The RoleThe Vice President in our Transaction Advisory Services practice is where analytical ownership meets engagement coordination. You are the engine of execution on active deals: deep enough in the work to catch what matters, and senior enough to direct the team, shape the output, and serve as a credible point of contact for clients when it counts.
This role sits between the execution layer of the Senior Associate and the strategic ownership layer of the Director. That means you are the person who keeps engagements moving with precision, ensures the quality of the databook and report sections before they reach the Director for final review, and develops the junior talent around you through real-time coaching on active deals.
If you have built strong fundamentals in buy-side and sell-side diligence, can run a QoE analysis with confidence, and want to grow your leadership skills inside a firm that rewards rigor and gives you the visibility to do it, this role is the right next step.
You are not here to wait for work to be assigned. You take a workstream, structure it, and deliver it. That kind of ownership - at the execution level - is what we are looking for.
What You'll DoEngagement ExecutionYou own the day-to-day execution of financial due diligence engagements. You do not just review; you are building and driving the analysis alongside your team.
- Lead and coordinate the execution of buy-side and sell-side financial due diligence engagements across a range of industries and transaction types, under the direction of a Director or Managing Director
- Run quality of earnings analyses, net working capital assessments, and debt and debt-like item reviews, with the technical fluency to make sound judgment calls on normalization items, accounting policy questions, and data gaps
- Manage the request list process: track outstanding items, coordinate with target company management and advisors, and keep the engagement moving toward delivery
- Structure and populate databooks and analytical workpapers with a standard of accuracy and organization that holds up under Director review and client scrutiny
- Draft report sections covering key findings, quality of earnings adjustments, working capital analysis, and deal considerations, communicating conclusions clearly and without unnecessary hedging
Team Coordination and DevelopmentYou set the pace and standard for the junior team members on your engagements. That includes directing the work, reviewing the output, and providing feedback that actually develops people.
- Direct and review the work of Senior Associates and Associates, ensuring accuracy, analytical rigor, and clarity in all deliverables before they advance to Director review
- Delegate workstreams appropriately and track progress across multiple team members and concurrent tasks on active deals
- Provide specific, real-time coaching to junior team members on technical concepts, workpaper standards, and professional judgment
- Model the work ethic, quality standard, and communication approach that defines the Intrinsic TAS practice
Client and Stakeholder CommunicationYou are a credible, composed presence on client calls and in management interviews. You do not need a Director on the line to handle a routine engagement conversation professionally.
- Serve as a day-to-day point of contact for client deal teams on active engagements, handling status updates, clarification requests, and routine communication with professionalism and precision
- Lead and participate in management interviews and diligence calls with target company finance teams, applying judgment about what questions to ask and what follow-ups to pursue
- Coordinate across internal workstreams and with third-party advisors including legal, tax, and other diligence specialists as needed
What Makes You a FitYou bring strong transaction execution experience:- 5+ years of progressive experience in financial due diligence at a Big 4 TAS or Deals practice, a national advisory firm, or a comparable transaction environment
- Proven ability to lead QoE analyses and full-scope diligence workstreams with meaningful autonomy, not just as a contributor to someone else's work
- Solid command of US GAAP as applied in transaction contexts: EBITDA normalization, working capital mechanics, debt-like structuring, and the accounting judgments that arise in middle-market deals
- Exposure to a range of industries through buy-side and sell-side diligence: you are comfortable picking up a new sector quickly and identifying the relevant drivers and risks
- Bachelor's degree in Accounting or Finance; CPA required (active or eligible)
- Strong Excel skills and comfort handling large, complex datasets on deal timelines
You operate with the mindset this level demands:- You take ownership of your workstreams: you track what is open, anticipate what is next, and communicate clearly when circumstances shift
- You hold yourself to a high standard of self-review: your work is organized and accurate before it goes to the Director, not after
- You translate numbers into narrative: you can explain what a QoE adjustment means for the deal, not just calculate it
- You develop the people around you: feedback from you is direct, specific, and aimed at making the team better
- You stay composed under deal pressure: compressed timelines and incomplete data sharpen your focus rather than compromise your judgment
Compensation & BenefitsThis position has an expected base salary range of
$133,000 to $173,000 annually. Skills, experience, education, and qualifications determine final compensation. Employees are also eligible for an annual d
iscretionary bonus targeted at 20% of base salary, bringing target total cash compensation to approximately
$156,250 to $207,600.
Benefits include medical, dental, and vision insurance; a 401(k) plan with employer contribution; paid time off, including vacation, sick leave, and company holidays; paid parental leave; hybrid and remote work flexibility; professional development support and continuing education reimbursement; and participation in the firm's employee ownership model. All full-time employees are eligible for these benefits.
This position is eligible for remote work. Compensation reflects the full posted range and is not adjusted by geography.
