Director, Transaction Advisory Services
About The Position
Somewhere between a Big 4 TAS practice and a lean boutique firm that punches well above its weight, Intrinsic has built something different. We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are looking for a Director to lead financial due diligence engagements from the front: owning the analytical work, leading client conversations, developing junior talent, and contributing to the continued growth of the TAS practice. This is not a title with layers of bureaucracy above it. Directors at Intrinsic have meaningful authority over engagements, direct access to PE sponsors and deal teams, and a real seat at the table as we build. If you have logged significant reps in buy-side and sell-side diligence, can lead a quality of earnings analysis as instinctively as breathing, and are energized by the idea of doing that work inside a firm where your contributions are visible and your ownership stake grows alongside the firm's success, this is worth your attention.
Requirements
- 8+ years of progressive experience in financial due diligence at a Big 4 TAS or Deals practice, a national advisory firm, or a comparable transaction advisory environment
- Demonstrated track record leading quality of earnings analyses, net working capital assessments, and full-scope financial due diligence engagements with limited supervision
- Deep command of US GAAP as applied in transaction contexts: EBITDA normalization, working capital mechanics, debt and debt-like structuring, and purchase agreement negotiation considerations
- Broad industry exposure across middle-market transactions: manufacturing, distribution, business services, technology, consumer, and related sectors
- Bachelor's degree in Accounting or Finance; CPA required (active or eligible)
- Advanced Excel proficiency and comfort working with large, complex datasets under deal-driven timelines
- You set the quality bar; your team looks to you for the standard, not just the timeline
- You are decisive under pressure: deal timelines are non-negotiable, and ambiguity sharpens your judgment rather than slowing it down
- You translate complex financial analysis into plain-English business implications that clients can act on
- You manage upward and across: you keep Directors and Managing Directors appropriately informed while running engagements with minimal hand-holding
- You develop people deliberately: feedback is specific, timely, and directed at raising capability, not just completing the deliverable
- You are entrepreneurial: you do not wait for processes to be handed to you; you help build them
Nice To Haves
- Significant employee ownership
- Director-level authority from day one
- Middle-market focus
- Hybrid and Remote flexibility
- Healthcare Transaction Advisory practice experience
- Sector-specific analytical rigor
Responsibilities
- Lead buy-side and sell-side financial due diligence engagements for private equity sponsors, lenders, and corporate acquirers across a broad range of industries and transaction types
- Direct quality of earnings analyses, net working capital assessments, debt and debt-like item identification, and cash flow reviews, synthesizing findings into clear, commercially relevant conclusions
- Manage all aspects of engagement execution: scoping, workplan design, request list management, timeline oversight, and milestone delivery
- Identify and escalate transaction risks and deal considerations with the clarity and conviction that clients depend on to make high-stakes investment decisions
- Produce and review financial due diligence reports that translate complex data into actionable insights, ready for PE partners and deal teams
- Serve as the primary day-to-day client contact on active engagements, managing communications with PE deal teams, lenders, management, and third-party advisors
- Lead management interviews and diligence calls with target company finance teams and executives, navigating sensitive dynamics with professionalism and precision
- Present findings and key deal considerations to sophisticated stakeholders in a manner that is direct, well-supported, and confident
- Develop and strengthen client relationships over time, positioning Intrinsic as a trusted diligence partner across the transaction lifecycle
- Direct and review the work of Vice Presidents, Senior Associates, and Associates, ensuring analytical precision, clear writing, and professional delivery
- Provide real-time feedback and structured coaching that raises the capability of your team with each engagement
- Contribute to recruiting, training, and professional development initiatives within the TAS practice
- Participate in business development activities, including identifying opportunities with existing clients, supporting proposals, and contributing to firm-wide growth initiatives
- Help build TAS intellectual capital: refine templates, develop sector-specific approaches, and contribute to the methodologies that define how Intrinsic competes
Benefits
- Medical, dental, and vision insurance
- 401(k) plan with employer contribution
- Paid time off, including vacation, sick leave, and company holidays
- Paid parental leave
- Hybrid and remote work flexibility
- Professional development support and continuing education reimbursement
- Participation in the firm's employee ownership model
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What This Job Offers
Job Type
Full-time
Career Level
Director
