Director Transaction Services

ONWARD; United States; Remote; USD 120,000 - 240,000; Full time

Job summary

ONWARD is seeking a seasoned professional to lead financial due diligence engagements for healthcare investors, advisors, and operators. You will guide engagements from initial data collection through final recommendations, owning models and analyses and presenting defensible conclusions.

The role emphasizes client leadership, cross-functional collaboration, and the ability to explain complex findings to investors and executives. Remote-friendly with preference for major markets.

Qualifications

• Analytical, defensible analysis of issues beneath headline numbers.
• Healthcare financial acumen to understand sector-specific factors.
• Client leadership: communicate confidently with investors, executives, and operators.
• Execution discipline: manage models, deliverables, resources, and deadlines.
• Ownership mentality: take responsibility for results and address problems proactively.
• Commercial curiosity: build relationships and grow into broader advisory roles.

Responsibilities

• Lead financial due diligence engagements from data collection through final recommendations.
• Own financial models and data analysis on active engagements.
• Deliver defensible analyses that identify financial risks and value drivers in healthcare transactions.
• Communicate findings clearly to investors, executives, and stakeholders.
• Review work and develop junior professionals to improve efficiency and consistency.

Skills

Analytical rigor

Healthcare financial acumen

Client leadership

Execution discipline

Ownership mentality

Commercial curiosity

Job description

Mandate: Lead financial due diligence engagements for healthcare investors, advisors, and operators, providing a clear and defensible view of earnings quality, revenue sustainability, financial risks, and transaction value drivers. This person will combine hands‑on analytical ownership with client leadership, independently guiding engagements from initial data collection through final recommendations.

Markers of Success:

First 30 Days:

• Develop a working command of the firm’s engagement methodology, reporting standards, and healthcare-specific diligence framework.
• Contribute immediately to active engagements through direct ownership of financial models, data analysis, and defined diligence workstreams.

Within Three to Six Months:

• Independently lead engagements or major workstreams while managing data requests, financial analysis, client communication, internal resources, and deadlines.
• Deliver defensible analyses that identify the financial risks and value drivers affecting healthcare transactions.

Within 12 Months:

• Consistently manage concurrent engagements while maintaining analytical accuracy, responsiveness, and strong client deliverables.
• Become a trusted advisor capable of communicating complicated findings to investors, executives, and transaction stakeholders.
• Review work, develop junior professionals, and improve the consistency and efficiency of engagement execution.

Ongoing:

• Develop durable client relationships that create repeat engagement opportunities.
• Expand into broader leadership and commercial responsibility through reliable execution, team development, and relationship building.

Attributes:

• Analytical Rigor — Produces precise, defensible analysis and investigates the issues beneath the headline numbers.
• Healthcare Financial Acumen — Understands the financial and operational factors that make healthcare transactions uniquely complex.
• Client Leadership — Communicates confidently with investors, advisors, executives, and operators throughout an engagement.
• Execution Discipline — Manages models, deliverables, resources, and deadlines without sacrificing quality.
• Ownership Mentality — Takes responsibility for results and addresses problems before senior leadership must intervene.
• Commercial Curiosity — Builds relationships, recognizes opportunities, and wants to grow into a broader advisor and business leader.

This role can be fully remote with a preference for candidates located in major markets: