Senior Manager / Director, Transaction Advisory Services (TAS) & Financial Due Diligence (FDD)

Embarc Advisors•Chicago, IL

3d•Remote

About The Position

We are taking Transaction Advisory Services (TAS) to the next level. At Embarc, the Financial Due Diligence / Quality of Earnings is integrated into the M&A Advisory process and deal negotiations. This role offers a unique opportunity to utilize and expand your expertise in Financial Due Diligence while playing a pivotal role in M&A execution and Strategic Finance for growth-focused companies. We are continuing to build our team and looking for a senior member to join this effort. About Embarc Advisors Founded by a former Goldman Sachs investment banker and McKinsey & Co. consultant, Embarc Advisors was built to challenge the traditional extremes of finance careers. We offer a different path, a high-performance and high-learning environment in a human-centered environment. Our firm delivers best-in-class advice across M&A, capital raising, outsourced corporate development, and strategic CFO services, supporting clients through every stage of the company lifecycle. At Embarc, we see ourselves as an elite sports team, united by trust, driven by shared purpose, and anchored in values like Kaizen, excellence, and perseverance. Our internal operating system (EOS) brings structure, accountability, and alignment to how we execute and grow. This mindset and system allow us to attract ambitious professionals and purpose-driven clients alike-those ready to do the real work and unlock meaningful value. In this market, we have seen growth year-over-year across M&A, TDD, and CFO services. Our quality-of-earnings projects will often segue into an M&A transaction or CFO advisory services. As an accomplished group of corporate finance experts with backgrounds in investment banking, private equity, consulting, investment management and strategic finance / FP&A, we are uniquely positioned to provide 360-degree support on the full spectrum of corporate finance needs. Recently, we have successfully closed multiple merger and acquisition (M&A) transactions, executed capital raises from early-stage seed to $100M+ growth equity rounds, and supported the sustainable, profitable growth of several companies as their strategic CFO team. Our firm continues to grow at a brisk and intentional pace. Externally, our goal is to deliver the highest quality corporate finance expertise that was previously only accessible to Fortune 500 companies, to all types of companies. Internally, our goal is to create an environment where everyone enjoys their work and is provided with a fulfilling experience, career development, and team bonding. We are diversified across various industry sectors (from technology, consumer retail to industrial) and service lines (M&A, capital raise and CFO services). The diversified nature of our business model has proven resilient even in the current economic environment and we continue to grow profitably with no external funding. At Embarc, we offer something different and compelling: the opportunity to build a sustainable, values-aligned career in finance, where you grow fast, contribute meaningfully, and stay in the game for the long haul. Role Overview Job Type: Full time Position Location: Remote Role Level: This role may be filled at the Senior Manager or Director level, depending on experience, capabilities, and demonstrated leadership impact. As a Senior Manager or Director of Transaction Advisory Services and Financial Due Diligence (FDD) at Embarc Advisors, you will discover and unlock opportunities around key value drivers for our clients, as you lead the financial due diligence process and undertake all that it entails. Similar to M&A advisory, we believe the FDD industry is ripe for disruption. While playing a pivotal role in the management of client relationships, you will lay the groundwork to thoroughly understand businesses historical performance and will formulate the starting point for any future projections. As a firm focused on startups and middle-market firms, you will have opportunities to provide value to clients at the very early stages of our engagements, as they often commence with an internal quality of earnings. Clients will come to trust and rely on you and your team for the practical and quantifiable information necessary to make critical business decisions that facilitate execution of their strategic objectives. If you are looking for an opportunity where you can truly have an impact, apply today! You will be provided with the trust and support you need to deliver unparalleled Transaction Advisory Services while getting to work with cutting edge clients who will be elevated by your expertise.

Requirements

We are seeking an experienced Transaction Advisory Services / Financial Due Diligence professional with a Bachelor's degree and experience within a mid- to large-sized professional services firm (Big 4 experience is a plus).
Senior Manager: Typically 6–8+ years of TAS/FDD experience
Director: Typically 7–10+ years of TAS/FDD experience, with expanded leadership and client ownership
Final leveling will be based on demonstrated capability, leadership maturity, and scope of prior responsibility-not title alone.
Experience with best-in-class TAS/FDD practices
Track record of successfully leading TAS/FDD teams including recruiting, training, project management
Exceptional analytical skills, including advanced financial modeling and financial / accounting analysis, etc
Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations.
Ability to lead multiple engagements simultaneously, using well developed project management skills
Mature presence, empathy, intellectual curiosity, and ability to learn quickly
Demonstrated strengths with financial accounting, capital markets, and M&A concepts.
Demonstrated success with cultivating strong relationships with clients, executives and boards
Ability to develop and maintain strong working relationships with both internal and external cross-functional teams, collaborating effectively to successfully drive TAS/FDD processes
Proven success with independently developing presentations and other communication materials executive leadership, external partners, and the Board of Advisors
Excellent oral and written communication skills
Demonstrated excellence with presenting to diverse stakeholders (including C-Suite, Board of Advisors, and external targets), and aligning them around a common goal, despite competing interests
Proven ability to maintain excellent attention to detail and accuracy
Demonstrated success with building and improving processes and promoting quality

Nice To Haves

Experience working with start-up organizations a plus

Responsibilities

Leads the end-to-end project management, work plan development, process, and project execution. Manages client team to deliver project goals in a timely and resource efficient manner. Effectively communicates across all stakeholders. Drives optimal outcomes for all stakeholders, while meeting and/or exceeding client expectations.
Independently manages due diligence, quality of earnings, and other transaction advisory related services to support Embarc clients that are looking at growing through acquisitions or preparing for sale.
Develops and prepares audience-appropriate materials, including quality of earnings databooks and financial due diligence reports etc.
Analyzes financial/operational results of targets through reviewing accounting records and conducting interviews with management.
Cultivates and maintains strong relationships with client leadership and key staff. Identifies opportunities where Embarc's financial and strategic services (e.g., capital raising, M&A, and strategic finance) may accelerate the client's strategic plan and align with their key business objectives. Acts as a thought leader and trusted advisor to client's key leadership.
Spearheads complex strategic analysis, quantitative analysis, and robust financial modeling to produce meaningful insights that address clients' challenges and needs.
Translates complex strategic and financial analysis into insightful reports, key take-aways, and presentations for clients and key stakeholders which facilitate robust discussions, provide quantification and articulation of financial and strategic impact, and support the decision-making process.
Identifies post-acquisition action steps to achieve anticipated earnings/cash flow improvements.
Evaluates effects of seasonality and cyclicality on cash flow requirements.
Performs industry and company research to keep Embarc and its' clients informed of any market insights.
Creates and designs tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, working capital trends, and indebtedness considerations.
Leads the cross-functional management of projects from end to end; communicates recommendations and drives outcomes with various stakeholders.
Other duties as assigned.