Director - Financial Due Diligence - Private Equity Advisory

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  "location": {
    "raw": "San Francisco, CA",
    "city": "San Francisco",
    "region": "CA",
    "country": "United States",
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{
  "lists": [
    {
      "text": "What You'll Do:",
      "content": "<div>\n\n<li>Provide strategic oversight of financial due diligence engagements, challenging assumptions, identifying risks early, and ensuring analyses are tightly aligned with valuation drivers and transaction objectives</li>\n<li>Own the overall narrative, positioning, and messaging of diligence reports; ensure conclusions are commercially sharp, negotiation‑ready, and tailored to the buyer or seller context</li>\n<li>Serve as the primary senior point of contact for clients and deal teams, leading high‑visibility meetings, negotiation discussions, and executive‑level readouts with CFOs, Controllers, Partners, and Private Equity sponsors</li>\n<li>Take full accountability for final deliverable quality, ensuring reports are concise, commercially focused, and aligned with client objectives; shape executive summaries and key messages for Investment Committee and Board‑level audiences</li>\n<li>Lead financial due diligence for buy‑side and sell‑side transactions, including Quality of Earnings, Net Working Capital, Net Debt, cash flow analysis, and key financial metrics</li>\n<li>Oversee and manage multiple engagement teams simultaneously, setting priorities, driving efficient execution, ensuring quality control, and developing junior team members</li>\n<li>Lead engagement scoping discussions, defining strategy, risk areas, staffing models, timelines, and scope alignment with transaction complexity and fee structure</li>\n<li>Manage day‑to‑day client relationships and proactively advise on deal strategy, risk mitigation, and transaction mechanics</li>\n<li>Review SPA / APA documentation and advise clients on financial mechanics related to Net Working Capital, Net Debt, earnouts, and related deal terms</li>\n<li>Operate with a high degree of independence across engagements with limited Partner oversight, making informed technical and accounting judgment calls and escalating complex or high‑risk issues as appropriate</li>\n<li>Enhance Manager‑level drafts by sharpening messaging, strengthening linkage to deal drivers, and synthesizing key themes into clear, actionable insights for decision‑making</li>\n<li>Maintain accountability for engagement economics, including profitability, leverage, realization, and effective resource deployment across a portfolio of projects</li>\n<li>Support business development efforts, including proposal development, pitch participation, and expanding existing client relationships</li>\n<li>Train and mentor junior staff and lead internal initiatives related to recruiting, training, and methodology development</li>\n<li>Leverage data, analytics, and technology effectively; guide teams in the use of Excel, Power BI, Alteryx, and visualization tools to improve quality and turnaround time</li>\n<li>Support the implementation of firm‑approved, technology‑enabled and AI‑supported approaches within engagements and contribute to continuous improvement efforts in alignment with firm policies</li>\n\n</div>"
    },
    {
      "text": "What You'll Bring:",
      "content": "<div>\n\n<li>8+ years of professional experience in audit and/or financial due diligence, preferably within a Big 4 or comparable professional services firm</li>\n<li>Minimum of 6+ years of current Financial Due Diligence (FDD) experience, with direct ownership of buy‑side and sell‑side engagements</li>\n<li>Proven experience issuing Quality of Earnings reports, with a strong understanding of Adjusted EBITDA, Net Working Capital, and Net Debt</li>\n<li>Demonstrated ability to lead engagements and work directly with senior stakeholders, including CFOs, Controllers, and Private Equity deal teams</li>\n<li>Strong technical accounting background with deep knowledge of GAAP and financial statement analysis</li>\n<li>Advanced proficiency in Microsoft Excel and PowerPoint, including building and reviewing complex financial models and client‑ready presentations</li>\n<li>Experience leveraging data and analytics tools (e.g., Power BI, Alteryx) to analyze large data sets and support diligence insights</li>\n<li>Track record of managing multiple concurrent engagements in a fast‑paced, transaction‑driven environment</li>\n<li>Experience mentoring and developing junior team members and contributing to team performance and engagement quality</li>\n<li>Demonstrated comfort responsibly adopting firm‑approved AI and technology‑enabled tools to enhance productivity, quality, and efficiency</li>\n<li>Ability to operate with a high degree of independence and sound professional judgment, escalating complex or high‑risk issues appropriately</li>\n<li>Ability to work effectively in a hybrid work environment, with flexibility for in‑person collaboration as business needs dictate</li>\n\n<p><strong>Qualifications:</strong></p>\n<ul type=\"disc\">\n<li>Degree in Accounting, Finance, or Economics</li>\n<li>CPA, CFA or advanced degree preferred</li>\n\n</ul></div>"
    }
  ],
  "country": "US",
  "createdAt": 1778101435858,
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  "categories": {
    "team": "FD-Financial Due Diligence",
    "location": "San Francisco, CA",
    "commitment": "Full-Time Employee",
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