Director, Transaction Advisory

Forvis Mazars, LLP; Houston (TX); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Robust total rewards program

Flexible work environment

Job summary

Forvis Mazars, LLP is seeking an experienced professional for their Transaction Advisory team in Houston, Texas. The role involves leading complex buy-side and sell-side financial due diligence engagements while providing strategic insights and recommendations to clients.

Ideal candidates will have over nine years of relevant experience, strong analytical skills, and the ability to thrive in a fast-paced environment. Benefits include a robust rewards program and a flexible work environment.

Qualifications

• Nine plus years of relevant work experience in transaction advisory services.
• Minimum five years of experience in financial due diligence.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Lead buy-side and sell-side financial due diligence engagements.
• Develop Quality of Earnings analyses for strategic insights.
• Identify diligence risks and strategic opportunities.
• Conduct market and industry intelligence initiatives.
• Advise C-suite executives and facilitate deal execution.
• Build and mentor high-performing teams.

Skills

Analytical skills

Project management

Communication skills

Relationship development

Proficiency in Microsoft Office

Education

Bachelor's Degree in Accounting, Finance, or a related field

Job description

The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle‑market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy‑side and sell‑side due diligence, tax due diligence, and transaction structuring—ensuring clients are well‑informed and positioned for successful outcomes.

At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast‑paced environment and seek variety, we would love to talk to you!

The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.

What You Will Do:

• Strategically lead and oversee complex buy‑side and sell‑side financial due diligence engagements for private equity firms and corporate clients, ensuring alignment with broader investment strategies and value creation goals.
• Drive the development of high‑impact Quality of Earnings analyses by synthesizing complex financial and operational data, delivering actionable insights that influence investment decisions.
• Identify and assess critical diligence risks and strategic opportunities, providing executive‑level recommendations that inform deal structuring, integration planning, and long‑term performance optimization.
• Lead market and industry intelligence initiatives, leveraging competitive benchmarking and trend analysis to contextualize target performance and support strategic positioning in dynamic market environments.
• Serve as a trusted advisor to C‑suite executives, private equity partners, investment bankers, and legal counsel, facilitating cross‑functional collaboration and ensuring seamless execution across all phases of the deal lifecycle.
• Build and scale high‑performing teams, providing visionary leadership, mentorship, and professional development to staff at all levels, while fostering a culture of excellence, accountability, and continuous improvement.

Minimum Qualifications:

• Bachelor's Degree in Accounting, Finance, or a related field
• Nine (9) plus years of relevant work experience with a minimum of five (5) years working in transaction advisory services performing financial due diligence at a large public accounting or consulting firm
• Extensive analytical and project management skills, including the ability to meet deadlines in a fast‑paced environment
• Excellent written and verbal communication skills
• Ability to develop relationships with both team members and external clients
• Proficiency with Microsoft Office, primarily Excel and PowerPoint

Preferred Qualifications:

• Current and valid CPA (Certified Public Accountant) license

What We Offer:

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice – Equal Opportunity Statement

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.