Director, Transaction Advisory Services (TAS) and Financial Due Diligence (FDD)

We're redefining Transaction Advisory Services (TAS) at Embarc Advisors. In our innovative approach, Financial Due Diligence and Quality of Earnings (QofE) are seamlessly integrated into the M&A Advisory process and deal negotiations. For CFO services, we kick off with an internal QofE to drive strategic decision-making. This role offers a unique opportunity to utilize and expand your expertise in Financial Due Diligence while playing a pivotal role in M&A execution and Strategic Finance for growth-focused companies. As a team of one, you'll lead the charge in refining and expanding our approach to TAS at Embarc, to drive meaningful results and shape the next phase of our growth.

About Embarc Advisors

Founded by a former Goldman Sachs investment banker and McKinsey & Co. consultant who was eager to disrupt the status quo, Embarc Advisors delivers the highest quality advice across M&A, capital raise, outsourced corporate development, and strategic CFO services. Our innovative mode of delivery supports clients through each stage of the company lifecycle. As we are not a transaction-fee based business, we don't have to worry about league table credits; rather our focus is on helping our clients wherever they need us ensuring their continued success.

As an accomplished group of corporate finance experts with backgrounds in investment banking, private equity, consulting, investment management and strategic finance / FP&A, we are uniquely positioned to provide 360-degree support on the full spectrum of corporate finance needs. Recently, we have successfully closed multiple merger and acquisition (M&A) transactions, executed capital raises from early-stage seed to $100M growth equity rounds, and supported the sustainable, profitable growth of several companies as their strategic CFO team.

Our firm has grown substantially and continues to grow at a brisk and intentional pace. Externally, our goal is to deliver the highest quality corporate finance expertise that was previously only accessible to Fortune 500 companies, to all types of companies. Internally, our goal is to create an environment where everyone enjoys their work and is provided with a fulfilling experience, career development, and team bonding. We are diversified across various industry sectors (from technology, consumer retail to industrial) and service lines (M&A, capital raise and CFO services). The diversified nature of our business model has proven resilient even in the current economic environment and we continue to grow profitably with no external funding.

Embarc Intro Deck here: https://docsend.com/view/bej7d89ncu2mma4m

Role Overview

Job Type: Full time

Position Location: Remote

As the Director, Transaction Advisory Services and Financial Due Diligence, you will discover and unlock opportunities around key value drivers for our clients, as you lead the financial due diligence process and undertake all that it entails. This is a rare opportunity to take a leadership role of a key function within a firm with established an track record and a standout culture, in order to launch into a robust pipeline of work. Similar to M&A advisory, we believe the Financial Due Diligence industry is ripe for disruption.

While playing a pivotal role in the development and management of client relationships, you will lay the groundwork to thoroughly understand businesses historical performance and will formulate the starting point for any future projections. As a firm focused on startups and middle-market firms, you will have opportunities to provide value to clients at the very early stages of our engagements, as they often commence with an internal quality of earnings. Clients will come to trust and rely on you and your team for the practical and quantifiable information necessary to make critical business decisions that facilitate execution of their strategic objectives.

If you are looking for an opportunity where you can truly have an impact, apply today! You will be provided with the trust and support you need to build a team that delivers unparalleled Transaction Advisory Services while getting to work with cutting edge clients who will be elevated by your expertise.

Detailed Responsibilities

• Leads the TAS function through due diligence, quality of earnings, and other transaction advisory related services to support Embarc clients that are looking at growing through acquisitions or preparing for sale.
• Provides strong leadership in the recruitment, training and development of top-quality talent, ensuring a high level of performance and productivity. Builds morale, motivates and instills productivity and teamwork, creates and promotes a positive and supportive work environment.
• Supports business development efforts by identifying and pursuing leads, building relationships through conferences and networking events, negotiating and securing engagement agreements, and uncovering opportunities to cross-sell services such as M&A Advisory, CFO services, and Strategic Finance.
• Cultivates and maintains strong relationships with client leadership and key staff. Identifies opportunities where Embarc's financial and strategic services (e.g., capital raising, M&A, and strategic finance) may accelerate the client's strategic plan and align with their key business objectives. Acts as a thought leader and trusted advisor to client's key leadership.
• Leads the end-to-end project management, work plan development, process, and project execution. Manages current Embarc contractors, future team members, and client teams to deliver project goals in a timely and resource efficient manner. Effectively communicates across all stakeholders. Drive optimal outcomes for all stakeholders, while meeting and/or exceeding client expectations.
• Develops and prepares audience-appropriate materials, including quality of earnings databooks and financial due diligence reports etc.
• Analyzes financial/operational results of targets through reviewing accounting records and conducting interviews with management.
• Spearheads complex strategic analysis, quantitative analysis, and robust financial modeling to produce meaningful insights that address clients' challenges and needs.
• Translates complex strategic and financial analysis into insightful reports, key take-aways, and presentations for clients and key stakeholders which facilitate robust discussions, provide quantification and articulation of financial and strategic impact, and support the decision-making process.
• Identifies post-acquisition action steps to achieve anticipated earnings/cash flow improvements.
• Evaluates effects of seasonality and cyclicality on cash flow requirements.
• Performs industry and company research to keep Embarc and its' clients informed of any market insights.
• Creates and designs tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, working capital trends, and indebtedness considerations.
• Leads the cross-functional management of projects from end to end; communicates recommendations and drives outcomes with various stakeholders.
• Other duties as assigned.

Qualifications

We are looking to hire an experienced TAS leader who has a bachelor's degree and 7 years of increasingly complex experience in Transaction Advisory Services from within a mid to large sized professional services firm (Big 4 is a plus!). Previous leadership experience is required.

The ideal candidate will have:

• Experience overseeing and running TAS/FDD projects applying best-in-class practices
• Deep expertise in quality of earnings analysis and financial due diligence
• Track record of successfully leading TAS/FDD teams including recruiting, training, project management
• Demonstrated experience in business development, including lead generation, relationship building at conferences and networking events, negotiating engagement agreements, and identifying cross-selling opportunities for additional services.
• Exceptional analytical skills, including advanced financial modeling and financial / accounting analysis, etc.
• Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations.
• Ability to lead multiple engagements simultaneously, using well developed project management skills
• Mature presence, empathy, intellectual curiosity, and ability to learn quickly
• Demonstrated strengths with financial accounting, capital markets, and M&A concepts.
• Demonstrated success with cultivating strong relationships with clients, executives and boards
• Ability to develop and maintain strong working relationships with both internal and external cross-functional teams, collaborating effectively to successfully drive TAS/FDD processes
• Proven success with independently developing presentations and other communication materials executive leadership, external partners, and the Board of Advisors
• Excellent oral and written communication skills
• Demonstrated excellence with presenting to diverse stakeholders (including C-Suite, Board of Advisors, and external targets), and aligning them around a common goal, despite competing interests
• Proven ability to maintain excellent attention to detail and accuracy
• Demonstrated success with building and improving processes and promoting quality
• Experience working with start-up organizations a plus

Why Join the Embarc Team?

Diverse experience is a hallmark of the Embarc experience: we work across a broad range of project types - strategic CFO advisory, capital raise, and M&A. Our clients are spread across a sundry of industries - technology, media, CPG, business services, consumer goods, industrial, PE/VC, etc.

We offer:

• Dynamic environment of a fast-growing startup, giving you the opportunity to put your mark across all aspects of our organization
• High-octane experience of an advisory firm that focuses on the most important problems of our clients
• Opportunity to work with highly skilled individuals from diverse backgrounds
• An environment where each team member can grow at their own pace and take on a variety of roles to
• Exposure to startup environments, at the senior management level, without the inherent risk of "putting all of your chips" on a single startup
• A turbo-charged learning environment with experience across multiple companies per year
• 100% remote work

Our benefits include:

• Competitive compensation (PLUS performance bonus)
• 401K with immediately vested match (after one year of service)
• Full medical, dental, and vision benefits
• Unlimited vacation time
• Paid sick leave
• Team building/training offsites (2-3 per year)
• Potential to sponsor H1-B Visa
• Short-term disability insurance