Director, Financial Due Diligence & M&A Strategy

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

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.