Vice President, Transaction Advisory Services (Financial Due Diligence)

Intrinsic•Chicago, CO

4d•Hybrid

About The Position

The Vice President in our Transaction Advisory Services practice is where analytical ownership meets engagement coordination. You are the engine of execution on active deals: deep enough in the work to catch what matters, and senior enough to direct the team, shape the output, and serve as a credible point of contact for clients when it counts. This role sits between the execution layer of the Senior Associate and the strategic ownership layer of the Director. That means you are the person who keeps engagements moving with precision, ensures the quality of the databook and report sections before they reach the Director for final review, and develops the junior talent around you through real-time coaching on active deals. If you have built strong fundamentals in buy-side and sell-side diligence, can run a QoE analysis with confidence, and want to grow your leadership skills inside a firm that rewards rigor and gives you the visibility to do it, this role is the right next step.

Requirements

5+ years of progressive experience in financial due diligence at a Big 4 TAS or Deals practice, a national advisory firm, or a comparable transaction environment.
Proven ability to lead QoE analyses and full-scope diligence workstreams with meaningful autonomy.
Solid command of US GAAP as applied in transaction contexts: EBITDA normalization, working capital mechanics, debt-like structuring, and the accounting judgments that arise in middle-market deals.
Exposure to a range of industries through buy-side and sell-side diligence.
Bachelor's degree in Accounting or Finance.
CPA required (active or eligible).
Strong Excel skills and comfort handling large, complex datasets on deal timelines.
Takes ownership of workstreams: tracks what is open, anticipates what is next, and communicates clearly when circumstances shift.
Holds self to a high standard of self-review: work is organized and accurate before it goes to the Director.
Translates numbers into narrative: can explain what a QoE adjustment means for the deal.
Develops the people around them: feedback is direct, specific, and aimed at making the team better.
Stays composed under deal pressure: compressed timelines and incomplete data sharpen focus.

Responsibilities

Own the day-to-day execution of financial due diligence engagements.
Lead and coordinate the execution of buy-side and sell-side financial due diligence engagements across a range of industries and transaction types, under the direction of a Director or Managing Director.
Run quality of earnings analyses, net working capital assessments, and debt and debt-like item reviews, with the technical fluency to make sound judgment calls on normalization items, accounting policy questions, and data gaps.
Manage the request list process: track outstanding items, coordinate with target company management and advisors, and keep the engagement moving toward delivery.
Structure and populate databooks and analytical workpapers with a standard of accuracy and organization that holds up under Director review and client scrutiny.
Draft report sections covering key findings, quality of earnings adjustments, working capital analysis, and deal considerations, communicating conclusions clearly and without unnecessary hedging.
Direct and review the work of Senior Associates and Associates, ensuring accuracy, analytical rigor, and clarity in all deliverables before they advance to Director review.
Delegate workstreams appropriately and track progress across multiple team members and concurrent tasks on active deals.
Provide specific, real-time coaching to junior team members on technical concepts, workpaper standards, and professional judgment.
Model the work ethic, quality standard, and communication approach that defines the Intrinsic TAS practice.
Serve as a day-to-day point of contact for client deal teams on active engagements, handling status updates, clarification requests, and routine communication with professionalism and precision.
Lead and participate in management interviews and diligence calls with target company finance teams, applying judgment about what questions to ask and what follow-ups to pursue.
Coordinate across internal workstreams and with third-party advisors including legal, tax, and other diligence specialists as needed.