Vice President, Transaction Advisory Services

Responsibilities

• Lead and manage end-to-end Quality of Earnings (QoE) and Working Capital Adjustment engagements.
• Oversee workstreams involving complex quantitative analysis, detailed financial models, and multi-layered data reviews.
• Review and finalize analyses across income statement, balance sheet, cash flow, net working capital, debt/debt-like items, and key operational drivers.
• Provide final quality control for client deliverables, including full QoE reports and diligence findings.
• Formulate accounting-based adjustments supported by observed trends, client discussions, and technical judgment.
• Guide clients on incorporating diligence findings into valuation, purchase agreements, and deal structuring.
• Lead diligence calls, management discussions, and financial discovery sessions to support investment decisions.

Qualifications

• Education & Credentials: Bachelor’s degree in Accounting, Finance, or related field required. MAC/MBA preferred but not required. CPA strongly preferred.
• Experience: 7+ years of relevant experience, ideally in Financial Due Diligence within Big-4 or a comparable FDD practice. Proven success managing multiple concurrent engagements and leading teams. Strong familiarity with QoE, revenue/expense analysis, working capital reviews, and deal-related accounting issues.
• Technical Skills: Advanced Excel and financial modeling capability. Strong understanding of financial statements, GAAP, and transaction accounting. Experience with BI tools or data manipulation technologies is a plus.
• Soft Skills: Strong analytical and critical-thinking skills with meticulous attention to detail. Excellent written, verbal, and presentation skills. Thrives in fast-paced M&A environments with shifting priorities. Highly organized with strong project-management capabilities. Proactive, entrepreneurial mindset with a “team-first” orientation.