VP Transaction Advisory Services

ONWARD Headhunting is partnering with a client in Chicago, Illinois | Denver, Colorado | REMOTE in its search for a Vice President, Transaction Advisory Services.

Overview

Our client, a dynamic and growing advisory firm, is seeking a Vice President, Transaction Advisory Services to lead financial due diligence engagements for private equity firms and middle-market companies. This role provides an opportunity to work closely with senior executives, analyze complex financial data, and deliver strategic insights that drive investment decisions. The ideal candidate has a strong background in transaction advisory services, financial due diligence, and M&A consulting. This position offers flexibility with options for onsite in Chicago or Denver, or fully remote work.

Responsibilities

• Primary industries served include manufacturing, light industrial, healthcare, and SaaS sectors.
• Lead buy-side and sell-side financial due diligence projects, primarily for private equity clients and middle-market companies.
• Conduct in-depth analysis of financial and operational data, focusing on quality of earnings, net working capital, and key deal considerations. This role requires a generalist approach, working with clients across a variety of industries.
• Manage and mentor junior team members, providing guidance and oversight on project execution.
• Coordinate directly with target company personnel, clients, and other stakeholders to facilitate due diligence processes.
• Prepare and present financial due diligence reports summarizing key findings, risks, and recommendations.
• Assist in business development initiatives, including client relationship management and proposal development.
• Stay current on M&A market trends and regulatory developments to provide informed guidance to clients.
• Contribute to the firm’s thought leadership and best practices in transaction advisory services.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3–6 years of experience in transaction advisory services, financial due diligence, or M&A consulting (Big 4 or national consulting firm experience preferred).
• Active CPA license or equivalent certification strongly preferred.
• Strong financial modeling and data analysis skills with a deep understanding of financial statements and accounting principles.
• Excellent written and verbal communication skills, with the ability to convey complex financial insights to non-financial stakeholders.
• Exceptional project management and leadership skills, with the ability to manage multiple engagements simultaneously.
• Highly motivated, intellectually curious, and able to thrive in a fast-paced, entrepreneurial environment.
• Strong client service mindset with a proactive approach to problem-solving and relationship management.

Join a firm where expertise, collaboration, and innovation drive success. Apply today to be part of a high-performing Transaction Advisory Services team!