Director, Transaction Advisory - 2236685

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

Job summary

Forvis Mazars, LLP in Houston, Texas, is searching for a leader in their Transaction Advisory team to oversee financial due diligence for clients. Ideal candidates will have over nine years of experience, including at least five years in transaction advisory services. Key responsibilities include conducting buy-side and sell-side due diligence, identifying risks, and providing strategic recommendations to C-suite executives. Candidates must have strong analytical skills and a Bachelor's Degree in a relevant field. A CPA is preferred.

Qualifications

• Nine plus years of relevant work experience in transaction advisory services.
• Minimum five years working in financial due diligence at a large public accounting or consulting firm.
• Extensive analytical and project management skills.

Responsibilities

• Lead complex buy-side and sell-side financial due diligence engagements.
• Drive development of Quality of Earnings analyses.
• Identify critical diligence risks and provide executive-level recommendations.
• Conduct market and industry intelligence initiatives.
• Serve as a trusted advisor to C-suite executives.
• Build and scale high-performing teams through mentorship and professional development.

Skills

Analytical skills

Project management skills

Communication skills

Relationship building

Proficiency with Excel

Proficiency with PowerPoint

Education

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

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.

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.

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

Legal Notice

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.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee‑based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.