Director, Financial Services Transactions & Diligence

Jobtailor; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Jobtailor is seeking a seasoned Financial Due Diligence professional to lead buy-side and sell-side work for financial institutions. You will partner with senior leaders, manage client relationships, and deliver executive-ready reports on earnings, credit risk, and regulatory considerations.

The role demands 8+ years in financial due diligence with a CPA credential, deep US GAAP knowledge, and strong communication, in a lean, fast-paced team environment.

Qualifications

• Bachelor’s degree from a top undergraduate program.
• Active Certified Public Accountant (CPA) license required.
• 8+ years of financial due diligence experience with exposure to financial services or insurance sector transactions, or a combination of audit and financial due diligence experience within a Big 4 accounting firm.
• Deep understanding of US GAAP principles and financial services-specific accounting considerations
• Proficiency with specialized financial modeling tools
• Superior written and verbal communication skills, including executive-ready presentation and reporting skills
• Proven ability to thrive in lean, fast-moving teams
• High attention to detail, responsiveness and ownership mindset
• Track record of success in high-pressure, client-facing environments

Responsibilities

• Partner directly with senior Portage Point leaders and clients to develop comprehensive solutions to complex transactional challenges within the financial institutions sector
• Facilitate client discussions and develop relationships with bank sponsors, private equity firms and lenders
• Apply industry-specific expertise and FIG-appropriate valuation frameworks to assess financial services businesses
• Execute buy-side and sell-side diligence, including quality of earnings analysis, portfolio/revenue/margin assessment, credit risk evaluation, regulatory compliance review, and working capital and net debt consideration analysis
• Draft reports outlining normalized earnings, budget achievability, indebtedness and post-transaction considerations
• Review financial services-specific contracts and agreements to identify deal implications
• Review transaction agreements, customer and vendor contracts, and other business-specific agreements
• Contribute to marketing and FIG business development efforts
• Support practice development initiatives
• Collaborate with performance improvement, restructuring and investment banking colleagues
• Report directly to the TAS Practice Line Leader
• Manage quality of earnings, advise sponsors on valuation and risk matters, and support financial services business development

Skills

Quality Of Earnings Analysis

Portfolio Assessment

Credit Risk Evaluation

Regulatory Compliance Review

Financial Services Valuation

Transaction Agreement Review

Budget Achievability Analysis

Indebtedness Assessment

Post-Transaction Considerations

Financial Services Accounting

Superior Written Communication

Verbal Communication Skills

Attention To Detail

Responsiveness

Ownership Mindset

Education

Bachelor’s degree

Certified Public Accountant (CPA)

Tools

Financial Modeling Tools

Job description

Jobtailor is seeking a seasoned Financial Due Diligence professional to lead buy-side and sell-side work for financial institutions. You will partner with senior leaders, manage client relationships, and deliver executive-ready reports on earnings, credit risk, and regulatory considerations.

The role demands 8+ years in financial due diligence with a CPA credential, deep US GAAP knowledge, and strong communication, in a lean, fast-paced team environment.