Director, Transaction Advisory Services

Intrinsic

Director leading financial due diligence engagements in Transaction Advisory Services for private equity clients. Overseeing analytical work, client relationships, and team development at Intrinsic LLC.

Posted 6/30/2026full-timeRemote • Colorado • 🇺🇸 United StatesLead💰 $190,000 - $220,000 per yearWebsite

About the role

Key responsibilities & impact

You are the senior person accountable for the work.
You scope the engagement, structure the analysis, set the pace, and ensure every deliverable meets the standard our clients have come to expect.
Lead buy-side and sell-side financial due diligence engagements for private equity sponsors, lenders, and corporate acquirers across a broad range of industries and transaction types.
Direct quality of earnings analyses, net working capital assessments, debt and debt-like item identification, and cash flow reviews, synthesizing findings into clear, commercially relevant conclusions.
Manage all aspects of engagement execution: scoping, workplan design, request list management, timeline oversight, and milestone delivery.
Identify and escalate transaction risks and deal considerations with the clarity and conviction that clients depend on to make high-stakes investment decisions.
Produce and review financial due diligence reports that translate complex data into actionable insights, ready for PE partners and deal teams.
Serve as the primary day-to-day client contact on active engagements, managing communications with PE deal teams, lenders, management, and third-party advisors.
Present findings and key deal considerations to sophisticated stakeholders in a manner that is direct, well-supported, and confident.
Develop and strengthen client relationships over time, positioning Intrinsic as a trusted diligence partner across the transaction lifecycle.
Direct and review the work of Vice Presidents, Senior Associates, and Associates, ensuring analytical precision, clear writing, and professional delivery.
Provide real-time feedback and structured coaching that raises the capability of your team with each engagement.
Contribute to recruiting, training, and professional development initiatives within the TAS practice.

Requirements

What you’ll need

8+ years of progressive experience in financial due diligence at a Big 4 TAS or Deals practice, a national advisory firm, or a comparable transaction advisory environment
Demonstrated track record leading quality of earnings analyses, net working capital assessments, and full-scope financial due diligence engagements with limited supervision
Deep command of US GAAP as applied in transaction contexts: EBITDA normalization, working capital mechanics, debt and debt-like structuring, and purchase agreement negotiation considerations
Broad industry exposure across middle-market transactions: manufacturing, distribution, business services, technology, consumer, and related sectors
Bachelor's degree in Accounting or Finance; CPA required (active or eligible)
Advanced Excel proficiency and comfort working with large, complex datasets under deal-driven timelines.

Benefits

Comp & perks

medical, dental, and vision insurance
a 401(k) plan with employer contribution
paid time off, including vacation, sick leave, and company holidays
paid parental leave
hybrid and remote work flexibility
professional development support and continuing education reimbursement
participation in the firm's employee ownership model

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisNet Working Capital AssessmentCash Flow ReviewDebt StructuringEBITDA Normalization

Soft Skills

Client Relationship ManagementTeam LeadershipEffective CommunicationCoaching And Mentoring

Certifications

CPA