Senior Manager / Director, Transaction Advisory

This is a fully remote role within a boutique, growing advisory firm with a Big 4 pedigreed leader. They are highly tech & AI enabled.

Looking for someone to be the Deals leader.

Senior Manager / Director, Transaction Advisory (Financial Due Diligence)

Role Overview

Our client is seeking a senior leader to drive financial due diligence and transaction advisory engagements, with a focus on Quality of Earnings. This role owns end‑to‑end M&A execution, leads client relationships, and shapes the growth of the practice through strategic insight, operational excellence, and innovation. The ideal candidate brings a strong commercial mindset, deep analytical capability, and a track record of leading teams and delivering high‑impact results in complex, fast‑paced environments.

Key Responsibilities

• Own and lead financial due diligence engagements from origination through delivery, ensuring quality, efficiency, and client impact.
• Drive commercial insights through analysis of historical and forecast financials, identifying key value drivers, risks, and deal considerations.
• Advise senior stakeholders by clearly articulating transaction risks, opportunities, and strategic implications in executive-level deliverables.
• Build and scale client relationships, serving as a trusted advisor and expanding engagement scope and long-term partnerships.
• Lead, develop, and retain talent, establishing high-performance standards and mentoring teams across multiple engagements.
• Provide technical leadership on complex accounting and transaction issues, guiding teams through critical judgments and conclusions.
• Enhance operating model efficiency by championing process improvements, automation, and technology-enabled solutions.
• Contribute to practice growth, including business development, go-to-market initiatives, and thought leadership.
• Oversee market and industry analysis to inform deal strategy and client recommendations.

Qualifications

• Bachelor's degree required
• CPA preferred
• 7+ years of relevant work experience in TAS/FDD (ideally PE companies)
• Ideally some experience in Big 4 or a Top 25 CPA/Advisory firm
• Some audit/assurance to start career is great to have
• Advanced MS Excel skills
• Ability to analyze financial information and statements
• Familiarity with fundamental concepts of accounting including GAAP
• Visa sponsorship not available