Director - Transaction Advisory - Financial Due Diligence
Core
Lead financial due diligence engagements for buy-side and sell-side transactions, focusing on quality of earnings, cash flow analysis, and working capital reviews for private equity and corporate clients.
Role type
Senior IC transaction advisory director (financial due diligence)
Builds
Integrated due diligence reports and transaction risk strategies
Domain
Professional services / M&A / Financial advisory
Required skills
Financial accounting due diligence, Quality of Earnings analysis, Working capital analysis, US GAAP, SEC reporting, Purchase accounting, Excel, PowerPoint, Project management, Team leadership, Client relationship management
Preferred skills
CPA certification, Sales and business development, Cross-selling services
Technologies
Excel, PowerPoint
Responsibilities
Counsel and mentor Associates, Senior Associates and Managers; Lead team conversations with clients and lenders; Oversee deal aspects with limited guidance; Manage multiple projects of varying complexity; Identify transaction risks and implement mitigation strategies; Generate full due diligence reports; Lead Quality of Earnings, P&L and Working Capital analyses; Communicate regularly with clients regarding engagement matters; Recruit, train, and develop team members; Assist in sales and business development efforts.
Seniority
Director, hands-on IC with team leadership