Transaction Advisory Services Director

The Transaction Advisory Services Director will lead complex buy-side and sell-side financial due diligence engagements, helping investors and business owners make informed decisions throughout the deal lifecycle. This senior leadership role focuses on Quality of Earnings, working capital assessments, financial modeling, and transaction risk analysis. The successful candidate will serve as a trusted advisor to private equity firms, venture capitalists, lenders, attorneys, investment bankers, and business leaders. In addition to overseeing engagement delivery, the Director will drive business development, strengthen client relationships, and contribute to the growth of the transaction advisory practice. The role combines advanced financial expertise with team leadership, operational improvement, and entrepreneurial initiative. It offers a fully remote working arrangement, with occasional travel to the Boston office and a preference for candidates based in Greater Boston or New England.

• Bachelor's degree in Business Administration, Accounting, Finance, or a related discipline.

• Certified Public Accountant (CPA) credential.

• Progressive experience in financial due diligence, Quality of Earnings, business valuation, and financial analysis, with demonstrated responsibility for managing engagements and leading at the director level.

• Strong command of Generally Accepted Accounting Principles (GAAP), financial reporting, internal control objectives, financial statement analysis, and revenue recognition.

• Proven expertise in Quality of Earnings and Quality of Assets assessments, working capital and Net Debt analysis, business valuation methodologies, financial modeling, cash flow analysis, ratio analysis, and variance analysis.

• Experience managing complex client engagements, interpreting financial findings, communicating transaction risks, and delivering actionable recommendations under tight deadlines.

• Demonstrated business development capabilities, including originating revenue, leading proposals, developing client relationships, and expanding a transaction advisory practice.

• Strong client-facing communication and relationship-building skills, particularly with private equity firms, lenders, attorneys, investment bankers, business owners, and other deal stakeholders.

• Proficiency with Microsoft Excel, Word, and PowerPoint; familiarity with PitchBook, DealStats, and the practical use of AI tools to support individual transaction engagements.

• Ability to lead, develop, and motivate teams while building effective processes and fostering a collaborative, results-oriented environment.

• An entrepreneurial mindset, sound judgment, strong analytical and organizational skills, effective time management, adaptability, and the ability to learn quickly and perform under pressure.

Preferred qualifications:

• Background in external audit and financial statement preparation, including GAAP-compliant reporting and auditor communications.

• Experience advising clients across multiple industries, such as financial services, SaaS and technology, distribution, manufacturing, construction, and media.

• A demonstrated track record of originating revenue, winning new engagements, and leading proposals within a transaction advisory practice.