Director, Transaction Advisory

Forvis Mazars US; Houston (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

A leading financial consulting firm in Houston is seeking an experienced professional for transaction advisory services, focusing on financial due diligence for private equity and corporate clients. The role requires leading high-profile engagements, developing analytical insights, and advising C-suite executives. Candidates must have over 9 years of experience, a degree in finance or accounting, and strong project management skills. A CPA license is preferred. Join a team dedicated to fostering professional growth and delivering results.

Qualifications

• 9+ years of relevant work experience in transaction advisory services.
• 5+ years performing financial due diligence at a large public accounting or consulting firm.
• Current and valid CPA license preferred.

Responsibilities

• Lead complex buy-side and sell-side financial due diligence engagements.
• Develop high-impact Quality of Earnings analyses.
• Provide executive-level recommendations for deal structuring.
• Lead market and industry intelligence initiatives.
• Serve as a trusted advisor to C-suite executives and investment bankers.
• Build and scale high-performing teams.

Skills

Analytical skills

Project management skills

Communication skills

Relationship development

Education

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

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Description & Requirements

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 to ensure clients are well‑informed and positioned for successful outcomes.

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.
• 9+ years of relevant work experience, including at least 5 years 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.

Equal Opportunity Employer Statement

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. 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.