Vice President, Transaction Advisory Services

About the role

Established over 50 years ago with billions in assets, the firm’s Transaction Advisory Services practice assists private equity and corporate clients with financial, IT, and tax due diligence, business analytics, and technical accounting matters related to mergers, divestitures, and acquisitions (M&A). The Vice President will work on a variety of industries—including Business Services, Consumer Food and Retail, Healthcare, Industrials, and Technology—providing exposure to the broader corporate finance and capital markets landscape while developing and extending financial and interpersonal skills.

Responsibilities

• Perform M&A financial due diligence for the purchase and sale of private and public companies.
• Assist clients with financial, IT, and tax due diligence, business analytics, and technical accounting matters associated with corporate transactions.
• Analyze and evaluate financial statements, purchase accounting, and transaction‑related issues under US GAAP and SEC reporting requirements.
• Collaborate with cross‑functional teams to support private equity and corporate clients throughout the transaction lifecycle.
• Leverage data‑analytics tools (e.g., Tableau, Alteryx) to enhance due‑diligence analyses where applicable.

Qualifications

• Undergraduate degree from an accredited institution.
• 6+ years of financial due‑diligence experience, or a combination of audit experience that includes at least 4 years of financial due diligence, preferably with a Big 4 firm.
• Strong, current knowledge of US Generally Accepted Accounting Principles, SEC reporting, purchase accounting, and transaction‑related issues.
• CPA certification required, or actively pursuing CPA.
• Familiarity with Tableau, Alteryx, and other data‑analytics packages preferred (not required).

Benefits

• Comprehensive health coverage (medical, dental, vision) with access to FSAs and HSAs.
• 401(k) plan with pre‑tax and Roth options.
• Discretionary bonus opportunities, including potential cash and/or equity compensation.
• Generous and flexible paid time off (PTO) for both exempt and non‑exempt employees.
• Family‑forming support up to $10,000 annually for fertility, IVF, adoption, and surrogacy.
• Backup childcare assistance up to 10 days per year for eligible employees.
• Employee Assistance Program offering free emotional, mental, and physical well‑being support.
• Financial planning services for personal finance, investments, and retirement guidance.
• Healthcare support services for navigating serious or complex medical conditions.
• Employer‑paid basic life and long‑term disability insurance.

Pay

$160,000 – $215,000 per year