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

About the role

We are seeking a seasoned Transaction Advisory Services (TAS) / Financial Due Diligence (FDD) Director to join our dynamic team. This role offers a unique opportunity to utilize and expand your expertise in Financial Due Diligence while playing a pivotal role in M&A execution and Strategic Finance for growth-focused companies.

Responsibilities

• Leads the end-to-end project management, work plan development, process, and project execution.
• Manages client team to deliver project goals in a timely and resource efficient manner.
• Effectively communicate across all stakeholders.
• Drive optimal outcomes for all stakeholders, while meeting and/or exceeding client expectations.
• Independently manage due diligence, quality of earnings, and other transaction advisory related services to support Embarc clients that are looking at growing through acquisitions or preparing for sale.
• Develops and prepares audience-appropriate materials, including quality of earnings databooks and financial due diligence reports.
• Analyzes financial/operational results of targets through reviewing accounting records and conducting interviews with management.
• Cultivates and maintains 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 and align with their key business objectives.
• Acts as a thought leader and trusted advisor to client's key leadership.
• Spearheads complex strategic analysis, quantitative analysis, and robust financial modeling to produce meaningful insights that address clients' challenges and needs.
• Translates complex strategic and financial analysis into insightful reports, key take-aways, and presentations for clients and key stakeholders which facilitate robust discussions, provide quantification and articulation of financial and strategic impact, and support the decision-making process.
• Evaluates effects of seasonality and cyclicality on cash flow requirements.
• Performs industry and company research to keep Embarc and its' clients informed of any market insights.
• Creates and designs tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, working capital trends, and indebtedness considerations.
• Leads the cross-functional management of projects from end to end; communicates recommendations and drives outcomes with various stakeholders.

Qualifications

• We are looking to hire an experienced Transaction Advisory Services (TAS) / Financial Due Diligence (FDD) Director who has a Bachelor's Degree and 7+ years of experience within a mid to large sized professional services firm (Big 4 is a plus!).
• The Ideal Candidate Will Have Experience with best-in-class TAS/FDD practices.
• Track record of successfully leading TAS/FDD teams including recruiting, training, project management.
• Exceptional analytical skills, including advanced financial modeling and financial / accounting analysis, etc.
• Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations.
• Ability to lead multiple engagements simultaneously, using well developed project management skills.
• Mature presence, empathy, intellectual curiosity, and ability to learn quickly.
• Demonstrated strengths with financial accounting, capital markets, and M&A concepts.
• Demonstrated success with cultivating strong relationships with clients, executives and boards.
• Ability to develop and maintain strong working relationships with both internal and external cross-functional teams, collaborating effectively to successfully drive TAS/FDD processes.
• Proven success with independently developing presentations and other communication materials executive leadership, external partners, and the Board of Advisors.
• Excellent oral and written communication skills.
• Demonstrated excellence with presenting to diverse stakeholders (including C-Suite, Board of Advisors, and external targets), and aligning them around a common goal, despite competing interests.
• Proven ability to maintain excellent attention to detail and accuracy.
• Demonstrated success with building and improving processes and promoting quality.
• Experience working with start-up organizations a plus.