Remote Transaction Advisory Director: Buy/Sell Diligence

SAX; Boston (MA); Remote; USD 180,000 - 240,000; Full time

Job summary

SAX Advisory Group, LLC is a Transaction Advisory Services Director role focusing on financial due diligence, Quality of Earnings, and capital-raising support. You will guide buy- and sell-side analyses, manage engagement teams, and interact with private equity, lenders, and business owners to optimize deal outcomes.

The position requires CPA credentials, broad GAAP knowledge, and leadership abilities, with travel to support client engagements as needed.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• CPA certification preferred.
• Progressive experience in financial due diligence, quality of earnings, and business valuation.

Responsibilities

• Lead buy-side due diligence engagements including QOE and QOA.
• Manage sell-side due diligence and advisory engagements.
• Identify risks and communicate recommendations to clients clearly.

Skills

GAAP knowledge

Financial analysis

Deal execution

Leadership

Communication

Education

Bachelor's degree in accounting/finance

CPA

Tools

Microsoft Excel

PowerPoint

PitchBook

DealStats

Job description

SAX Advisory Group, LLC is a Transaction Advisory Services Director role focusing on financial due diligence, Quality of Earnings, and capital-raising support. You will guide buy- and sell-side analyses, manage engagement teams, and interact with private equity, lenders, and business owners to optimize deal outcomes.

The position requires CPA credentials, broad GAAP knowledge, and leadership abilities, with travel to support client engagements as needed.