences.

Demonstrated ability to lead initiatives and collaborate effectively with professionals at different levels and across various industries.

Comfortable interacting directly with senior client personnel and participating in executive briefings and transaction discussions.

Strong client-service orientation, professional maturity, ethical standards, initiative, and positive attitude.

Ability to lead, motivate, and develop teams while maintaining high standards of quality and accountability.

Willingness to contribute to recruiting, networking, professional development, and business growth activities.

Benefits:

Full-time leadership opportunity within a growing Transaction Advisory Services practice.

Flexible work environment designed to support both professional performance and personal priorities.

Opportunity to work on sophisticated buy-side and sell-side transactions with private equity and corporate clients.

Direct exposure to business owners, executives, investors, lenders, and other senior transaction professionals.

Significant opportunities for career advancement and the ability to shape your own professional development path.

Ongoing training, professional development, and internal and external networking opportunities.

Opportunities to mentor and develop high-performing teams and strengthen leadership capabilities.

Exposure to a broad range of industries and complex financial situations.

Collaborative culture emphasizing teamwork, professional growth, integrity, and high-quality client service.

Opportunities to participate in recruiting, industry events, and business development initiatives.

Competitive professional-services compensation and career growth opportunities.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1