Transaction Advisory Services Director

Department / Practice Area

Transaction Advisory Services (Financial Due Diligence and Quality of Earnings)

Experience Level

Director level; progressive experience from staff accountant through manager and director, including regional practice leadership

REPORTS TO: Transaction Advisory Services Practice Leadership

LOCATION: 100% remote but Greater Philadelphia or New England based. Occasional travel to our firm's Boston office is required.

Position Summary

SAX Advisory Group is seeking a Transaction Advisory Services Director to lead end to end deal analysis both on the buy-side and sell-side including financial due diligence, Quality of Earnings, Net Working Capital analysis, and Net-Debt analysis, among other areas.

The Director serves as a trusted advisor to private equity investors, investment bankers, venture capitalists, lenders, attorneys, and business owners, identifying issues that affect deal value, and drives practice growth through business development and relationship management.

The role combines deep technical knowledge of GAAP and financial statement analysis with leadership of engagement teams and development of practice processes.

Key Responsibilities

• Lead buy-side due diligence engagements, including Quality of Earnings, Quality of Assets, and customized due diligence for corporate, private equity, and lenders.
• Manage and lead sell-side due diligence and consulting engagements.
• Identify issues and key risks supporting purchase price reductions, deal restructuring, or deal termination, and communicate them clearly to clients.
• Adjust reported earnings to reflect actual recurring operations and managing deliverables to meet any time sensitive deadlines.
• Prepare working capital analyses and support working capital disputes.
• Develop financial models, market multiples, and cash flow analyses, including analyses for leveraged and unleveraged management buyouts.
• Analyze client financial data to identify trends, GAAP departures, and operational characteristics.
• Originate and develop new business, lead proposals, and build relationships with private equity firms, venture capitalists, attorneys, and other industry contacts.
• Prepare engagement letters, develop fees, and set budgets for new and prospective clients.
• Develop and implement practice processes to improve deal realization.
• Serve as the main point of contact for clients, including presenting Quality of Earnings findings, key risks, or issues and discussing with business owners and boards.
• Supervise, review, evaluate, and train seniors, staff, and interns, and meet external reporting and valuation deadlines.
• Work alongside various M&A advisors during the deal process including attorney's, investment bankers, Management teams through the entire deal process.

Required Qualifications

• Bachelor's degree in business administration, accounting, or a related field.
• Certified Public Accountant (CPA).
• Progressive experience in financial due diligence, Quality of Earnings, and business valuation, including engagement management and director-level responsibility.
• Strong knowledge of GAAP, internal control objectives, financial statement analysis, and financial reporting.

Preferred qualifications

• Background in audit and financial statement preparation, including GAAP-compliant statements and required auditor communications.
• Experience across industries such as financial services, SaaS/technology, distribution, manufacturing, construction, and media.
• Demonstrated record of revenue origination and proposal leadership within a transaction advisory practice.

Core skills and competencies

• Technical: Quality of Earnings and Quality of Assets analysis, revenue recognition analysis, working capital analysis, business valuation methods, financial modeling, cash flow analysis, ratio and variance analysis,
• Tools: Microsoft Excel, Word, and PowerPoint, PitchBook, DealStats,and leveraging AI on a deal by deal basis
• Leadership: supervising and training engagement teams, building practice processes, leading in a team-oriented environment.
• Client and business development: relationship building with private equity, lenders, attorneys, investment bankers, and other deal participants.
• Personal effectiveness: entrepreneurial, strong time management, analytical thinking, learning new concepts quickly, working well under pressure, and clear, effective communication.