Director - Transaction Advisory - Financial Due Diligence

Director – Transaction Advisory/Financial Due Diligence

We are seeking a Director to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done. We provide private equity and corporate clients buy‑side and sell‑side financial accounting due diligence. TAG professionals actively engage in assessing a target’s quality of earnings, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.

As a Director, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including manufacturing, distribution, consumer, retail, restaurants, business and industrial services, healthcare, software & technology, energy and financial services. You will provide our clients with an integrated due diligence approach that goes beyond traditional quality of earnings analyses and focuses on key value drivers for sponsors and lenders. Our integrated approach combines deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.

Responsibilities

• Counsel and mentor Associates, Senior Associates and Managers.
• Effectively lead the team in conversations with clients and lenders.
• Manage and prioritize team responsibilities and proactively consult with Managing Directors and senior members of the team as appropriate.
• Oversee all aspects of deals with limited guidance from Managing Directors.
• Manage multiple chargeable and non‑chargeable projects of varying size and complexity.
• Identify potential transaction risks and implement strategies to address risks.
• Generate a full due diligence report.
• Lead the Quality of Earnings, P&L and Working Capital analyses.
• Communicate regularly with clients regarding engagement matters (e.g., billing, status updates, preparation of scope of procedures, scope changes, request lists).
• Effectively manage day‑to‑day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.
• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
• Help engagement executives maximize the value the client is receiving from A&M (i.e., monitor engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).
• Proactively recruit, train, and develop individuals of all levels for TAG.
• Engage in training initiatives, including developing and teaching courses as appropriate.
• Display a core understanding of all TAG services (FDD/ODD) and strive to cross‑sell TAG and other A&M services as opportunities arise.
• Abide by risk management guidelines and engagement review memo procedures.
• Gather applicable conflict check information and coordinate with Managing Directors to set up engagement codes and other engagement requirements.
• Assist Managing Directors and Senior Directors in sales and business development efforts.
• Contribute to sales pursuits by generating new client business and/or adding on business from current client.
• Appropriately manage engagement risk and potential client or engagement issues.

Qualifications

• A minimum of 8–10 years of financial accounting due diligence experience at a top accounting firm.
• Bachelor’s or Master’s degree in Accounting and/or related major.
• Certified Public Accountant (CPA) or in the process of obtaining one.
• Working knowledge of US GAAP, SEC reporting, and purchase accounting.
• High proficiency in Excel and PowerPoint.
• Excellent interpersonal and communication skills.
• Strong project management skills.
• Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
• Ability to thrive and be effective in fast‑paced settings.

Benefits

The base salary is $200,000 annually, dependent on several variables including education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program based on individual and firm performance; please ask your recruiter for details.

Regular employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages, as well as a 401(k) retirement savings plan. Eligible employees receive an annual discretionary contribution to their 401(k). Employees also receive paid time off including vacation, personal days, 72 hours of sick time (prorated for part‑time employees), ten federal holidays, one floating holiday, and parental leave.

Equal Opportunity

Alvarez & Marsal does not require or administer a lie detector test as a condition of employment or continued employment. It is unlawful in Massachusetts to mandate such a test; violations may result in criminal penalties and civil liability.