Jobs · Finance

Director, Transaction Advisory Services (Financial Due Diligence)

Jobgether · United States · 1 mo ago
RemoteRemoteFinance$190k–$220k/yrFull-time
We need to output only HTML fragment, with sections for headings where there is real content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate like "This position is listed on behalf of a partner company..."? That is part of description; we need to preserve substantive info. The description includes: "This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, Transaction Advisory Services (Financial Due Diligence) based in United States." The job title is already shown on page, we should not repeat it as heading. But we can include the description as prose in a

. However we need to decide sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections with real specific content. We have content: About the role: description of role, responsibilities, etc. Could combine responsibilities and about. But we need to follow headings:

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
  • for any list of duties/requirements/benefits, and

    for prose. We need to parse the posting. Let's extract sections: - About the role: The initial paragraph describing the role: "This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, Transaction Advisory Services (Financial Due Diligence) based in United States. This role leads financial due diligence engagements for private equity sponsors, lenders, and corporate acquirers across a diverse range of middle-market transactions. You’ll take ownership of the analytical work, client relationship, engagement strategy, and quality of deliverables from kickoff through completion. The position combines deep transaction expertise with direct exposure to sophisticated deal teams and high-stakes investment decisions. You’ll lead quality of earnings, working capital, debt, debt-like items, and cash flow analyses, translating complex financial information into commercially relevant conclusions. Beyond individual engagements, you’ll develop junior talent, contribute to recruiting and business development, and help strengthen methodologies and intellectual capital across the practice. The environment is entrepreneurial and collaborative, with meaningful Director-level authority and opportunities to contribute visibly to the growth of the broader advisory business. This remote opportunity is designed for an experienced transaction advisory professional who is decisive under pressure, commercially minded, and comfortable operating with significant ownership and autonomy." That's about the role. - Responsibilities: The "Accountabilities" section lists many bullet-like sentences. Those are responsibilities. We can put under

    Responsibilities

    with
    • each bullet. - Requirements: The "Requirements" section lists bullet points. We'll put under

      Requirements

      with
      • . - Benefits: The "Benefits" section lists many items. We'll put under

        Benefits

        with
        • . - Pay: The posting includes "Annual base salary range of $190,000–$220,000. Annual discretionary bonus targeted at 30% of base salary. Target total cash compensation of approximately $247,000–$286,000." That's pay info. So we need a Pay section. - Schedule: The posting mentions "Hybrid and fully remote work flexibility. Remote work eligibility without geographic adjustment to the posted compensation range." That's schedule/remote work. Could be Schedule section. - Qualifications: Might be overlapping with Requirements; but we have Requirements already. Could also have Qualifications separate if distinct. The posting includes "Bachelor’s degree in Accounting, Finance, or a related field required. CPA certification is preferred..." That's part of Requirements. So we may not need separate Qualifications. - Skills: Could be separate but we have skills within Requirements (Advanced Excel skills, strong client-facing communication skills, etc.). Might be okay to keep under Requirements. We must not create sections with filler like "not specified". We have actual content for About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. We need to ensure we don't repeat job title as heading. We'll not include any heading that is the job title. We need to output only HTML fragment, no /, no markdown fences. Let's craft. First, About the role: we can put the descriptive paragraph(s) as

          . Might break into multiple paragraphs for readability but it's okay. Responsibilities: list each accountability sentence. Let's extract accountability bullets: - Lead buy-side and sell-side financial due diligence engagements for private equity sponsors, lenders, and corporate acquirers across multiple industries and transaction types. - Own engagement execution from scoping and workplan development through request-list management, timeline oversight, analysis, and final delivery. - Direct quality of earnings analyses, including EBITDA normalization and identification of transaction-specific adjustments. - Lead net working capital assessments, debt and debt-like item analysis, and cash flow reviews. - Identify transaction risks, financial trends, and deal considerations and communicate their implications clearly to clients and deal teams. - Prepare and review financial due diligence reports that translate complex financial analysis into concise, actionable investment insights. - Serve as the primary day-to-day client contact, managing relationships with private equity deal teams, lenders, management teams, and other transaction advisors. - Lead management interviews and diligence calls with target company finance teams and executives, navigating sensitive issues with professionalism and sound judgment. - Present findings and key transaction considerations to sophisticated stakeholders with clarity, confidence, and strong supporting analysis. - Develop and strengthen long-term client relationships, positioning the advisory team as a trusted partner throughout the transaction lifecycle. - Direct and review the work of Vice Presidents, Senior Associates, and Associates, ensuring analytical accuracy, clear communication, and high-quality deliverables. - Provide timely, specific coaching and feedback to strengthen team capabilities and professional development. - Contribute to recruiting, training, mentoring, and broader professional development initiatives. - Participate in business development activities, including identifying opportunities with existing clients, supporting proposals, and contributing to growth initiatives. - Help develop and refine transaction advisory methodologies, templates, sector approaches, and other intellectual capital. - Operate with significant autonomy while keeping senior leadership appropriately informed of engagement progress, risks, and key client considerations. That's many items. Requirements: list: - 8+ years of progressive financial due diligence or transaction advisory experience within a Big 4 TAS or Deals practice, national advisory firm, or comparable transaction advisory environment. - Demonstrated experience independently leading full-scope financial due diligence engagements and quality of earnings analyses. - Strong expertise in net working capital assessments, debt and debt-like items, cash flow analysis, and transaction-related financial considerations. - Deep knowledge of US GAAP as applied in transaction environments, including EBITDA normalization, working capital mechanics, and purchase agreement considerations. - Broad exposure to middle-market transactions across sectors such as manufacturing, distribution, business services, technology, and consumer. - Bachelor’s degree in Accounting, Finance, or a related field required. - CPA certification is preferred, with an active license or eligibility to obtain one. - Advanced Excel skills and the ability to analyze large, complex datasets efficiently under transaction-driven deadlines. - Strong client-facing communication skills, with the ability to explain complex financial findings in clear, commercially relevant language. - Demonstrated ability to manage multiple priorities and make sound decisions in fast-moving, deadline-driven transaction environments. - Strong leadership and people-development skills, including the ability to provide substantive coaching, delegate effectively, and maintain high quality standards. - Ability to manage relationships with senior stakeholders and communicate effectively upward and across engagement teams. - Entrepreneurial mindset with an interest in building processes, methodologies, client relationships, and practice capabilities. - Comfortable working with ambiguity and taking ownership of engagements with limited supervision. - Strong attention to analytical detail combined with the ability to understand broader business and transaction implications. - Willingness to contribute to business development, recruiting, practice-building, and intellectual capital initiatives. Benefits: list: - Annual base salary range of $190,000–$220,000. - Annual discretionary bonus targeted at 30% of base salary. - Target total cash compensation of approximately $247,000–$286,000. - Medical, dental, and vision insurance. - 401(k) plan with employer contribution. - Paid time off, including vacation, sick leave, and company holidays. - Paid parental leave. - Hybrid and fully remote work flexibility. - Remote work eligibility without geographic adjustment to the posted compensation range. - Professional development support and continuing education reimbursement. - Participation in an employee ownership model. - Opportunity to work directly with private equity sponsors, lenders, management teams, and other sophisticated transaction stakeholders. - Meaningful Director-level ownership over engagements, client relationships, and practice development. - Collaborative, entrepreneurial environment with opportunities to contribute to the continued growth of a specialized transaction advisory practice. Pay: Actually the salary info is already in Benefits list; but we need a Pay section only if posting actually states them. It does state salary range, bonus, total cash compensation. We could either put them under Benefits or Pay. The instruction: "Prefer a few substantive sections over many thin ones." So we could combine Pay into Benefits, but they said include a section ONLY when posting has real, specific content for it — never emit a heading followed by filler/placeholder text. They also list possible headings: Benefits, Pay, Schedule. So we could have Benefits section that includes compensation and other benefits. That would be fine. Then we might not need separate Pay section. However they said "never create Pay/Schedule/Benefits sections unless the posting actually states them." Since posting states compensation, we could create a Pay section for compensation details, and Benefits for other benefits. But that would be thin sections? Might be okay. But they said prefer a few substantive sections over many thin ones. So better to combine compensation into Benefits to avoid thin Pay section. However they also said "include a section ONLY when the posting has real, specific content for it". If we combine, we still have content. So we can have Benefits section that includes compensation, insurance, etc. That's substantive. Schedule: The posting mentions hybrid/fully remote work flexibility, remote work eligibility without geographic adjustment. That's schedule/remote work. Could be Schedule section. That's substantive. Thus sections: About the role, Responsibilities, Requirements, Benefits, Schedule. We should not include Qualifications or Skills separately. Now we need to output HTML. Structure:

          About the role

          ... (the paragraph)

          Responsibilities

          • ...
          • ...

          Requirements

          • ...
          • ...

          Benefits

          • ...
          • ...

          Schedule

          ... maybe a short paragraph about hybrid/remote flexibility.

          We need to ensure we don't include any boilerplate like "This position is listed on behalf of a partner company, who manages all applications and next steps." That's part of About the role; we keep it. We must not include "How Jobgether Works", "Why Apply Through Jobgether?", "Data Privacy Notice", etc. Remove those. Now craft the About the role paragraph: combine the initial sentences into a coherent paragraph. Could be two paragraphs but okay. Let's write:

          This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, Transaction Advisory Services (Financial Due Diligence) based in the United States. This role leads financial due diligence engagements for private equity sponsors, lenders, and corporate acquirers across a diverse range of middle‑market transactions. You’ll take ownership of the analytical work, client relationship, engagement strategy, and quality of deliverables from kickoff through completion. The position combines deep transaction expertise with direct exposure to sophisticated deal teams and high‑stakes investment decisions. You’ll lead quality of earnings, working capital, debt, debt‑like items

Similar jobs