Senior Vice President Transaction Advisory Services

Salary: $136,666 – $211,111 base + performance bonus + incentive compensation

About Company / Opportunity:

We are seeking a senior CPA to join a growing advisory firm that provides strategic financial guidance to middle-market companies and investors. This leadership role allows you to influence key business decisions, work directly with executives and investors, and contribute to the growth and strategic direction of the practice. You’ll be empowered to shape outcomes across acquisitions, divestitures, and other complex financial transactions.

Responsibilities:

• Lead and manage transaction advisory engagements from start to finish
• Analyze financial performance, assess risk, and deliver actionable recommendations
• Develop and review financial models, reports, and client deliverables
• Collaborate with leadership on practice growth, operational improvements, and client strategy
• Mentor and develop managers and senior staff, building high-performing teams
• Identify opportunities to expand client relationships and support business development

Must-Have

Skills:

• Active CPA license
• 7+ years of experience in transaction advisory, financial due diligence, or a related field
• Strong understanding of U.S. GAAP and financial analysis for transactions
• Proven leadership experience managing teams or complex projects
• Excellent analytical, problem-solving, and executive communication skills
• Track record of delivering high-quality results in fast-paced environments

Nice to Have

Skills:

• Experience advising private equity-backed companies
• Exposure to both buy-side and sell-side transactions
• Background in operational finance, process improvement, or strategic initiatives
• Experience mentoring and developing high-performing teams
• Comfortable in dynamic, high-growth, or entrepreneurial environments
• Experience contributing to practice growth or expansion