Director, Transaction Advisory Services (TAS) and Financial Due Diligence (FDD)

Embarc Advisors was founded by a former Goldman Sachs investment banker and McKinsey & Co. consultant to challenge the traditional extremes of finance careers. We offer a high-performance, high-learning environment in a human-centered setting, delivering best-in-class advice across M&A, capital raising, outsourced corporate development, and strategic CFO services. Our team comprises professionals with backgrounds in investment banking, private equity, consulting, strategic finance, and investment management who thrive on challenge, continuous improvement, and delivering results. We help clients close complex M&A transactions, raise capital from early-stage seed to $100M+ growth rounds, and scale profitably as their long-term CFO partners.

About the role

As the Director, Transaction Advisory Services and Financial Due Diligence, you will lead the financial due diligence process, uncovering key value drivers for clients and playing a pivotal role in M&A execution and strategic finance. This position offers the opportunity to disrupt the FDD industry while managing client relationships, analyzing historical performance, and shaping future projections. You will provide actionable insights to clients at early engagement stages, often starting with internal quality of earnings assessments, and become a trusted advisor for critical business decisions.

Responsibilities

• Lead end-to-end project management, work plan development, and execution for financial due diligence and transaction advisory services.
• Manage client teams to deliver project goals in a timely and resource-efficient manner.
• Communicate effectively across all stakeholders to drive optimal outcomes and exceed client expectations.
• Independently manage due diligence, quality of earnings, and other transaction advisory services for clients growing through acquisitions or preparing for sale.
• Develop and prepare audience-appropriate materials, including quality of earnings databooks and financial due diligence reports.
• Analyze financial and operational results through accounting records and management interviews.
• Cultivate and maintain strong relationships with client leadership and key staff.
• Identify opportunities where Embarc’s financial and strategic services (e.g., capital raising, M&A, and strategic finance) may accelerate the client’s strategic plan.
• Act as a thought leader and trusted advisor to client leadership.
• Spearhead complex strategic analysis, quantitative analysis, and robust financial modeling to produce meaningful insights addressing clients’ challenges.
• Translate complex strategic and financial analysis into insightful reports and presentations for clients and stakeholders, facilitating decision-making.
• Identify post-acquisition action steps to achieve anticipated earnings and cash flow improvements.
• Evaluate effects of seasonality and cyclicality on cash flow requirements.
• Perform industry and company research to keep Embarc and its clients informed of market insights.
• Create tailored transaction advisory reports on normalized earnings, financial reporting, working capital trends, and indebtedness considerations.
• Lead cross-functional project management from end to end, communicating recommendations and driving outcomes with stakeholders.
• Perform other duties as assigned.

Qualifications

• Bachelor’s Degree and 7+ years of experience within a mid to large-sized professional services firm (Big 4 experience is a plus).
• Experience with best-in-class Transaction Advisory Services (TAS) and Financial Due Diligence (FDD) practices.
• Track record of successfully leading TAS/FDD teams, including recruiting, training, and project management.
• Exceptional analytical skills, including advanced financial modeling and financial/accounting analysis.
• Ability to interpret qualitative and quantitative analysis and develop insights and recommendations.
• Ability to lead multiple engagements simultaneously using strong project management skills.
• Mature presence, empathy, intellectual curiosity, and ability to learn quickly.
• Demonstrated strengths in financial accounting, capital markets, and M&A concepts.
• Proven success in cultivating strong relationships with clients, executives, and boards.
• Ability to develop and maintain strong working relationships with internal and external cross-functional teams.
• Proven success in independently developing presentations and communication materials for executive leadership and boards.
• Excellent oral and written communication skills.
• Demonstrated excellence in presenting to diverse stakeholders (including C-Suite and Board of Advisors) and aligning them around common goals.
• Proven ability to maintain excellent attention to detail and accuracy.
• Demonstrated success in building and improving processes and promoting quality.
• Experience working with startup organizations is a plus.

Benefits

• Exposure to diverse, high-impact work across strategic CFO advisory, capital raising, and M&A, partnering directly with founders, CEOs, and investors.
• Agility and influence of a fast-growing firm where your contributions shape the business.
• Intellectual rigor of top-tier advisory work without the burnout culture of traditional finance.
• High-performance, collaborative team with backgrounds in investment banking, private equity, consulting, FP&A, and more.
• Flexibility to grow at your own pace, whether leaning into leadership, deepening technical expertise, or exploring new service lines.
• Frontline exposure to scaling companies without betting your career on a single startup.
• Strong culture of trust, ownership, and continuous learning.
• Opportunities to participate in shared success and upside.
• Fully remote work environment supported by structured operations (EOS) for alignment and effectiveness.

Pay

Total target compensation of $220,000–$300,000 annually, consisting of base salary and semi-annual performance bonus opportunities.

Benefits

• 401(k) with immediate vesting and employer match after one year.
• Comprehensive medical, dental, and vision coverage.
• Unlimited vacation time and paid sick leave.
• Short-term disability insurance.
• Three team offsites per year to connect, recharge, and grow together.