Director, Transaction Advisory Services

Beech Valley Solutions; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

Beech Valley Solutions seeks an experienced Director to lead the healthcare transaction advisory practice in the New York City market. You will oversee buy-side and sell-side engagements, perform QoE analyses, and manage multidisciplinary teams through complex deals.

You will serve as a senior advisor to executive teams and private equity sponsors, shaping strategy, risk assessment, and post-transaction integration as part of growth initiatives.

Qualifications

• Bachelor’s degree and 8+ years of progressive experience in Transaction Advisory Services, financial due diligence, or related field.
• MBA, CPA, CFA or other relevant advanced degree or professional certification.
• Demonstrated experience leading complex healthcare transactions (buy-side and sell-side).
• Strong QoE, working capital, financial modeling and transaction analytics expertise.

Responsibilities

• Lead multiple healthcare transaction advisory engagements (buy-side/sell-side, M&A, partnerships, JVs).
• Direct financial due diligence and QoE analyses with associated calculations.
• Advise executive leadership teams and private equity sponsors through the transaction lifecycle.
• Identify risks, value creation opportunities, and strategic considerations for clients.
• Lead multidisciplinary teams and manage scope, timelines, budgets, and deliverables.
• Develop executive presentations, diligence reports, and board materials.

Skills

Healthcare TA leadership

QoE analysis

Financial modeling

Executive stakeholder management

Project management

Education

MBA/CPA/CFA equivalent

Job description

We are seeking an experienced Director to support a growing Transaction Advisory Services practice focused on the healthcare industry in the New York City market. This role will lead complex buy-side and sell-side transactions, financial due diligence, M&A, strategic partnerships, physician alignment initiatives, and post-transaction integration. The Director will serve as a senior advisor to executive teams, private equity sponsors, and healthcare organizations while leading multidisciplinary engagement teams and supporting practice growth.

What You’ll Do

• Lead multiple healthcare transaction advisory engagements, including buy-side and sell-side transactions, M&A, strategic partnerships, joint ventures, and physician alignment initiatives.
• Direct financial due diligence, including Quality of Earnings (QoE) analyses, working capital assessments, debt and debt-like analyses, financial modeling, earn-out calculations, and transaction-related analytics.
• Advise executive leadership teams, private equity sponsors, health systems, physician organizations, and other stakeholders throughout the transaction lifecycle.
• Identify and communicate transaction risks, value creation opportunities, and strategic considerations.
• Lead multidisciplinary engagement teams while managing project scope, timelines, budgets, and deliverable quality.
• Develop executive presentations, diligence reports, board materials, and other transaction-related deliverables.
• Build trusted client relationships and identify opportunities to expand existing engagements and develop new business.
• Support proposal development, client presentations, thought leadership, recruiting, and the continued development of transaction advisory best practices.

What We’re Looking For

• Bachelor’s degree and 8+ years of progressive experience in Transaction Advisory Services, Financial Due Diligence, healthcare consulting, investment banking, corporate development, or a related field.
• MBA, MHA, CPA, CFA, or another relevant advanced degree or professional certification.
• Demonstrated experience leading complex healthcare transactions, including buy-side and sell-side engagements.
• Strong technical experience with QoE analyses, working capital assessments, financial modeling, and transaction-related analytics.
• Healthcare industry experience across sectors such as hospitals and health systems, physician practices, ASCs, MSOs, DSOs, revenue cycle management, healthcare IT, payors, pharmacy, or post-acute care.
• Proven ability to manage multiple concurrent engagements and build trusted relationships with executive-level stakeholders.
• Excellent analytical, project management, communication, and executive presentation skills.
• Demonstrated leadership, sound business judgment, and experience mentoring and developing consulting professionals.

Nice to Have

• Experience within a dedicated healthcare Transaction Advisory Services or Financial Due Diligence practice.
• Significant experience advising private equity firms, strategic investors, or healthcare organizations through complex transactions.
• Broad exposure across multiple healthcare subsectors and transaction structures.