VP Transaction Advisory/Financial Due Diligence

Vice President, Transaction Advisory/Financial Due Diligence Location: Hybrid | Cleveland, OH, Dallas, TX, Orange County, CA, & Grand Rapids, MI Industry: Financial Advisory | Transaction Advisory Services | M&AOur client is a premier financial advisory firm serving clients across the insurance, wealth management, and financial services sectors; they are seeking a Vice President, Financial Due Diligence/TAS to join its growing Financial Advisory practice.This is a unique opportunity for an experienced transaction advisory professional to lead sell-side due diligence engagements, work directly with executives and investors, and help expand a rapidly growing advisory platform. The successful candidate will play a key role in client delivery, practice development, and mentoring junior team members. Key Responsibilities Lead financial due diligence engagements and serve as the primary client-facing contact throughout the transaction process.Manage project execution from kickoff through final deliverables while ensuring timelines, quality standards, and client expectations are met.Prepare and review quality of earnings analyses, working capital assessments, and transaction-focused financial reviews.Analyze target company financial performance, earnings sustainability, forecasts, and key operating metrics.Identify transaction risks, liabilities, and opportunities that may impact valuation or investment decisions.Effectively communicate findings to clients, lenders, investors, and executive leadership teams.Serve as a subject matter expert and mentor to junior professionals across the advisory practice.Continuously improve processes, methodologies, and client deliverables while staying current on industry trends and best practices.Support relationship development and business growth initiatives across the broader advisory platform. Qualifications Bachelor's degree in Finance, Accounting, or a related field.CPA and/or advanced degree preferred.6+ years of experience in financial due diligence, transaction advisory services, audit, or related consulting environments.Strong understanding of quality of earnings analysis, working capital reviews, and transaction support.Experience managing multiple engagements and leading project teams.Excellent presentation, client communication, and report-writing skills.Strong financial analysis and problem-solving capabilities.Advanced proficiency with Microsoft Excel, PowerPoint, and Word.Insurance industry experience is beneficial but not required.Willingness to travel as needed. What You'll Find Exposure to high-profile M&A transactions and strategic advisory engagements.Direct interaction with private equity firms, strategic acquirers, lenders, and business owners.Significant leadership responsibility and visibility within a growing practice.Collaborative and entrepreneurial culture focused on professional development.Competitive compensation and benefits package.Hybrid work environment and flexibility.Long-term advancement opportunities as the practice continues to expand. Why This Opportunity? This role is ideal for professionals currently in Transaction Advisory Services, Financial Due Diligence, Audit, Accounting Advisory, or M&A consulting who are looking for increased client exposure, leadership responsibility, and the opportunity to help build a growing advisory platform. You'll have the chance to lead meaningful transactions, influence strategic decisions, and work alongside a highly respected team of financial advisory professionals. Expected Compensation:Base Salary: $130k - $175k Discretionary Bonus: 10-30%