Transaction Advisory Services Director
About The Position
SAX Advisory Group, LLC is seeking a Transaction Advisory Services Director to lead end-to-end buy-side and sell-side deal analysis, including financial due diligence, Quality of Earnings, Net Working Capital, and Net-Debt analysis. The Director advises private equity investors, investment bankers, venture capitalists, lenders, attorneys, and business owners, identifying issues that may affect deal value. The role also supports practice growth through business development and relationship management and combines technical expertise in GAAP and financial statement analysis with engagement-team leadership and practice-process development. The position is 100% remote for candidates in Greater Boston or New England, with occasional travel to the firm’s Boston office required. The Director leads client engagements and teams, manages time-sensitive deliverables, presents findings and risks to clients and business owners, and develops new business and relationships. The role reports to Transaction Advisory Services Practice Leadership.
Requirements
- 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.
- Technical capability in Quality of Earnings and Quality of Assets analysis, revenue recognition analysis, working capital analysis, business valuation methods, financial modeling, cash flow analysis, and ratio and variance analysis.
- Proficiency with Microsoft Excel, Word, and PowerPoint; PitchBook; and DealStats.
- Ability to supervise and train engagement teams, build practice processes, and lead in a team-oriented environment.
- Relationship-building skills with private equity, lenders, attorneys, investment bankers, and other deal participants.
- Entrepreneurial approach, strong time management, analytical thinking, ability to learn new concepts quickly, ability to work well under pressure, and clear, effective communication.
Nice To Haves
- Background in audit and financial statement preparation, including GAAP-compliant statements and required auditor communications.
- Experience across industries such as financial services, SaaS/technology, distribution, manufacturing, construction, and media.
- Demonstrated record of revenue origination and proposal leadership within a transaction advisory practice.
- Ability to leverage AI on a deal-by-deal basis.
Responsibilities
- Lead buy-side due diligence engagements, including Quality of Earnings, Quality of Assets, and customized due diligence for corporate clients, private equity firms, and lenders.
- Manage and lead sell-side due diligence and consulting engagements.
- Identify issues and key risks that may support 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 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, present Quality of Earnings findings and key risks or issues, and discuss findings with business owners and boards.
- Supervise, review, evaluate, and train seniors, staff, and interns, and meet external reporting and valuation deadlines.
- Work alongside M&A advisors, attorneys, investment bankers, and management teams throughout the deal process.
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What This Job Offers
Job Type
Full-time
Career Level
Director
