Director: Financial Due Diligence

Taqitz Advisors, LLC; Oregon; On-site; USD 193,000 - 275,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

PTO

401(k)

Disability (short/long-term)

Life insurance

Job summary

Taqitz Advisors, LLC is seeking a senior advisor for mergers and acquisitions with a focus on financial due diligence, post‑merger integration, and financial modeling. Base salary ranges from $192,500 to $275,000, with benefits and performance bonuses.

Location options include Lake Oswego, OR or Greenwood Village, CO. The role demands 9+ years of experience and a strong background in finance, accounting, and data science, plus MBA/CPA/CFA credentials.

Qualifications

• 9+ years of experience leading financial due diligence.
• Bachelor's degree in finance, accounting, IT, data science, or related field.
• MBA, CPA, or CFA preferred.

Responsibilities

• Build and keep executive-level relationships with private equity sponsors, corporate development teams, and lenders.
• Originate new engagements: identify needs, shape scope, write proposals, and convert opportunities.
• Act as the senior advisor on deal issues and shape how findings affect price, structure, and terms.
• Oversee multiple engagements at once; own the quality and accuracy of every deliverable.
• Advise on technical accounting matters, including business combinations, revenue recognition, leases, and share-based compensation.
• Review financial models and transaction documents, including purchase, merger, and credit agreements.
• Develop Managers into future leaders through coaching, review, and direct feedback.
• Improve diligence methods and adopt tools and data science that raise speed and quality.
• Set the standard for candor: findings are reported as they are, regardless of deal pressure.

Skills

Integrity

Insatiable Curiosity

Sustained Commitment

Commercial Judgment

Relationship Building

Developing Leaders

Resilience

Education

MBA

CPA

CFA

Job description

Location Lake Oswego, OR or Greenwood Village, CO

Base salary $192,500 – $275,000

Employment Full-time, exempt

Travel Up to 25%

Applications Open until filled

At Taqitz Advisors, problem-solving is at the core of our mission. We are committed to optimizing outcomes for our clients, fostering growth and development of our team, and cultivating an environment of excellence where team success is paramount. We specialize in mergers and acquisitions with a focus on financial due diligence, post-merger integration, and financial modeling. Our team collaborates with numerous companies each year across various industries, leveraging skills in finance, accounting, and data science.

Coupling i) our team's open-minded commitment to learning with ii) Taqitz Advisors' approach to accelerated growth and development creates an optimized learning opportunity. In our connected, project-based work environment, team members collaborate to solve problems and benefit from direct coaching from highly regarded industry leaders and team members with experience applying Taqitz's approach. We prioritize developing optimized solutions and outcomes, rather than a 'check the box' approach.

Our positions offer unique benefits, in addition to providing an exceptional work environment, competitive salary, and bonuses that reward aptitude and contributions to both the team and the organization.

Key Capabilities and Responsibilities

Client Leadership and Growth

• Build and keep executive-level relationships with private equity sponsors, corporate development teams, and lenders.
• Originate new engagements: identify needs, shape scope, write proposals, and convert opportunities.
• Act as the senior advisor on deal issues and shape how findings affect price, structure, and terms.

Quality and Technical Oversight

• Oversee multiple engagements at once; own the quality and accuracy of every deliverable.
• Advise on technical accounting matters, including business combinations, revenue recognition, leases, and share-based compensation.
• Review financial models and transaction documents, including purchase, merger, and credit agreements.

Practice Building

• Develop Managers into future leaders through coaching, review, and direct feedback.
• Improve diligence methods and adopt tools and data science that raise speed and quality.
• Set the standard for candor: findings are reported as they are, regardless of deal pressure.

Key Skills

• Integrity: Tell the truth, especially when it is unwelcome or costs you. Report findings as they are, not as others hope they will be. Our clients rely on the accuracy and candor of every analysis we deliver.
• Insatiable Curiosity: Actively seek opportunities to learn. Understand not only the "why?" and "how?" but also the "why not?" and "how can it be done better?" to build a supportable and defensible position.
• Sustained Commitment: Pursue difficult goals over long periods. Keep working a hard problem through setbacks until it is solved.
• Commercial Judgment: Connect diligence findings to value, price, and terms. Know which issues matter to the deal and which do not.
• Relationship Building: Earn trust with senior client stakeholders and turn it into repeat work.
• Developing Leaders: Build the next generation of Managers. Delegate broadly while keeping the most important decisions close.
• Resilience: Approach adversity as an opportunity for growth. Actively seek and incorporate feedback and maintain a dedication to continuous improvement and professional-personal growth.

Professional Experience and Education

9+ years of experience, including financial due diligence leadership at a Big 4 firm, with a bachelor's degree in finance, accounting, information technology, data science, or a related field.

Credentials

MBA, CPA, or CFA preferred.

Job Type

Full-time exempt with a base salary ranging from $192,500 to $275,000, depending on qualifications. Benefits include medical, dental, vision, PTO, 401(k), short- and long-term disability, life insurance, and more for full-time employees.

Location

Lake Oswego, OR or Greenwood Village, CO.

Travel

Up to 25%.