Job Type
Full-Time Regular
Toledo OH
Transaction Advisory Director sought for a dynamic Toledo-based CPA firm, launching a Transaction Advisory department. A highly engaged work environment with significant built-in activity and support for this group. Client relationships and experience with ownership important to this role as are the firm's dual priorities of high-energy client commitment in providing consulting and compliance services, and high-energy time availability to family. Experience in transaction advisory roles of at least seven years important in this hire.
Significant advantages for Transaction Advisory Director candidate:
* Advance your career, and utilize your transaction and valuation skills
* Lead the building of a a department with significant services and staff already in place
* Utilize established long-term firm relationships to grow the practice
* Reap the benefits of a very competitive compensation and bonus plan of a very well-capitalized firm

The Role of the Transaction Advisory Director:
  • Buy-side and Sell-side quality of earnings due diligence reviews
  • Site-visit strategic face-time with CEOs and management leadership
  • Analysis of financial statements to determine sustainability of performance
  • Proposal and engagement letter preparation and presentation
Background Profile:
  • 7-10 years in a transaction advisory practice looking to advance
  • Experience networking with business owners or C-Level managers
  • Project management experience
  • Capacity to apply critical thinking and problem-solving skills
  • Bachelor's degree in Accounting or Finance