{"id":2804360,"url":"https://alion.io/job/saxadvisorygroup-transaction-advisory-services-director","title":"Transaction Advisory Services Director","company":{"id":720733,"name":"Saxadvisorygroup","domain":"saxadvisorygroup.com","url":"https://alion.io/company/saxadvisorygroup","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"head","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":200000,"max":230000,"currency":"USD","period":"year","gross":null,"usd_annual":230000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":true}],"status":"live","first_seen_at":"2026-10-18T02:54:18Z","employer_posted_date":"2026-10-18","last_verified_at":"2026-10-21T05:32:47Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!\nDEPARTMENT / PRACTICE AREA: Transaction Advisory Services (Financial Due Diligence and Quality of Earnings)\nEXPERIENCE LEVEL: Director level; progressive experience from staff accountant through manager and director, including regional practice leadership\nREPORTS TO: Transaction Advisory Services Practice Leadership\nLOCATION: 100% remote but Greater Boston or New England. Occasional travel to our firm’s Boston office is required.\nPosition Summary:\nSAX Advisory Group is seeking a Transaction Advisory Services Director to lead end to end deal analysis both on the buy-side and sell-side including financial due diligence, Quality of Earnings, Net Working Capital analysis, and Net-Debt analysis , among other areas. The Director serves as a trusted advisor to private equity investors, investment bankers, venture capitalists, lenders, attorneys, and business owners, identifying issues that affect deal value, and drives practice growth through business development and relationship management. The role combines deep technical knowledge of GAAP and financial statement analysis with leadership of engagement teams and development of practice processes.\nKey Responsibilities\nLead buy-side due diligence engagements, including Quality of Earnings, Quality of Assets, and customized due diligence for corporate, private equity, and lenders.\nManage and lead sell-side due diligence and consulting engagements.\nIdentify issues and key risks supporting purchase price reductions, deal restructuring, or deal termination, and communicate them clearly to clients.\nAdjust reported earnings to reflect actual recurring operations and managing deliverables to meet any time sensitive deadlines.\nPrepare working capital analyses and support working capital disputes.\nDevelop financial models, market multiples, and cash flow analyses, including analyses for leveraged and unleveraged management buyouts.\nAnalyze client financial data to identify trends, GAAP departures, and operational characteristics.\nOriginate and develop new business, lead proposals, and build relationships with private equity firms, venture capitalists, attorneys, and other industry contacts.\nPrepare engagement letters, develop fees, and set budgets for new and prospective clients.\nDevelop and implement practice processes to improve deal realization.\nServe as the main point of contact for clients, including presenting Quality of Earnings findings, key risks, or issues and discussing with business owners and boards.\nSupervise, review, evaluate, and train seniors, staff, and interns, and meet external reporting and valuation deadlines.\nWork alongside various M&A advisors during the deal process including attorney’s, investment bankers, Management teams through the entire deal process.\nRequired Qualifications\nBachelor's degree in business administration, accounting, or a related field.\nCertified Public Accountant (CPA).\nProgressive experience in financial due diligence, Quality of Earnings, and business valuation, including engagement management and director-level responsibility.\nStrong knowledge of GAAP, internal control objectives, financial statement analysis, and financial reporting.\nPreferred qualifications\nBackground in audit and financial statement preparation, including GAAP-compliant statements and required auditor communications.\nExperience across industries such as financial services, SaaS/technology, distribution, manufacturing, construction, and media.\nDemonstrated record of revenue origination and proposal leadership within a transaction advisory practice.\nCore skills and competencies\nTechnical: Quality of Earnings and Quality of Assets analysis, revenue recognition analysis, working capital analysis, business valuation methods, financial modeling, cash flow analysis, ratio and variance analysis,\nTools: Microsoft Excel, Word, and PowerPoint, PitchBook, DealStats ,and leveraging AI on a deal by deal basis\nLeadership: supervising and training engagement teams, building practice processes, leading in a team-oriented environment.\nClient and business development: relationship building with private equity, lenders, attorneys, investment bankers, and other deal participants.\nPersonal effectiveness: entrepreneurial, strong time management, analytical thinking, learning new concepts quickly, working well under pressure, and clear, effective communication.\nNew Jersey Pay Range\n$200,000—$230,000 USD\nNew York Pay Range\n$200,000—$230,000 USD","description_format":"text","description_chars":5010,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Advisory, Valuation & 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