Director, Transaction Advisory Services

Intrinsic•Chicago, CO

1d•Hybrid

About The Position

Intrinsic is a private, independent advisory firm with significant employee ownership, operating between a Big 4 TAS practice and a lean boutique firm. The Transaction Advisory Services (TAS) practice is central to serving the private equity community. This role is for a Director to lead financial due diligence engagements, focusing on analytical work, client interactions, and developing junior talent, while contributing to the TAS practice's growth. Directors at Intrinsic have substantial engagement authority, direct access to PE sponsors and deal teams, and a significant role in the firm's development. The ideal candidate has extensive experience in buy-side and sell-side diligence, can perform quality of earnings analysis proficiently, and is motivated by a role where their contributions are visible and their ownership stake grows with the firm's success.

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.
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 keep Directors and Managing Directors appropriately informed while running engagements with minimal hand-holding.
Feedback is specific, timely, and directed at raising capability, not just completing the deliverable.
You do not wait for processes to be handed to you; you help build them.

Nice To Haves

Experience in the Healthcare Transaction Advisory practice, working at the intersection of middle-market PE and healthcare services M&A.

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.