Director, Transaction Advisory Services – Financial Due Diligence
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Job Description
Director leading buy-side and sell-side financial due diligence for Intrinsic, an independent transaction advisory firm serving private equity clients. Owning engagements, client relationships, quality of earnings analysis, and team development.
Responsibilities:
- Lead buy-side and sell-side financial due diligence engagements for private equity sponsors, lenders, and corporate acquirers
- Direct quality of earnings analyses, net working capital assessments, debt and debt-like item identification, and cash flow reviews
- Manage engagement execution, including scoping, workplan design, request list management, timeline oversight, and milestone delivery
- Identify and escalate transaction risks and deal considerations
- Produce and review financial due diligence reports with actionable insights
- Serve as the primary day-to-day client contact with PE deal teams, lenders, management, and third-party advisors
- Lead management interviews and diligence calls
- Present findings and key deal considerations to stakeholders
- Develop and strengthen client relationships
- Direct and review the work of Vice Presidents, Senior Associates, and Associates
- Provide real-time feedback and structured coaching
- Contribute to recruiting, training, and professional development initiatives
- Participate in business development, proposal support, and firm-wide growth initiatives
- Help build TAS intellectual capital, templates, sector-specific approaches, and methodologies
Requirements:
- 8+ years of progressive experience in financial due diligence at a Big 4 TAS or Deals practice, a national advisory firm, or a comparable transaction advisory environment
- Demonstrated track record leading quality of earnings analyses, net working capital assessments, and full-scope financial due diligence engagements with limited supervision
- Deep command of US GAAP as applied in transaction contexts, including EBITDA normalization, working capital mechanics, debt and debt-like structuring, and purchase agreement negotiation considerations
- Broad industry exposure across middle-market transactions, including manufacturing, distribution, business services, technology, and consumer sectors
- Bachelor's degree in Accounting or Finance
- Advanced Excel proficiency and comfort working with large, complex datasets under deal-driven timelines
- CPA preferred (active or eligible)
Benefits:
- Annual discretionary bonus targeted at 30% of base salary
- Medical, dental, and vision insurance
- 401(k) plan with employer contribution
- Paid time off, including vacation, sick leave, and company holidays
- Paid parental leave
- Hybrid and remote work flexibility
- Professional development support and continuing education reimbursement
- Participation in the firm's employee ownership model
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