Director – Healthcare, Transaction Advisory Services

Responsibilities

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers
• Plan, manage, and lead multiple due diligence engagements and service teams
• Act as primary client contact for the duration of the due diligence process
• Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
• Analyze historical financial and operating results of target companies, explain business trends, and identify risks
• Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
• Train, develop, and mentor lower-level staff
• Apply TAS Best Practices to ensure consistent quality of service and work product and actively participate in the development of the group’s Best Practices
• Generate new business opportunities for the group and the firm
• Develop proposals, including budgets and scope of work, and present proposals to prospective clients

Requirements

• Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent
• CPA preferred
• Minimum of 6 years of audit, accounting, and financial due diligence experience required
• Prior experience dealing with lower middle market companies

Core Competencies

Demonstrates expertise in financial due diligence, including conducting thorough analyses of financial and operating results, preparing detailed reports, and managing client relationships. Proven ability to lead teams, mentor staff, and generate new business opportunities while applying best practices in the field.