Director - Transaction Advisory - Financial Due Diligence

Alvarez & Marsal; Boston (MA); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Paid time off

Job summary

Alvarez & Marsal, a global consulting firm, is seeking a Director for Transaction Advisory / Financial Due Diligence. The role is based in multiple U.S. cities including Boston and focuses on buy-side and sell-side due diligence for private-equity and corporate clients.

You will mentor teams, lead engagements with clients and lenders, and deliver integrated due-diligence reports while identifying transaction risks and cross-selling services. A competitive base salary is offered.

Qualifications

• 8–10 years of financial accounting due diligence experience at a top firm.
• Working knowledge of U.S. GAAP, SEC reporting, and purchase accounting.
• High proficiency in Excel and PowerPoint.
• Excellent interpersonal and communication skills.
• Strong project management skills.

Responsibilities

• Lead and mentor Associates, Senior Associates and Managers.
• Oversee deals and manage client and lender conversations.
• Identify transaction risks and implement mitigation strategies.
• Deliver full due diligence reports including QoE, P&L and working capital.
• Cross-sell TAG and other A&M services to clients.

Skills

Financial due diligence

Excel

PowerPoint

US GAAP

Communication skills

Project management

CPA candidate / CPA

Education

Bachelor's or Master's in Accounting

CPA or in process

Tools

Excel

PowerPoint

Job description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results‑oriented professionals in over 40 countries. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

Director – Transaction Advisory / Financial Due Diligence

We are seeking a Director to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done. The role is based in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles, and San Francisco and focuses on providing private‑equity and corporate clients buy‑side and sell‑side financial accounting due diligence. Responsibilities include engaging with management, advising on transaction risks, and delivering integrated due‑diligence services that combine operational, functional, and industry expertise with Big Four quality financial accounting and tax services.

Responsibilities

• Counsel and mentor Associates, Senior Associates and Managers.
• Effectively lead the team in conversations with clients and lenders.
• Manage and prioritize team responsibilities and proactively consult with Managing Directors and senior members of the team as appropriate.
• Oversee all aspects of deals with limited guidance from Managing Directors.
• Manage multiple chargeable and non‑chargeable projects of varying size and complexity.
• Identify potential transaction risks and implement strategies to address risks.
• Generate a full due diligence report.
• Lead the Quality of Earnings, P&L and Working Capital analyses.
• Communicate regularly with clients regarding engagement matters (e.g., billing, status updates, preparation of scope of procedures, scope changes, request lists).
• Effectively manage day‑to‑day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.
• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
• Help engagement executives maximize the value the client is receiving from A&M (e.g., monitor engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).
• Proactively recruit, train, and develop individuals at all levels for TAG.
• Engage in training initiatives, including developing and teaching courses as appropriate.
• Display a core understanding of all TAG services (FDD/ODD) and strive to cross‑sell TAG and other A&M services, as opportunities arise.
• Abide by risk management guidelines and engagement review memo procedures.
• Gather applicable conflict check information and coordinate with Managing Directors to set up engagement codes and other engagement requirements.
• Assist Managing Directors and Senior Director in sales and business development efforts.
• Contribute to sales pursuits by generating new client business and/or adding on business from current client.
• Appropriately manage engagement risk and potential client or engagement issues.

Qualifications

• 8‑10 years of financial accounting due diligence experience at a top accounting firm.
• Bachelor’s or Master’s degree in Accounting and/or related major.
• Certified Public Accountant (CPA) or in the process of obtaining one.
• Working knowledge of U.S. GAAP, SEC reporting, and purchase accounting.
• High proficiency in Excel and PowerPoint.
• Excellent interpersonal and communication skills.
• Strong project management skills.
• Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
• Ability to thrive and be effective in fast‑paced settings.

Benefits and Growth Opportunities

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. We provide continuous learning opportunities, rewards for contributions, and a meritocratic culture. Advanced training and on‑the‑job learning help you acquire new skills and advance your career.

We prioritize well‑being, offering benefits and resources to support you. Regular employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverage, and a 401(k) retirement plan. Eligible employees also receive an annual discretionary contribution to their 401(k) from A&M. Paid time off includes vacation, personal days, 72 hours of sick time (prorated for part‑time employees), ten federal holidays, one floating holiday, and parental leave.

The base salary is $200,000 annually, dependent on multiple variables such as education, experience, skills, and geography. A&M also offers a discretionary bonus program based on individual and firm performance.

We recruit on an ongoing basis. Candidates are encouraged to apply promptly for roles they are qualified for. A&M does not require or administer lie‑detector tests as a condition of employment in any state. Violations of Massachusetts law are subject to criminal and civil penalties.