Senior Director, M&A Finance & Transaction Advisory

Job Description

ABOUT SELLSIDE GROUP

Sellside Group is a global M&A firm operating in the lower middle and middle markets, focused on sell-side and buy-side representation. With 50+ Managing Directors, each a former C-Level executive who has personally bought, built, or exited a company, SSG brings operator-level expertise across nine distinct industry verticals. Backed by 200+ Business Development, Finance, and Operations team members, SSG is an established firm with a proven track record and significant runway ahead. We are fully distributed and deeply rooted in a culture of collaboration, support, and shared success.

POSITION OVERVIEW

Sellside Group is seeking an experienced financial leader to serve as the firm's Senior Director, M&A Finance & Transaction Advisory. This is a unique opportunity for a transaction-seasoned finance professional to own the financial function of a growing, operator-led M&A advisory firm – building the department, setting the standard, and playing a pivotal role in the successful execution of every client engagement.

The Senior Director, M&A Finance & Transaction Advisory will lead a financial team, establish unified practices across the firm, and serve as the primary financial voice on every sell-side and buy-side mandate from initial engagement through closing.

KEY RESPONSIBILITIES

Sell-Side Client Financial Ownership (Primary)

The Senior Director, M&A Finance & Transaction Advisory owns the financial workstream across all active sell-side mandates, interfacing directly with clients and internal deal teams throughout all three phases of an engagement:

• Preparing for Market : Build and organize the financial data room; develop financial models and supporting packages; ensure clean defensible financials from our clients that will pass a quality of earnings, contribute financial content to the Confidential Information Memorandum (CIM).
• On Market : Maintain and update financial models as new periods are received; support prospective buyer calls as the lead financial voice alongside the deal team.
• Due Diligence : Support business owners’ financial responses and deliverables throughout the formal due diligence process to drive an efficient and successful close.

Build & Lead the Financial Department (Secondary)

• Assume leadership of an existing team member from day one and grow the department in collaboration with the CEO and COO based on mandate volume and budget.
• Establish standardized financial templates, quality control processes, and client intake procedures used consistently across all engagements and verticals.
• Serve as SSG's financial standard-bearer — ensuring every deliverable meets the firm's quality standard regardless of deal team or mandate size.

Internal Financial Operations (As-needed)

• Partner with senior leadership to support SSG's internal financial operations as the firm scales, with scope expanding as the department matures.

Buy-Side Support (As-needed)

• As a value-add capability, review and analyze seller financials on behalf of SSG's buy-side clients, providing independent perspective to support valuation and acquisition decisions.

QUALIFICATIONS

Experience

• 5-10 years of relevant experience in Quality of Earnings and Financial Accounting.
• Broad exposure to businesses across a wide range of industries and business models.
• Experience within SSG's nine industry verticals strongly preferred.
• Prior experience in a leadership or management role is strongly preferred.
• CPA preferred

Transaction & Technical Skills

• Hands-on experience with data room construction, financial due diligence, financial model development, and investor- or buyer-facing financial presentations.
• Deep understanding of cash and accrual accounting, percentage of completion, work-in-progress (WIP), EBITDA, and EBITDA normalization.
• Proficient in Excel, PowerPoint, Google Sheets, and Google Slides; experienced building charts, tables, and visual aids for financial presentations.
• Ability to translate complex financial data into clear, decision-ready insight.

Communication & Leadership

• Exceptional written and verbal communication skills with the ability to present financial data clearly and precisely.
• Confident and composed in client-facing settings, able to engage credibly with business owners, sophisticated buyers, and private equity firms.
• Collaborative with internal teams and authoritative when the moment calls for it.

Location & Availability

• Must be based in the United States.
• Full-time, 100% remote; occasional client travel expected (not to exceed 20%).
• Ability to communicate and collaborate across time zones as part of a globally distributed team.

COMPENSATION & BENEFITS

• Base Salary: $125,000 with performance-based bonus opportunity
• 401(k) with company match
• Medical, dental, and vision coverage
• Flexible vacation and travel policy
• 100% remote work environment

HOW TO APPLY

To be considered for an initial screening conversation, please submit your resume and cover letter to:

Jake Kikta, Chief Operating Officer  

View email address on ziprecruiter.com