Director, Transaction Advisory Services, Software & Technology
About The Position
We are looking for a high-performing and strategically minded Director of Transaction Advisory Services, with proven experience supporting clients in the software and technology vertical, to lead complex buy- and sell-side financial due diligence projects. In this critical leadership role, you will work closely with private equity clients and middle-market companies to evaluate investment opportunities and uncover insights that drive better deal outcomes. You will also play a key role in advancing our software and technology industry transaction work, leveraging your sector knowledge to support complex deals in an evolving industry landscape. This position is ideal for someone who thrives at the intersection of data, strategy, and client service—and who is energized by developing others and growing a high-caliber team.
Requirements
- A bachelor’s degree in accounting or finance; CPA or equivalent certification preferred.
- 5–7 years of relevant experience, ideally in a Transaction Advisory Services group at a Big 4 or national consulting firm.
- Demonstrated success leading financial due diligence engagements for private equity or middle-market clients.
- Direct experience working with software and technology companies, including analyzing SaaS/recurring revenue models and calculating related metrics.
- Advanced analytical skills with the ability to convert complex data into practical insights.
- Excellent verbal and written communication skills with a client-focused approach.
- Exceptional project management capabilities and the ability to balance multiple deadlines and priorities.
Nice To Haves
- Naturally curious, resourceful, and energized by solving problems that require critical thinking.
- Motivated by delivering exceptional work and building long-term client relationships.
- Excited to work in a collaborative, fast-paced, and entrepreneurial environment.
- Someone who takes initiative, embraces responsibility, and leads with integrity.
Responsibilities
- Lead and manage multiple buy-side and sell-side financial due diligence engagements, working directly with clients and target companies.
- Analyze and synthesize complex financial and operational data to assess the quality of earnings, net working capital, and other key metrics.
- Produce clear and concise reports that highlight key findings, risks, and strategic considerations for clients.
- Conduct client and management interviews, communicate insights with clarity, and provide expert recommendations throughout the transaction lifecycle.
- Participate in firm-building initiatives, including business development, service innovation, and recruiting.
- Mentor, train, and evaluate junior professionals to foster technical growth, leadership development, and a strong team culture.
Benefits
- medical, dental, and vision insurance
- a 401(k) plan with employer contribution
- paid time off, including vacation, sick leave, and company holidays
- paid parental leave
- flexible work arrangements
- ongoing professional development support
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
51-100 employees
