Executive Director, Financial Due Diligence & Transactions

CFGI; Chicago (IL); On-site; USD 250,000 - 450,000; Full time

Job summary

CFGI is seeking a Managing Director to lead and expand its Financial Due Diligence practice within Transaction Advisory Services. You will own strategic client relationships, lead complex buy-side and sell-side engagements, and drive growth with private equity, strategic buyers, and corporate clients.

In this role, you will originate new business, develop senior professionals, and shape engagement strategy, staffing, and delivery quality across the client portfolio while coordinating with

Qualifications

• 12+ years of professional experience in public accounting, transaction advisory, consulting, corporate finance, accounting, or a related finance environment.
• Prior financial due diligence experience, including meaningful experience leading financial due diligence engagements and evaluating transaction-related financial matters.

Responsibilities

• Serve as the executive engagement leader and senior advisor for complex buy-side and sell-side financial due diligence engagements for private equity firms, strategic buyers, lenders, and corporate clients.
• Advise CFOs, private equity sponsors, corporate development teams, investment professionals, and executive leadership on transaction-related financial risks, valuation considerations, quality of earnings, working capital, debt and debt-like items, and deal execution.
• Lead a portfolio of client relationships and multidisciplinary engagement teams delivering financial due diligence, transaction advisory, carve-out, and transaction support services.
• Provide senior technical oversight on U.S. GAAP, transaction accounting issues, financial reporting considerations, and complex deal structures, including reviewing and challenging significant analyses and conclusions.
• Oversee engagement strategy, scoping, quality assurance, staffing, project economics, risk management, and client satisfaction across the client portfolio.
• Originate new business and expand existing client relationships through strategic account management, referral networks, proposal leadership, networking, thought leadership, and market development.
• Partner with leaders across CFGI’s practice areas to identify cross-selling opportunities and deliver integrated solutions throughout the transaction lifecycle.
• Coordinate directly with client executives, investment bankers, legal counsel, lenders, auditors, and third-party advisors on significant transaction matters.
• Help shape practice strategy, market priorities, service offerings, and scalable delivery models that strengthen engagement quality, efficiency, and growth.
• Recruit, mentor, and develop Directors, Senior Managers, Managers, and Consultants while strengthening the practice’s technical capabilities, leadership pipeline, and succession planning.
• Contribute to methodology development, financial analysis tools, automation initiatives, internal training, and thought leadership that advance CFGI’s Transaction Advisory Services capabilities.

Skills

Executive engagement leadership

Financial due diligence

Originate new business

Client relationship management

Staff development

Job description

CFGI is seeking a Managing Director to lead and expand its Financial Due Diligence practice within Transaction Advisory Services. You will own strategic client relationships, lead complex buy-side and sell-side engagements, and drive growth with private equity, strategic buyers, and corporate clients.

In this role, you will originate new business, develop senior professionals, and shape engagement strategy, staffing, and delivery quality across the client portfolio while coordinating with