Description

Vice President, Transaction Advisory/Financial Due Diligence

Location: Hybrid | Cleveland, OH, Dallas, TX, Orange County, CA, & Grand Rapids, MI
Industry: Financial Advisory | Transaction Advisory Services | M&A

Our client is a premier financial advisory firm serving clients across the insurance, wealth management, and financial services sectors; they are seeking a Vice President, Financial Due Diligence/TAS to join its growing Financial Advisory practice.

This is a unique opportunity for an experienced transaction advisory professional to lead sell-side due diligence engagements, work directly with executives and investors, and help expand a rapidly growing advisory platform. The successful candidate will play a key role in client delivery, practice development, and mentoring junior team members.

Key Responsibilities

• Lead financial due diligence engagements and serve as the primary client-facing contact throughout the transaction process.
• Manage project execution from kickoff through final deliverables while ensuring timelines, quality standards, and client expectations are met.
• Prepare and review quality of earnings analyses, working capital assessments, and transaction-focused financial reviews.
• Analyze target company financial performance, earnings sustainability, forecasts, and key operating metrics.
• Identify transaction risks, liabilities, and opportunities that may impact valuation or investment decisions.
• Effectively communicate findings to clients, lenders, investors, and executive leadership teams.
• Serve as a subject matter expert and mentor to junior professionals across the advisory practice.
• Continuously improve processes, methodologies, and client deliverables while staying current on industry trends and best practices.
• Support relationship development and business growth initiatives across the broader advisory platform.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• CPA and/or advanced degree preferred.
• 6+ years of experience in financial due diligence, transaction advisory services, audit, or related consulting environments.
• Strong understanding of quality of earnings analysis, working capital reviews, and transaction support.
• Experience managing multiple engagements and leading project teams.
• Excellent presentation, client communication, and report-writing skills.
• Strong financial analysis and problem-solving capabilities.
• Advanced proficiency with Microsoft Excel, PowerPoint, and Word.
• Insurance industry experience is beneficial but not required.
• Willingness to travel as needed.

What You'll Find

• Exposure to high-profile M&A transactions and strategic advisory engagements.
• Direct interaction with private equity firms, strategic acquirers, lenders, and business owners.
• Significant leadership responsibility and visibility within a growing practice.
• Collaborative and entrepreneurial culture focused on professional development.
• Competitive compensation and benefits package.
• Hybrid work environment and flexibility.
• Long-term advancement opportunities as the practice continues to expand.

Why This Opportunity?

This role is ideal for professionals currently in Transaction Advisory Services, Financial Due Diligence, Audit, Accounting Advisory, or M&A consulting who are looking for increased client exposure, leadership responsibility, and the opportunity to help build a growing advisory platform. You'll have the chance to lead meaningful transactions, influence strategic decisions, and work alongside a highly respected team of financial advisory professionals.

Expected Compensation:

Base Salary: $130k - $175k

Discretionary Bonus: 10-30%