Director, Transaction Advisory Services

The Role

At Intrinsic, 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.

Why Intrinsic

• Private, independent firm with significant employee ownership: when the firm wins, you win
• Director-level authority from day one: you own the engagements, the quality bar, and the client relationship
• Middle-market focus: our deals are complex enough to require real analytical rigor and small enough that every team member is visible and valued
• Hybrid and Remote flexibility: based in Denver with remote-friendly policies and work-from-anywhere options

What You'll Do

Engagement Leadership

• 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

Client Relationship Management

• 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

Team Development & Practice Building

• 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

What Makes You a Fit

• You bring seasoned transaction expertise:
• 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 preferred (active or eligible)
• Advanced Excel proficiency and comfort working with large, complex datasets under deal-driven timelines

Compensation & Benefits

This position has an expected base salary range of $190,000 to $220,000 annually. Skills, experience, education, and qualifications determine final compensation. Employees are also eligible for an annual discretionary bonus targeted at 30% of base salary, bringing target total cash compensation to approximately $247,000 to $286,000.

Benefits include medical, dental, and vision insurance; a 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; and participation in the firm's employee ownership model. All full-time employees are eligible for these benefits.

This position is eligible for remote work. Compensation reflects the full posted range and is not adjusted by geography.

About Intrinsic

Since 2010, Intrinsic has partnered with private equity firms, portfolio companies, and the office of the CFO to deliver transaction advisory services, valuation, and financial and accounting advisory support. We're a private, independent firm with significant employee ownership, headquartered in Denver, with team members across the country.

Our Healthcare Transaction Advisory practice works at the intersection of middle-market PE and healthcare services M&A — executing buy-side and sell-side diligence for sponsors investing across physician services, behavioral health, home-based care, dental, veterinary, and other care delivery businesses. We bring sector-specific analytical rigor to every engagement, and we are building a team that reflects that standard at every level.

Equal Opportunity Employer

Intrinsic is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, pregnancy, genetic information, marital status, sexual orientation, gender identity or expression, veteran status, or any other status protected by applicable federal, state, or local law. We are committed to building a diverse and inclusive workplace where everyone feels respected and empowered to do their best work.