Vice President of Transaction Services

A bit about us:

We are working closely with an advisory firm looking to hire a Vice President of Transaction Services. Check out the details below!

Why join us?

• Up to $150k base + $25k guaranteed first year bonus + Additional bonuses + 20% commission on all new clients
• Merit-based promotions
• Work closer to the client and more in-depth on your deals
• Excellent opportunity for growth to Director and beyond
• Direct mentorship from ex-Big 4 advisory leaders

Benefits:

• Comprehensive Health, Dental, & Vision insurance options
• 401k w/ company match
• Equity options
• Unlimited PTO
• Hybrid schedule

Job Details

The Transaction Services team supports private equity firms, founder-led businesses, and investors across all phases of the deal process. Typical projects include:

• Quality of Earnings (QoE) analysis (buy-side & sell-side)
• Historical accounting clean-up for transactions
• Acting as a liaison during due diligence
• General diligence on acquisition targets
• Financial modeling

Key Responsibilities:

• Lead and support Transaction Services engagements
• Prepare analysis, reports, and client deliverables
• Enhance internal workflows and tools
• Contribute to business development
• Participate in strategic planning and firm operations
• Mentor and train junior team members

What We're Looking For:

• 4+ years of Transaction Services/Financial Due Diligence experience
• Experience working for a Big 4 public accounting firm in the TAS/FDD practice group
• CPA required
• Background in audit is a plus

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