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  • Lead buy-side and sell-side financial due diligence engagements, including Quality of Earnings and working capital analysis.
  • Serve as a trusted advisor to private equity investors, investment bankers, and lenders while identifying deal value risks.
  • Drive practice growth through business development and manage engagement teams to meet deadlines.

GAAP Financial Modeling Business Development Excel

20 jobs similar to Transaction Advisory Services Director

Jobs ranked by similarity.

$100,000–$150,000/yr
US 3w PTO

  • Own the full M&A deal cycle from sourcing through closing and integration.
  • Build financial models, valuations, and investment memoranda while coordinating diligence.
  • Travel up to 40-50% across North America to source and drive transactions.

Voyfai is a fast-growing Series A startup shaping the future of logistics and technology across Europe and the US. Headquartered in Berlin, it is part of a broader group of companies, with a dynamic culture where employees take ownership from day one.

$190,000–$250,000/yr
US

  • Own US accounting, compliance, and monthly group consolidation.
  • Manage outsourced US accounting firm, tax advisers, and auditors.
  • Partner with budget holders on forecasting and budget-versus-actual reporting.

Peptone builds a Product Engine to generate small-molecule drug candidates against intrinsically disordered proteins using AI and experimental physics. Their interdisciplinary team spans science and pharma research, growing across Switzerland, the UK and the US.

$90,000–$116,250/yr
North America

  • Researches and documents technical accounting positions under US GAAP for revenue, stock-based compensation, leases, debt, and capitalized software.
  • Owns accounting policies, complex transaction accounting, and implementation of new accounting standards.
  • Collaborates with Finance, Legal, FP&A, and auditors to ensure accurate reporting and smooth audits.

Jobgether is an AI-powered job matching platform that shortlists candidates and shares them directly with hiring companies. It supports remote and full-time hiring through a partner network with a focus on efficiency and transparency.

$100,000–$100,000/yr
US Unlimited PTO

  • Build and maintain financial models, forecasts, and the annual budget process.
  • Own the month-end close, journal entries, reconciliations, and financial reporting.
  • Partner with leaders across clinical, operations, revenue cycle, and go-to-market on analysis.

Daybreak Health provides mental health services to school districts, with revenue from contracts and insurance reimbursement. It is a fully remote, high-growth company with a collaborative finance team.

$135,000–$165,000/yr
US

  • Lead acquisition workstreams from thesis and valuation through due diligence and negotiation.
  • Source and evaluate strategic acquisition targets across licensed manufacturing and defense markets.
  • Drive value creation and build frameworks for repeatable acquisition success.

Ohr makes the molecules that matter most in critical chemistry, including energetics, propellants, and rare-earth extractants. It is an early-stage industrial company with a builder-driven culture focused on making an impact.

Global

  • Support due diligence reviews for new and existing partners, including fintechs, financial institutions, and vendors.
  • Communicate with global partners to guide them through onboarding requirements and outstanding documentation.
  • Collaborate with internal teams to ensure compliance, AML, and risk standards are met before launch.

Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. With a team of 400+ globally distributed members, we foster a diverse, remote-first culture built on curiosity, empathy, and accountability.

$127,750–$156,950/yr
Canada

  • Own P&L and delivery for a $3–5M portfolio of client engagements.
  • Lead and develop a team of consultants, BAs, and project managers.
  • Serve as senior escalation point for key customers and shape delivery approach.

Sparkrock provides software built on Microsoft Dynamics 365 to help nonprofits, school boards, and government agencies reach their full potential. They are a fully remote, global organization focused on growth and culture.

US Unlimited PTO

  • Own R&D financial planning, including annual budgets, quarterly forecasts, and month-end reporting of actual results.
  • Support the CFO with multi-year strategic planning, board materials, and business development projects.
  • Partner with clinical, procurement, and accounting teams to evaluate vendor contracts, trial cost models, and provide decision support.

Immunovant is a clinical-stage immunology company developing innovative therapies for autoimmune diseases and a majority-owned subsidiary of Roivant. The team is small but mighty, ensuring critically important research and development teams are enabled to do their best work in a dynamic, fast-paced environment.

$120,000–$125,000/yr
United States Unlimited PTO

  • Draft, review, negotiate, and finalize engagement documentation for SRS Acquiom's shareholder representative business.
  • Coordinate with internal deal teams and external parties to manage deals through closing.
  • Maintain expertise in M&A market terms and ensure compliance with approved procedures and guidance.

SRS Acquiom delivers a platform and services for managing complex M&A and loan agency transactions, including shareholder representation, escrow and paying agent services, and administrative agency services. Based in Denver with offices across the US, London, and Amsterdam, the company has supported more than 11,500 transactions globally since 2007 and offers an entrepreneurial, innovative culture focused on growth and career development.

US

  • Evaluate business processes and internal controls to identify financial risks, control gaps, and improvement opportunities.
  • Partner with cross-functional stakeholders to assess risks and develop control strategies and remediation plans.
  • Support internal and external audit activities and respond to compliance-related requests.

Del Oro Consulting is a national consulting solutions provider with 20+ years of experience delivering consulting and staffing services to leading technology organizations in the US. They are an equal opportunity employer focused on providing quality consulting and staffing solutions.

US

  • Conduct economic, valuation, financial, accounting, and industry research as needed.
  • Analyze financial and non-financial information and report findings to team members from public sources.
  • Manage day-to-day requirements of multiple engagements and associated duties.

Secretariat is a consulting firm that helps companies, law firms, and organizations solve complex business problems, often involving disputes, investigations, or major project challenges. The firm is fast-growing, with a collaborative culture and a team of smart, curious, and driven professionals.

India

  • Create realistic PowerPoint tasks from real advisory work, including building decks from source documents, templates, and precise edits.
  • Work through each task yourself to establish a clear, correct answer.
  • Write yes-or-no checklists precise enough for an AI grader to mark any attempt.

Aptura is a London-based company studying how AI is changing professional work, especially in finance and advisory. It was founded by people with backgrounds at Lazard, McKinsey and Partners Group and takes a close look at where AI helps or falls short.

Brazil

  • Conduct due diligence and develop business cases for partnerships, acquisitions, and strategic investments.
  • Collaborate with senior commercial leaders and cross-functional teams to support deal execution and portfolio expansion.
  • Contribute to the commercialization and growth of the Clinical Outcome Assessments (COA) portfolio.

They are a life sciences organization focused on strategic growth through partnerships, acquisitions, and clinical outcome assessments. They offer a global, collaborative, and innovation-driven work environment with cross-functional teams.

$145,000–$180,000/yr
US

  • Lead M&A and corporate development workstreams including valuation, due diligence, and integration.
  • Prepare investor and Board materials, and own the annual budget, forecasts, and financial models.
  • Implement AI-assisted workflows and drive improvements to financial processes and systems.

Musixmatch is the leading music metadata company, featuring the world's largest lyrics catalog and a community of over 80 million contributors. It partners with major platforms and music publishers, and fosters a creative, collaborative culture.

$80,000–$94,000/yr
North America

  • Lead budgeting, planning, forecasting, and financial performance management across Dealer and FSAAS verticals.
  • Develop financial models, KPI dashboards, and reporting tools for executive decision-making.
  • Partner cross-functionally to shape investment decisions, resource allocation, and strategic planning.

JD Power powers auto-related decisions through proprietary data, advanced analytics, and deep industry expertise. The company operates across North America, Europe, and Australia as a virtual-first organization with a culture centered on customer success and trust.

North America

  • Evaluate portfolio company events and determine appropriate valuation actions for each investment.
  • Prepare audited and unaudited financial statements and ensure GAAP compliance.
  • Maintain the investment tracking system and collaborate with engineering on automation.

Belltower Fund Group provides fund administration services to the venture capital space, including syndicates, venture funds, and rolling funds. Since 2019, it has supported 27,000+ funds with over $25B in assets under administration and operates as a remote-first company.

$175,000–$245,000/yr
US

  • Build and maintain strategic relationships with Private Equity Operating Partners, Portfolio Operations leads, and Value Creation directors to drive long-term sales momentum.
  • Navigate complex PE procurement processes to secure Master Service Agreements and position RRD as the go-to solution for portfolio companies.
  • Expand RRD's footprint across portfolio companies by leveraging value creation tactics like operational assessments and cross-selling services.

RRD provides marketing, packaging, print, and business services to the world’s most respected brands. The company leverages proprietary technology, advanced data analytics, and expertise to deliver sustainable solutions for global organizations.

US

  • Work one-on-one with law firm owners to set growth targets, establish priorities, and build actionable business plans.
  • Review revenue, expenses, margins, and cash flow to identify opportunities for improved profitability.
  • Coach owners through operational problems and hold them accountable for executing their plans.

HTM helps attorneys who own law firms improve their business performance through one-on-one advising. The company pairs former business owners with small and midsized law firm clients, focusing on practical accountability and growth.

Americas

  • Support project teams in all financial areas associated with running a clinical trial, including invoicing, revenue recognition, and variance analysis.
  • Perform monthly Earned Value Analyses with Project Directors/Managers and review work orders and change order budgets.
  • Collaborate with the Company Accountant to support general ledger functions, month-end close, and timely financial reporting.

Precision Medicine Group provides clinical solutions and services to support the development and delivery of precision medicine. The company has a collaborative, growth-oriented culture and employs professionals across the Americas in remote and hybrid roles.

$200,000–$250,000/yr
US

  • Own the finance function including planning, reporting, accounting oversight, cash management, and strategic finance.
  • Partner with leadership on pricing, renewals, margins, and profitability improvements.
  • Deliver board, investor, lender, and management reporting while maintaining transaction readiness.

The company provides claims pricing and contract management SaaS solutions to payers and providers. It is a private equity-backed healthcare software company with an established finance foundation and growth opportunities.