VP of Transaction Advisory
Role Description This full-time, remote VP of Transaction Advisory role is responsible for leading and expanding the firm’s transaction advisory services, including buy-side and sell-side support across mergers, acquisitions, divestitures, and strategic investments. The role includes overseeing financial due diligence, quality of earnings analyses, and valuation-related assessments, while ensuring timely, high-quality deliverables for clients and stakeholders. The VP will manage and mentor advisory teams, coordinate cross-functional collaboration with finance, legal, tax, and operations, and develop standardized processes, tools, and methodologies for engagements. Additional responsibilities include building and maintaining client relationships, supporting business development initiatives, preparing proposals and engagement scopes, and presenting findings and recommendations to executive leadership and client boards. The VP will also monitor market trends, regulatory developments, and best practices to refine service offerings and support long-term strategic planning for the advisory practice.
Qualifications
Demonstrated expertise in transaction advisory services, including financial due diligence, quality of earnings, and M&A support. Strong financial analysis, modeling, and valuation skills, with the ability to interpret complex financial statements and data. Proven leadership experience managing advisory teams, mentoring professionals, and overseeing multiple concurrent engagements. Excellent communication, presentation, and stakeholder management skills, with the ability to convey technical concepts to non-technical audiences. Experience collaborating with legal, tax, and operational teams in the context of transactions and strategic initiatives. Track record in business development, including relationship management, proposal preparation, and client-facing negotiations. Strong organizational and project management skills, with the ability to prioritize, meet deadlines, and maintain quality standards in a remote environment. Graduate or bachelor’s degree in finance, accounting, business, economics, or a related field. Comfort with remote collaboration tools and the ability to work effectively in a distributed, results-oriented setting.