Director Financial Due Diligence Private Equity Advisory

• Provide strategic oversight of financial due diligence engagements challenging assumptions identifying risks early and ensuring analyses are tightly aligned with valuation drivers and transaction objectives
• Own the overall narrative positioning and messaging of diligence reports; ensure conclusions are commercially sharp negotiationready and tailored to the buyer or seller context
• Serve as the primary senior point of contact for clients and deal teams leading highvisibility meetings negotiation discussions and executivelevel readouts with CFOs Controllers Partners and Private Equity sponsors
• Take full accountability for final deliverable quality ensuring reports are concise commercially focused and aligned with client objectives; shape executive summaries and key messages for Investment Committee and Boardlevel audiences
• Lead financial due diligence for buyside and sellside transactions including Quality of Earnings Net Working Capital Net Debt cash flow analysis and key financial metrics
• Oversee and manage multiple engagement teams simultaneously setting priorities driving efficient execution ensuring quality control and developing junior team members
• Lead engagement scoping discussions defining strategy risk areas staffing models timelines and scope alignment with transaction complexity and fee structure
• Manage daytoday client relationships and proactively advise on deal strategy risk mitigation and transaction mechanics
• Review SPA / APA documentation and advise clients on financial mechanics related to Net Working Capital Net Debt earnouts and related deal terms
• Operate with a high degree of independence across engagements with limited Partner oversight making informed technical and accounting judgment calls and escalating complex or highrisk issues as appropriate
• Enhance Managerlevel drafts by sharpening messaging strengthening linkage to deal drivers and synthesizing key themes into clear actionable insights for decisionmaking
• Maintain accountability for engagement economics including profitability leverage realization and effective resource deployment across a portfolio of projects
• Support business development efforts including proposal development pitch participation and expanding existing client relationships
• Train and mentor junior staff and lead internal initiatives related to recruiting training and methodology development
• Leverage data analytics and technology effectively; guide teams in the use of Excel Power BI Alteryx and visualization tools to improve quality and turnaround time
• Support the implementation of firmapproved technologyenabled and AIsupported approaches within engagements and contribute to continuous improvement efforts in alignment with firm policies

• 8 years of professional experience in audit and/or financial due diligence preferably within a Big 4 or comparable professional services firm
• Minimum of 6 years of current Financial Due Diligence (FDD) experience with direct ownership of buyside and sellside engagements
• Proven experience issuing Quality of Earnings reports with a strong understanding of Adjusted EBITDA Net Working Capital and Net Debt
• Demonstrated ability to lead engagements and work directly with senior stakeholders including CFOs Controllers and Private Equity deal teams
• Strong technical accounting background with deep knowledge of GAAP and financial statement analysis
• Advanced proficiency in Microsoft Excel and PowerPoint including building and reviewing complex financial models and clientready presentations
• Experience leveraging data and analytics tools (e.g. Power BI Alteryx) to analyze large data sets and support diligence insights
• Track record of managing multiple concurrent engagements in a fastpaced transactiondriven environment
• Experience mentoring and developing junior team members and contributing to team performance and engagement quality
• Demonstrated comfort responsibly adopting firmapproved AI and technologyenabled tools to enhance productivity quality and efficiency
• Ability to operate with a high degree of independence and sound professional judgment escalating complex or highrisk issues appropriately
• Ability to work effectively in a hybrid work environment with flexibility for inperson collaboration as business needs dictate

Qualifications:

• Degree in Accounting Finance or Economics
• CPA CFA or advanced degree preferred