New Job Opening: Director, Transaction Advisory Services in Various US locations

Job Description

Director – Transaction Advisory Services (Financial Services or Healthcare/Life Sciences)

$550k to $800k per year (base plus bonus) (depending on location)

Financial Services – Atlanta | Chicago | Dallas | Los Angeles | Nashville | New York | Philadelphia (4 days per week in the office)

Healthcare/Life Sciences - Atlanta | Chicago | Dallas | Houston | Los Angeles | Nashville | Miami | New York | Philadelphia | Palm Beach (4 days per week in the office)

We are partnering on a confidential search for a rapidly scaling private equity-backed advisory firm which is looking to hire 2 Directors into its Transaction Advisory practice – 1 with Financial Services expertise and 1 with Healthcare & Life Sciences. The practice supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions.

Both roles will report to the Practice Line Leader and will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.

Financial Services Director:

• Will be the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence,


• Will manage quality of earnings, advise sponsors on valuation and risk matters and support financial services business development.

Healthcare & Life Sciences Director:

• Serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring.


• Manage a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting.

Responsibilities:

• Partner directly with senior leaders and clients to develop comprehensive transaction solutions within the specific sector


• Regulatory compliance review, working capital and net debt consideration analysis


• Review healthcare or financial services specific vendor contracts and transaction agreements


• Draft clear and compelling diligence reports highlighting key findings,


• Support practice development initiatives

Required skills and experience:

• Degree qualified and Active Certified Public Accountant (CPA) license required


• 8 years+ experience of financial due diligence and transaction advisory with a Big 4 or top-tier advisory firm.


• A significant focus on EITHER: healthcare and life sciences transactions (providers, payers, pharma, biotech, medtech or healthcare IT) OR financial services or insurance sector transactions, or a combination of audit and financial due diligence experience within a Big 4 accounting firm


• Strong financial modeling and data visualization skills


• Proven ability to lead teams in high-pressure, client-facing environments and drive solution development for complex, regulated markets


• Superior written and verbal communication skills, including executive-ready presentation and reporting skills


• Track record of success in high-pressure, client-facing environments