Director – Transaction Advisory Services

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Director – Transaction Advisory Services in United States.

This role is a senior leadership position responsible for overseeing complex financial transactions, advising clients on strategic and operational decisions, and delivering high-quality, actionable insights. You will lead multiple engagements, collaborate with cross-functional teams, and serve as a trusted advisor for clients navigating mergers, acquisitions, and other corporate finance activities. The position requires a combination of advanced financial analysis, deal structuring expertise, and client relationship management. You will mentor junior team members, influence client outcomes through data-driven recommendations, and maintain the highest standards of quality and accuracy. This role is ideal for a proactive, strategic professional seeking to have a meaningful impact across diverse industries and high-stakes transactions.

• Perform comprehensive financial analysis of historical and projected statements to assess performance, identify risks, and highlight opportunities
• Collaborate with the team to evaluate deal structures and valuation methodologies, considering market trends and transaction characteristics
• Stay informed on industry developments, market dynamics, and competitive landscapes to provide actionable client insights
• Manage multiple concurrent projects, ensuring timely delivery of high-quality work and meeting client expectations
• Act as a primary point of contact for clients, building strong relationships and effectively communicating findings and recommendations
• Work closely with cross-functional teams to leverage expertise and enhance the overall value delivered to clients
• Prepare clear, concise reports and presentations that simplify complex financial information for clients and stakeholders
• Review and verify junior team members’ work to maintain accuracy, consistency, and high standards across deliverables

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Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degrees a plus
• 7+ years of experience in Transaction Advisory Services or related areas
• Strong financial modeling and analytical skills with proficiency in Excel and financial databases
• In-depth understanding of financial statements, valuation techniques, and deal structuring
• Proven ability to manage projects, prioritize multiple deliverables, and meet strict deadlines
• Exceptional written and verbal communication skills for client and internal team interactions
• Strong problem-solving and critical thinking abilities, with attention to detail
• Familiarity with industry regulations and compliance standards (e.g., IFRS, GAAP) is advantageous
• Professional certifications such as CPA or CFA are desirable but not mandatory

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Benefits:

• Competitive base salary range of $142,000 - $191,000, with potential for annual discretionary bonuses
• Comprehensive health plan options including medical, dental, and vision coverage, plus HSA contributions
• Firm-sponsored life insurance, short- and long-term disability coverage
• 401(k) savings plan with profit-sharing and matching contributions
• Flexible time off, family care leave, parental leave, and family formation benefits
• Employee Assistance Program and wellness incentives
• Continuing education, certification assistance, and professional development opportunities
• Additional voluntary benefits, including critical illness, accident insurance, legal coverage, pet insurance, ID theft protection, and supplemental life/AD&D
• Flexible and supportive work environment designed to balance professional and personal priorities