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, negotiation‑ready, and tailored to the buyer or seller context • Serve as the primary senior point of contact for clients and deal teams, leading high‑visibility meetings, negotiation discussions, and executive‑level 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 Board‑level audiences • Lead financial due diligence for buy‑side and sell‑side 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 day‑to‑day 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 high‑risk issues as appropriate • Enhance Manager‑level drafts by sharpening messaging, strengthening linkage to deal drivers, and synthesizing key themes into clear, actionable insights for decision‑making • 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 firm‑approved, technology‑enabled and AI‑supported 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 buy‑side and sell‑side 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 client‑ready 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 fast‑paced, transaction‑driven environment • Experience mentoring and developing junior team members and contributing to team performance and engagement quality • Demonstrated comfort responsibly adopting firm‑approved AI and technology‑enabled tools to enhance productivity, quality, and efficiency • Ability to operate with a high degree of independence and sound professional judgment, escalating complex or high‑risk issues appropriately • Ability to work effectively in a hybrid work environment, with flexibility for in‑person collaboration as business needs dictate Qualifications: • Degree in Accounting, Finance, or Economics • CPA, CFA or advanced degree preferred