Transaction Advisory Services Director

Insero

Transaction Advisory Services Director helping build and lead our Transaction Advisory team. Leading financial due diligence efforts across a range of industries for M&A transactions.

Posted 7/23/2026full-timeRochester • New York • 🇺🇸 United StatesLead💰 $125,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial due diligence, including quality of earnings analysis and transaction structuring, while effectively managing multiple concurrent transactions and maintaining strong client relationships. Proficient in GAAP application and advanced analytical skills to interpret complex financial data and identify key deal risks.

Highest-signal resume keywords

Financial Due DiligenceQuality Of Earnings AnalysisGAAP ApplicationAdvanced Analytical SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisTransaction StructuringEBITDA AdjustmentsPurchase AccountingCash Flow AnalysisBalance Sheet AssessmentData Room ManagementFinancial Forecast EvaluationPost-Transaction ActivitiesAccounting Policy Evaluation

Soft Skills

Excellent Communication SkillsAttention To DetailHigh EnergyAdaptabilityClient-Oriented Mindset

Certifications & Qualifications

CPA

Industry Keywords

Transaction AdvisoryM&ADue DiligencePrivate EquityAccounting Guidance

About the role

Key responsibilities & impact

Lead financial due diligence efforts for buy-side and sell-side transactions, including quality of earnings (QoE), working capital, and net debt analysis, identifying key risks, trends, and deal considerations.
Analyze target company financials, including historical earnings, cash flow sustainability, and balance sheet exposures, to support valuation and transaction structuring.
Evaluate non-recurring items, EBITDA adjustments, and accounting policies to assess normalized performance and potential deal impacts.
Support clients through the entire transaction lifecycle, including diligence, deal execution, and post-close integration considerations.
Serve as a strategic advisor on transaction-related accounting matters, including purchase accounting, revenue recognition implications, debt modifications, and lease considerations.
Lead the preparation of due diligence reports, financial analyses, and key findings presentations for clients, private equity sponsors, and other stakeholders.
Coordinate and manage data room activities, including reviewing financial information, responding to diligence requests, and interfacing with client management teams.
Collaborate with cross-functional teams (Transaction Advisory, Audit, Tax, and other Advisory practices) to deliver integrated deal support and insights.
Assist in evaluating financial forecasts, business plans, and key value drivers to assess reasonableness and identify upside/downside risks.
Support post-transaction activities, including purchase price allocation, opening balance sheet assessments, and integration-related accounting considerations.
Maintain strong client relationships, serving as a key point of contact throughout the diligence and transaction process.
Contribute to other accounting and advisory engagements as needed.
Collaborate cross-functionally with Audit, Tax, and other Advisory practices to deliver integrated solutions and identify additional client service opportunities.

Requirements

What you’ll need

10+ years of experience in transaction advisory, financial due diligence, or technical accounting, preferably with a mix of public accounting and corporate experience
Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred.
Strong understanding of GAAP with the ability to apply accounting guidance in a transaction context.
6+ years of direct experience with quality of earnings analysis, or M&A-related projects is required.
Advanced analytical skills with the ability to interpret complex financial data and identify key deal risks and adjustments.
Proven ability to manage multiple concurrent transactions in a fast-paced, deadline-driven environment.
Excellent communication skills, with the ability to present findings and insights clearly to clients and deal stakeholders.
Strong attention to detail and commitment to delivering high-quality, client-ready deliverables.
High energy, adaptability, and a strong desire to work in a dynamic, client-oriented environment.
Flexibility and openness to work on a variety of assignments, industries, and roles.

Benefits

Comp & perks

5 weeks paid time off
16 paid holidays
Remote/hybrid work flexibility
401(k) plan with firm contributions
Tuition reimbursement program
100% employer paid parking
Spot bonus program
CPA bonus
A variety of different medical plan options along with opt-out dollars if you do not need medical insurance coverage.
Tremendous growth and development opportunities to assist with both your personal and professional goals.