[Hiring] Transaction Advisory Services Director @SAX Advisory Group

Role Description

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
• Net-Debt analysis

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.

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.

Requirements

• 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 manage 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 attorneys, investment bankers, and management teams through the entire deal process.

Benefits

• 100% remote work with occasional travel to the firm's Boston office required.
• Competitive pay range: $200,000 — $230,000 USD.