Transaction Services Financial Diligence Director – $175-250K Plus Bonus

ACCsurance, LLC; Chicago (IL); On-site; USD 175,000 - 250,000; Full time

Job summary

A prominent consulting firm in Chicago seeks an experienced Transaction Services Financial Diligence Director to manage financial due diligence projects, oversee teams, and foster client relationships. This role requires at least 10 years of experience in consulting, strong leadership skills, and a relevant bachelor's degree. Preferred candidates will have CPA certification and extensive knowledge in US GAAP and transaction advisory services. The position offers a salary range of $175K-$250K plus bonus, with a focus on business development and client satisfaction.

Qualifications

• Minimum of 10 years of relevant consulting experience.
• CPA or equivalent license/certification required.
• Experience in accounting, audit or transaction advisory services.

Responsibilities

• Oversee financial due diligence projects for multiple clients.
• Manage client relationships and drive business development.
• Lead and mentor staff while ensuring quality of service.

Skills

Leadership

Financial analysis

Client management

Communication

Project management

Education

Bachelor’s degree in Accounting, Finance, or related field

Master’s degree (preferred)

Tools

US GAAP knowledge

SEC Reporting knowledge

Job description

Transaction Services Financial Diligence Director – $175-250K Plus Bonus

POSITION SUMMARY: The Financial Diligence Senior Manager / Director is responsible for overseeing all phases of project and engagement management for multiple clients in a wide variety of industries. Responsibilities include planning, directing, and completing projects and services in financial due diligence and developing and managing staff. The Financial Diligence Senior Manager / Director works closely with partners and staff and plays a key role in client management, practice development, and business development for an assigned group of clients.

Essential Duties and Responsibilities:

• Supervise and oversee all aspects of TS Financial Diligence engagements throughout the transaction process, and coordinate the work performed by multiple service lines.
• Serve as the day-to-day point person on engagements; lead meetings and calls with clients and target management.
• Plan, execute, direct and complete financial due diligence for financial and corporate strategic buyers from a variety of industries, including manufacturing and distribution, non-profit, high-tech, real estate, and financial services.
• Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively.
• Develop and maintain strong client relationships and cross-sell services.
• Manage business development activities, such as proposals, account teams, whitepapers, conferences, and/or other thought leadership material
• Work closely with Firm managers and partners to promptly identify and resolve client problems or issues
• Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
• Meet or exceed sales targets for new and follow-on work
• Meet or exceed targeted billing hours (utilization).
• Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
• Manage, develop, train, coach and mentor staff on projects and assess performance for engagement and year-end reviews
• Motivate others to perform at maximum efficiency without sacrificing quality of the services delivered
• Interview campus and/or experienced candidates
• Other duties as assigned.

• Bachelor’s degree in Accounting, Finance, Information Technology, MIS or related field. A Master’s degree is a plus.
• 10 plus years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level.
• CPA, CAMS, CRCM, ACFCS, CISA, CISSP, CIA, CISM or related license/certification.
• Solid experiencein the following: accounting, audit or transaction advisory services.
• Strong current knowledge in US GAAP, GAAS, SEC Reporting, transaction advisory services or mergers and acquisitions.
• Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice.
• Strong leadership, business, recruitment, training, and mentoring skills.
• Excellent written, presentation, leadership, and interpersonal communication skills.
• Ability to work additional hours and/or travel as needed.