Director, Transaction Advisory Services (Healthcare)

InforCapital, partnership; Melville (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

InforCapital, partnership in Melville, United States, is seeking a Director for Transaction Advisory Services with healthcare expertise. The Director will be responsible for leading financial due diligence engagements for private equity clients and corporate acquirers.

Key tasks include managing due diligence processes, preparing reports, mentoring staff, and generating new business opportunities. A Bachelor’s degree and at least 6 years of relevant experience are required.

Qualifications

• Minimum 6 years of audit, accounting, and financial due diligence experience.
• Prior experience with lower middle market companies.
• Strong proficiency in Excel, Word, and PowerPoint.

Responsibilities

• Conduct buy-side and sell-side financial due diligence.
• Plan, manage, and lead multiple due diligence engagements.
• Act as primary client contact throughout the due diligence process.

Skills

Financial due diligence

Audit and accounting

Client relationship management

Analytical skills

Business development

Education

Bachelor's degree in Accounting, Business Administration, Economics, or Finance

CPA preferred

Tools

Excel

Word

PowerPoint

Job description

# Director, Transaction Advisory Services (Healthcare)Citrin CoopermanDirectorPrivate EquityHealthcareFull-timeLocationMelville, United StatesDate PostedMay 24, 2026RegionNew YorkStay ahead of the marketGet instant notifications when new job openings matching "Private Equity / Director jobs in Melville, United States" are published.## About This RoleCitrin Cooperman is seeking a Transaction Advisory Services (TAS) Director with healthcare expertise to join its Advisory Department. The Director will lead financial due diligence engagements on behalf of private equity clients and corporate acquirers and sellers.Key Responsibilities:- Conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers/sellers- Plan, manage, and lead multiple due diligence engagements and service teams- Act as primary client contact throughout the due diligence process- Conduct on-site and phone interviews with C-level personnel at acquisition targets- Analyze historical financial and operating results, explain business trends, and identify risks- Prepare due diligence reports and presentations highlighting key findings and recommendations- Train, develop, and mentor lower-level staff- Apply TAS best practices to ensure consistent quality of service- Generate new business opportunities and develop proposals for prospective clientsQualifications:Bachelor's degree in Accounting, Business Administration, Economics, or Finance; CPA preferred; minimum 6 years of audit, accounting, and financial due diligence experience; prior experience with lower middle market companies; strong proficiency in Excel, Word, and PowerPoint.Apply for this Position