Transaction Advisory Services Director

The role

The Director leads end to end buy-side and sell-side deal analysis including financial due diligence and Quality of Earnings. This role serves as a trusted advisor to investors and business owners while driving practice growth through business development.

What you will do

• Lead buy-side due diligence engagements including Quality of Earnings and Quality of Assets.
• Manage and lead sell-side due diligence and consulting engagements.
• Identify issues and key risks supporting purchase price reductions or deal restructuring.
• Adjust reported earnings to reflect actual recurring operations.
• Prepare working capital analyses and support working capital disputes.
• Develop financial models, market multiples, and cash flow analyses.
• Analyze client financial data to identify trends, GAAP departures, and operational characteristics.
• Originate and develop new business and lead proposals.
• Prepare engagement letters, develop fees, and set budgets.
• Supervise, review, evaluate, and train seniors, staff, and interns.

Required qualifications

• Bachelor's degree in business administration, accounting, or a related field.
• Certified Public Accountant (CPA).
• Progressive experience in financial due diligence, Quality of Earnings, and business valuation, including engagement management and director-level responsibility.
• Strong knowledge of GAAP, internal control objectives, financial statement analysis, and financial reporting.

Nice to have

• Background in audit and financial statement preparation, including GAAP-compliant statements and required auditor communications.
• Experience across industries such as financial services, SaaS/technology, distribution, manufacturing, construction, and media.
• Demonstrated record of revenue origination and proposal leadership within a transaction advisory practice.

About the company

Sax Advisory Group, LLC is a multi-disciplinary accounting, tax, and advisory firm serving closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals.