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Director, Transaction Advisory

Ambassador Recruiting Services

Denver, New York

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Business Administration, Business Development, Capital Analysis, Cash Flow Projection, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Coaching, Communication Skills, Consulting, Customer Relations, Customer Relationship Management (CRM), Customer/Client Research, Develop and Maintain Customers, Due Diligence, Entrepreneurship, Finance, Financial Analysis, Financial Management, Financial Operations, Financial Risk, Leadership, Market Trend Analysis, Mentoring, Mergers and Acquisitions, Process Improvement, Procurement Management, Project/Program Management, Proposal Development, Regulations, Revenue Growth, Sales, Sales Management, Thought Leadership, Time Management, Trend Analysis
LOCATION
Denver, New York
POSTED
30+ days ago
Our client, a growing advisory firm, is seeking a Director to lead and expand their Transaction Advisory Services team. This role is a senior leadership position responsible for driving financial due diligence engagements for private equity firms and middle-market businesses, providing critical insights that inform strategic transactions. The Director will oversee complex engagements, manage and develop client relationships, and play a key role in the growth and success of the practice.

Responsibilities:
  • Lead and manage buy-side and sell-side financial due diligence engagements, ensuring high-quality analysis and strategic insights for clients
  • Oversee complex financial assessments, including quality of earnings, net working capital analyses, and cash flow trends
  • Serve as a trusted advisor to private equity firms, corporate clients, and key stakeholders, providing strategic recommendations to drive successful transactions
  • Identify financial and operational risks and opportunities within target companies, guiding clients through key decision-making processes
  • Develop and maintain strong client relationships, acting as the primary point of contact and ensuring a seamless advisory experience
  • Play a significant role in business development, including origination, proposal development, and expanding client relationships
  • Drive process improvements and innovation within the Transaction Advisory practice to enhance efficiency and effectiveness
  • Mentor, coach, and develop a team of professionals, fostering a high-performance, growth-oriented culture
  • Stay abreast of market trends, M&A activity, and regulatory changes, positioning the firm as a thought leader in the space

Qualifications & Experience:
  • Bachelor’s degree in Accounting, Finance, or a related field; MBA or equivalent advanced degree preferred
  • 7+ years of experience in financial due diligence, transaction advisory, or M&A consulting, ideally within a Big 4 or national advisory firm
  • CPA, CFA, or other relevant certification preferred
  • Proven leadership experience in managing complex engagements and leading high-performing teams
  • Deep expertise in financial analysis, including quality of earnings, working capital, and cash flow assessments
  • Strong executive presence and communication skills, with the ability to engage and influence C-suite executives and investors
  • Demonstrated ability to originate new business, expand client relationships, and drive revenue growth
  • Strong project management skills, with the ability to oversee multiple engagements and meet tight deadlines
  • Highly entrepreneurial mindset, with a passion for growing a practice and driving innovation

About the Company

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Ambassador Recruiting Services

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