Transaction Advisory Services Director

Insero & Co. CPAs, LLP; City of Rochester (NY); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Remote/hybrid work flexibly

Competitive salaries

401(k) plan with firm contributions

Tuition reimbursement

5 weeks paid time off

Paid holidays

Job summary

Insero & Co. CPAs, LLP in Rochester, NY seeks an experienced TAS professional to lead our Transaction Advisory team. You will drive buy-side and sell-side diligence, QoE, and deal-related accounting, delivering insights across the deal lifecycle.

The role involves technical accounting for business combinations, revenue recognition, and post-close integration, with exposure to complex data sets and strategic client advisory. Hybrid work and strong growth opportunities are offered.

Qualifications

• 10+ years of experience in transaction advisory, financial due diligence, or technical accounting.
• Bachelor’s degree in Accounting or Finance; CPA strongly preferred.
• Strong GAAP knowledge with transaction context application.
• Experience in QoE, M&A, or related projects in a fast-paced environment.
• Proven ability to manage multiple deals and communicate findings clearly.

Responsibilities

• Lead financial due diligence for buy-side and sell-side engagements, including QoE, working capital, and net debt analysis.
• Analyze target financials, historical earnings, cash flow, and balance sheets to support valuation and structuring.
• Evaluate non-recurring items and accounting policy effects to assess normalized performance.
• Prepare due diligence reports and present findings to clients and stakeholders.
• Coordinate data room activities and interface with client management teams.
• Collaborate across Advisory practices to deliver integrated deal support.

Skills

QoE analysis

M&A support

Financial due diligence

Valuation/transaction modeling

GAAP knowledge

Data analysis

Education

Bachelor’s degree in Accounting or Finance

CPA strongly preferred

Tools

Excel

Data analytics software

Job description

Rochester, United States | Posted on 08/01/2026

We are seeking an experienced TAS professional to help us build and lead our Transaction Advisory team. As a key growth member of ourteam, you'll work with clients across a range of industries, to support M&Atransactions, financial due diligence, and complex deal-related accountingmatters. This role is highly project-oriented and will focus on quality ofearnings analysis, financial statement assessment, and transaction executionsupport across the deal lifecycle.

The position offers significant exposure to buy-side andsell-side diligence engagements, including analyzing target company financials,identifying key risks and adjustments, and supporting clients in makinginformed investment and transaction decisions. You will also contribute totechnical accounting considerations arising from transactions, includingbusiness combinations, revenue recognition, and other judgmental areasimpacting deal outcomes.

The ideal candidate brings a strong background in financialreporting, technical accounting, and analytical review, with strong experience in transaction advisory, due diligence, or M&A support. Thisindividual thrives in a fast-paced, deal-driven environment, is comfortableworking with large and complex data sets, and is motivated to deliver insightsthat drive value for clients.

Responsibilities

• Lead financial due diligence efforts for buy-side andsell-side transactions, including quality of earnings (QoE), working capital,and net debt analysis, identifying key risks, trends, and deal considerations.
• Analyze target company financials, including historicalearnings, cash flow sustainability, and balance sheet exposures, to supportvaluation and transaction structuring.
• Evaluate non-recurring items, EBITDA adjustments, andaccounting policies to assess normalized performance and potential dealimpacts.
• Support clients through the entire transaction lifecycle,including diligence, deal execution, and post-close integration considerations.
• Serve as a strategic advisor on transaction-relatedaccounting matters, including purchase accounting, revenue recognitionimplications, debt modifications, and lease considerations.
• Lead the preparation of due diligence reports, financialanalyses, and key findings presentations for clients, private equity sponsors,and other stakeholders.
• Coordinate and manage data room activities, includingreviewing financial information, responding to diligence requests, andinterfacing with client management teams.
• Collaborate with cross-functional teams (TransactionAdvisory, Audit, Tax, and other Advisory practices) to deliver integrated dealsupport and insights.
• Assist in evaluating financial forecasts, business plans,and key value drivers to assess reasonableness and identify upside/downsiderisks.
• Support post-transaction activities, including purchaseprice allocation, opening balance sheet assessments, and integration-relatedaccounting considerations.
• Maintain strong client relationships, serving as a key pointof contact throughout the diligence and transaction process. Contribute toother accounting and advisory engagements as needed.
• Collaborate cross-functionally with Audit, Tax, and otherAdvisory practices to deliver integrated solutions and identify additionalclient service opportunities.

Requirements

Education and Experience

10+ years of experience in transaction advisory, financialdue diligence, or technical accounting, preferable with a mix of publicaccounting and corporate experience

• Bachelor’s degree in Accounting, Finance, or related field;CPA strongly preferred.
• Strong understanding of GAAP with the ability to applyaccounting guidance in a transaction context.
• 6+ years of direct experience with quality of earningsanalysis, or M&A-related projects is required.
• Advanced analytical skills with the ability to interpretcomplex financial data and identify key deal risks and adjustments.
• Proven ability to manage multiple concurrent transactions ina fast-paced, deadline-driven environment.
• Excellent communication skills, with the ability to presentfindings and insights clearly to clients and deal stakeholders.
• Strong attention to detail and commitment to deliveringhigh-quality, client-ready deliverables.
• High energy, adaptability, and a strong desire to work in adynamic, client-oriented environment.
• Flexibility and openness to work on a variety ofassignments, industries, and roles.

Salary Information: In the spiritof pay transparency, we are excited to share that the base pay range for thisposition is $120,000 - $140,000 - $170,000 annually. Please keep in mind thatthis range is base pay only and does not consider other components that make upthe total rewards package for the position such as eligibility to participatein our annual Management bonus program and our Management Incentive grantprogram.This range is a reasonable estimate of the current salary rangefor this position. Actual compensation is influenced by a variety of factors,including but not limited to skills, experience, qualifications, and/oreducation and geographic location. It is not typical for a candidate to behired at or near the top of the range for their role and compensation decisionsare dependent on the capabilities and experience of the candidate. Incentives,if any, depend on various factors, including, without limitation, individualand firm performance.

Insero is a New York-based accounting and business advisorypractice focused on the manufacturing and distribution, construction and realestate, professional services and non-profit sectors. Our practice servesprivate clients as well. One of our core values is that we are Passionate aboutPeople. We don’t just talk about our values, we live them. That’s why we’veconsistently been recognized as the best place to work!

The Insero Way – Our culture is guided byour core values and motivates result-orientated associates. Our values form thefoundation of our daily practices.

We believe great teams are built on sharedvalues: Be Passionate about People, Deliver Excellence, Grow to NewHeights, and Go Further Together .

Awards & Recognition

• #4 Best Company to Work For in New York - 2026 (ranked #1 in2025 & 2024, 2022)
• Best Accounting Firms to Work For (2012–2025)
• #1 Best Accounting Firm & Most Innovative Workplace(2025 & 2024, Rochester Business Journal)
• #4 Best Places to Work for Career Growth

• We offercompetitive salaries
• an outstanding paid time off program (5 weeks based onlevel)
• 16 paid holidays
• remote/hybrid work flexibly
• 401(k) plan with firmcontributions
• tuition reimbursement program
• 100% employer paid parking
• spotbonus program
• CPA bonus
• a variety of different medical plan options alongwith opt-out dollars if you do not need medical ins coverage.
• weoffer tremendous growth and development opportunities to assist with both yourpersonal and professional goals.

At Insero,we’re committed to transforming the employee experience, beyond industrystandards to enable you to build your ideal career. Let us show you how life atInsero is different:

• We offerexcellent advancement opportunities as well as advisor and mentor programs.
• We investheavily in training and technology.
• We focus onflexibility, with an amazing hybrid working environment giving you the abilityto work in the office as well as from home/remote.
• We serve a widevariety of clients and offer many compliance and consulting services, givingour team members opportunities to explore different areas of practice.
• There are also many opportunities to get involved from day one, including ourinitiatives for outreach, innovation, wellness, and diversity, equity, andinclusion.