Senior Director - Transaction Advisory - Financial Due Diligence

Senior Director - Transaction Advisory/Financial Due Diligence

Alvarez & Marsal (A&M) is a global consulting firm with a proven track record of helping private equity and corporate clients execute buy‑side and sell‑side financial due diligence. A&M’s Transaction Advisory Group (TAG) hires a Senior Director in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco to lead complex engagements and deliver integrated due‑diligence solutions.

TAG is a subsidiary of A&M and specializes in financial and accounting buy‑side and sell‑side due diligence, capital markets, accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) advisory and related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients worldwide.

As a Senior Director you will work with a highly motivated team on a variety of interesting projects across manufacturing, distribution, consumer, retail, restaurants, business and industrial services, healthcare, software & technology, energy and financial services. Your approach combines operational, functional and industry expertise with Big Four‑quality financial accounting and tax services to drive value throughout the investment lifecycle.

• Counsel and mentor all levels of employees.
• Handle personnel matters with employees effectively, including difficult career counseling situations.
• Lead conversations with clients and lenders.
• Manage and prioritize engagements and responsibilities appropriately.
• Handle all relationship matters with clients, with limited Managing Director involvement.
• Manage multiple chargeable and non‑chargeable projects of varying size and complexity.
• Identify potential transaction risks and implement strategies to address risks.
• Act as a subject‑matter expert in technical accounting subjects relevant to TAG.
• Generate a full due‑diligence report.
• Lead the Quality of Earnings, P&L and Working Capital analyses.
• Effectively manage day‑to‑day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.
• Manage client relationships and ensure all client needs are met.
• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
• Help engagement executives maximize the value the client is receiving from A&M.
• Proactively recruit, train and develop individuals of all levels for TAG.
• Engage in training initiatives, including developing and teaching courses.
• Display a core understanding of all TAG services (FDD/ODD) and strive to cross‑sell TAG and other A&M services.
• Abide by risk‑management guidelines and engagement review memo procedures.
• Gather applicable conflict‑check information and coordinate with Managing Directors to set up engagement codes and other engagement requirements.
• Assist Managing Directors and Senior Director in sales and business development efforts.
• Contribute to sales pursuits and generate new client business or add on business from current clients.
• Expand TAG market share within existing clients and increase non‑TAG purchases from A&M.
• Identify and pursue referrals from existing clients and new client opportunities by attending industry conferences.
• Appropriately manage engagement risk and potential client or engagement issues.

• Minimum of 10 years of financial accounting due diligence experience at a top accounting firm.
• Bachelor’s or Master’s degree in Accounting and/or related major.
• Certified Public Accountant (CPA) or in the process of obtaining one.
• Working knowledge of US GAAP, SEC reporting and purchase accounting.
• High proficiency in Excel and PowerPoint.
• Excellent interpersonal…