Director, Transaction Services

The Opportunity

Our client is a specialized financial advisory firm that partners with businesses and investors to navigate complex financial challenges and strategic milestones. Its services span accounting, financial reporting, transaction accounting, treasury, and corporate governance, helping organizations make informed decisions and successfully navigate significant corporate transactions.

The firm is seeking a Director, Transaction Services to lead transaction engagements and advise clients through a range of financial and strategic transactions, including mergers and acquisitions, initial public offerings (IPOs), and bringing privately held companies to the public markets.

This role offers the opportunity to work directly with business owners, executives, investors, and other transaction stakeholders on significant corporate initiatives. The successful candidate will combine strong technical accounting and financial analysis skills with commercial judgment and client leadership, taking ownership of engagements from planning through execution. In addition to delivering high-quality advisory services, this individual will play a role in developing client relationships, identifying new opportunities, and contributing to the continued growth of the practice.

Key Responsibilities

Transaction Execution & Financial Due Diligence

• Lead the day-to-day execution of transaction services engagements for financial and strategic buyers across a variety of industries, ensuring high-quality deliverables and effective project management.
• Perform and oversee financial due diligence, including Quality of Earnings (QoE) assessments, working capital normalization, and net debt analysis, identifying key risks, opportunities, and adjustments that may affect transaction value.
• Evaluate the financial implications of Share Purchase Agreements (SPAs) and Asset Purchase Agreements (APAs), including transaction mechanics, purchase price adjustments, and post-closing considerations.
• Prepare and review financial analyses, reports, and presentations, ensuring findings are well-supported and clearly communicated.

Capital Markets & Transaction Advisory

• Advise businesses through significant corporate transactions, including mergers and acquisitions, initial public offerings (IPOs), public market listings, and other capital markets or strategic financing initiatives.
• Support privately held companies preparing to access public markets, helping them navigate financial reporting requirements, transaction readiness, and the financial considerations associated with becoming a publicly traded company.
• Connect diligence findings to valuation, deal structuring, and investment decisions, providing clients with timely, commercially relevant insights to support transaction outcomes.

Client Relationships & Business Development

• Lead meetings and discussions with clients, target management, executives, investors, and other transaction stakeholders, communicating complex financial matters clearly and effectively.
• Provide timely, meaningful feedback to clients on financial risks, opportunities, and considerations that may influence transaction decisions.
• Develop and maintain strong client relationships, identify opportunities to expand existing engagements, and contribute to business development and the continued growth of the practice.
• Collaborate with internal colleagues and external stakeholders to deliver engagements effectively and maintain high standards of client service.

Innovation & Process Improvement

• Leverage data analytics, visualization tools, and automation to improve engagement efficiency, enhance diligence insights, and strengthen the quality of client deliverables.

Ideal Candidate Profile

The ideal candidate is a commercially minded transaction services professional who combines strong technical accounting expertise with sound business judgment and the ability to lead complex client engagements. They are comfortable taking ownership of projects, advising senior stakeholders, and translating detailed financial analysis into clear, actionable recommendations.

Education & Professional Qualifications

• A CPA, CBV, or CFA designation, supported by a post-secondary degree in accounting, finance, or a related discipline.
• At least 2 years of relevant public accounting experience and 3+ years of transaction advisory services or comparable experience.

Technical & Transaction Experience

• A demonstrated track record of managing transaction-related engagements and delivering high-quality work in a fast-paced professional services environment.
• Experience with financial due diligence, including Quality of Earnings, working capital normalization, and net debt analysis, as well as an understanding of the financial considerations involved in structuring and executing transactions.
• Exposure to mergers and acquisitions, capital markets transactions, IPO readiness, or other significant corporate financial initiatives. Experience supporting privately held companies preparing to access public markets would be an asset.
• Strong technical accounting and financial analysis skills, including a solid understanding of financial statements and accounting principles under IFRS; familiarity with US GAAP is an asset.
• Proficiency in Microsoft Excel, PowerPoint, and Word, with an interest in leveraging data analytics, visualization tools, and automation to improve the quality and efficiency of advisory work.

Client Management & Communication

• Excellent written and verbal communication skills, with the confidence to lead client discussions, present recommendations, and engage stakeholders at all levels.
• The ability to assess financial risks and opportunities, understand their implications for transaction value, and communicate findings in a commercially meaningful way.
• A demonstrated commitment to professional and client service excellence, with the ability to build trusted relationships and contribute to business development.

Leadership & Execution

• Strong project management, analytical, and organizational skills, with sound professional judgment and attention to detail.
• The ability to manage competing priorities, work independently, and maintain high standards of quality in a fast-paced environment.
• A proactive, commercially minded approach, with an interest in contributing to the continued growth and development of the practice.