Jobs · Finance · Illinois

Director, Transaction Advisory Services (Financial Due Diligence)

Intrinsic LLC · Chicago, IL · 1 mo ago
Finance$190k–$220k/yrFull-time
We need to output HTML fragment with sections: headings using

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. We need to preserve all substantive info, no boilerplate, no EEO, etc. We need to parse the posting. Key sections: - The Role (intro) maybe "About the role"? The posting starts with "The Role" then description. Could map to "About the role". We'll include a

About the role

with paragraphs. - "Why Intrinsic" maybe part of About the role? Could be separate but not required. Could combine. - "What You'll Do" includes Engagement Leadership, Client Relationship Management, Team Development & Practice Building. Could be under Responsibilities. So

Responsibilities

with lists. - "What Makes You a Fit" includes "You Bring Seasoned Transaction Expertise" and "You Lead With a Director's Mindset". Could be Requirements/Qualifications/Skills. We need to decide. We have sections: Requirements, Qualifications, Skills. The posting includes experience, education, skills. We can split: Requirements (experience, education), Qualifications (maybe same), Skills (Excel, etc). But we should avoid thin sections. Perhaps combine into one "Requirements" with bullet lists. But instructions: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Prefer a few substantive sections over many thin ones. So we could have: About the role, Responsibilities, Requirements (including qualifications and skills), Benefits, Pay. Pay: there is compensation details. So include

Pay

with paragraph. Benefits: list benefits. Schedule: there is hybrid and remote flexibility mentioned under Why Intrinsic and also "This position is eligible for remote work." Could be schedule. So include

Schedule

with paragraph. We must not include sections with filler like "commensurate with experience". Not present. We must not repeat job title as heading. Not include Job ID. We must remove boilerplate: Equal Opportunity Employer, etc. We must preserve all substantive info. Let's extract content. About the role: The first paragraph(s) under "The Role" and "Why Intrinsic". Let's combine. The Role text: "The Role Somewhere between a Big 4 TAS practice and a lean boutique firm that punches well above its weight, Intrinsic has built something different. 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. This is not a title with layers of bureaucracy above it. Directors at Intrinsic have meaningful authority over engagements, direct access to PE sponsors and deal teams, and a real seat at the table as we build. If you have logged significant reps in buy-side and sell-side diligence, can lead a quality of earnings analysis as instinctively as breathing, and are energized by the idea of doing that work inside a firm where your contributions are visible and your ownership stake grows alongside the firm's success, this is worth your attention." Then "Why Intrinsic Private, independent firm with significant employee ownership: when the firm wins, you winDirector-level authority from day one: you own the engagements, the quality bar, and the client relationshipMiddle-market focus: our deals are complex enough to require real analytical rigor and small enough that every team member is visible and valuedHybrid and Remote flexibility: based in Denver with remote-friendly policies and work-from-anywhere options" We need to format nicely. Responsibilities: Under "What You'll Do" with subheadings Engagement Leadership, Client Relationship Management, Team Development & Practice Building. We'll produce bullet lists for each. Let's extract bullet points. Engagement Leadership: - You are the senior person accountable for the work. You scope the engagement, structure the analysis, set the pace, and ensure every deliverable meets the standard our clients have come to expect. You are not handing off work to review it later; you are in it alongside your team. - 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: - At Intrinsic, Directors hold the relationship. You are the person clients call when something is complicated, when timelines compress, or when findings require interpretation beyond the databook. - 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: - Directors at Intrinsic develop people. You will manage deal teams, provide substantive coaching and feedback, and invest in the growth of Senior Associates and VPs on your engagements. Beyond individual deals, you will have a voice in how the TAS practice operates, scales, and builds its reputation. - 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 Now Requirements/Qualifications/Skills. From "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 You Lead With a Director's Mindset: - You set the quality bar; your team looks to you for the standard, not just the timeline - You are decisive under pressure: 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 manage upward and across: you keep Directors and Managing Directors appropriately informed while running engagements with minimal hand-holding - You develop people deliberately: feedback is specific, timely, and directed at raising capability, not just completing the deliverable - You are entrepreneurial: you do not wait for processes to be handed to you; you help build them We could combine these into Requirements (experience, education) and Skills (Excel, etc) and Qualifications (maybe mindset). But to avoid many thin sections, we can have one "Requirements" that includes experience, education, and skills, and maybe another "Qualifications" for mindset? But instructions: prefer few substantive sections over many thin ones. So maybe just two sections: Responsibilities and Requirements (including qualifications and skills). But we also need Pay, Benefits, Schedule sections if they have content. Pay: "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." We can put that under Pay. Benefits: "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." We can put that under Benefits. Schedule: There's hybrid and remote flexibility mentioned under Why Intrinsic and also "This position is eligible for remote work." Could be schedule. We'll put schedule: hybrid/remote flexibility, based in Denver with remote-friendly policies and work-from-anywhere options. We also have "About Intrinsic" section after compensation, but that is boilerplate? It's about the firm. Might be considered "About the role"? Already covered. Could be omitted as it's somewhat repetitive. But we could include as "About the company" but not required. The instruction: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. The About Intrinsic paragraph is specific content about the firm. Could be included under "About the role" or separate "About the company". But we already have About the role covering role description. Might be okay to add another section "About the firm". However they gave examples of headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. They didn't list About the company. So we should stick to those headings. So we can incorporate the About Intrinsic info into About the role section. Thus final sections: About the role, Responsibilities, Requirements (maybe combine qualifications and skills), Benefits, Pay, Schedule. We need to ensure we don't repeat content. Let's craft HTML. We'll use

About the role

then

paragraphs. We'll need to split the About the role content into maybe two paragraphs: first paragraph describing firm and role, second paragraph about Why Intrinsic (private independent firm, director-level authority, middle-market focus, hybrid remote flexibility). We'll preserve all details. Responsibilities:

Responsibilities

then maybe
    with subheadings? Could embed headings inside list? Better to have subheadings

    but not allowed? Only h3 for section headings. Could use inside list items. We'll just have list items with the details; we can include bold headings inside each item. But we need to preserve all details; we can break into multiple
      for each subcategory with a preceding

      or . Simpler: Use

      • and inside each li we can have Engagement Leadership: then a sublist? That would be nested lists. That's okay. We'll produce:

        Responsibilities

        • Engagement Leadership:

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