Senior Director - Transaction Advisory - Financial Due Diligence

Alvarez & Marsal Holdings LLC

San Francisco, CA

JOB DETAILS
SALARY
SKILLS
Accounting, Affirmative Action, Analysis Skills, Business Development, Business Services, Capital Accounting, Capital Analysis, Capital Markets, Career Counseling, Certified Public Accountant (CPA), Communication Skills, Conferences, Consulting, Course Development, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Distribution Services, Diversity, Due Diligence, Entrepreneurship, Equity Securities, Establish Priorities, Executive Assistant Skills , Financial Accounting, Financial Reporting, Financial Services, Generally Accepted Accounting Principles (GAAP), Healthcare Software, Hedge Funds, Interpersonal Skills, Leadership, Loans, Mentoring, Mergers and Acquisitions, Microsoft Excel, Microsoft PowerPoint, Problem Solving Skills, Profit & Loss, Project/Program Management, Resolve Customer Issues, Restaurant, Retail, Risk Analysis, Risk Management, SEC Filings, Sales, Sustainability, Tax Accounting, Team Lead/Manager, Team Player, Technical Accounting, Training/Teaching
LOCATION
San Francisco, CA
POSTED
30+ days ago

Senior Director - Transaction Advisory - Financial Due Diligence

Location: San Francisco, CA, United States

Job Type: Full-time

Job Description:

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Senior Director - Transaction Advisory - Financial Due Diligence

Location: San Francisco, CA, United States

Date Posted: January 23, 2026

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Job Description:

Senior Director - Transaction Advisory

Financial Due Diligence

About Alvarez & Marsal

Alvarez & Marsal A&M is a global consulting firm with over 10,000 entrepreneurial action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&Ms core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.

The Team:

Global Transaction Advisory Group (TAG) is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets, and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) advisory, and other related M&A services for private equity, hedge funds, sovereign wealth, family office, and corporate clients around the world.

A&Ms Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles, and San Francisco.

How You Will Contribute:

As a Senior Director, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries, including but not limited to manufacturing, distribution, consumer retail, restaurants, business and industrial services, as well as healthcare, software & technology, energy, and financial services. You will provide our clients with an integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional, and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.

Responsibilities:

  • Counsel and mentor all levels of employees
  • Handle personnel matters with employees effectively, including but not limited to difficult career counseling situations
  • Effectively lead the team in conversations with clients and lenders
  • Manage and prioritize engagements and responsibilities appropriately
  • Effectively handle all relationship matters with clients with limited Managing Director involvement
  • Manage multiple chargeable and non-chargeable projects of varying size and complexity
  • Identify potential transaction risks and implement strategies to address risks
  • Act as a subject matter expert in technical accounting subjects relevant to TAG
  • Generate a full due diligence report
  • Lead the Quality of Earnings P&L and Working Capital analyses
  • Effectively manage day-to-day client interaction and relationships and continue to emphasize the capabilities of A&M to clients
  • Manage client relationships and ensure all client needs are met
  • Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution
  • Help engagement executives in maximizing the value the client is receiving from A&M, i.e., monitors engagement leverage efficiency of staff and appropriateness of T&Es billed by all team members
  • Proactively recruit, train, and develop individuals of all levels for TAG
  • Engage in training initiatives, including developing and teaching courses as appropriate
  • Display a core understanding of all TAG services FDDODD and strive to cross-sell TAG and other A&M services as opportunities arise
  • Abides by risk management guidelines and engagement review memo procedures
  • Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements
  • Assist Managing Directors and Senior Director in sales and business development efforts
  • Contribute to sales pursuits and generating new client business and/or adding on business from current client
  • Identify and pursue referrals from existing clients and new client opportunities by attending industry conferences
  • Appropriately manage engagement risk and potential client or engagement issues

Qualifications:

  • A minimum of 10 years of financial accounting due diligence experience at a top accounting firm
  • Bachelors or Masters degree in Accounting and/or related major
  • Certified Public Accountant (CPA) or in the process of obtaining one
  • Working knowledge of US GAAP, SEC reporting, and purchase accounting
  • High proficiency in Excel and PowerPoint
  • Excellent interpersonal and communication skills, including the ability to articulate to senior members of target management, client representatives, and colleagues
  • Strong project management skills
  • Flexibility to work as both a team member in a collaborative setting and as an individual contributor
  • Ability to thrive and be effective in fast-paced settings

Your Journey at A&M:

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each persons unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Base Salary and Benefits:

The base salary is $225,000 annually, dependent on several variables, including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program, which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings fringe benefits, including healthcare plans, flexible spending and savings accounts, life AD&D, and disability coverages, at rates determined from time to time, as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal.

Alvarez & Marsals Commitment to Diversity and Inclusion:

Alvarez & Marsal is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the companys career webpage as a result of your disability. If any employee or applicant with a disability that needs this Policy Statement in a different format to ensure accessibility and understanding or if you are in need of a reasonable accommodation, you may contact the companys Affirmative Action Administrator at 212-759-4433 or by emailing [email protected].

Please note that this email address is not monitored for resume review. Resumes sent to this mailbox will be discarded. Please submit your resume to the active job listing you wish to apply to.

Alvarez & Marsals Commitment to Diversity and Inclusion (continued):

Alvarez & Marsal is an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the companys career webpage as a result of your disability. If any employee or applicant with a disability that needs this Policy Statement in a different format to ensure accessibility and understanding or if you are in need of a reasonable accommodation, you may contact the companys Affirmative Action Administrator at 212-759-4433 or by emailing [email protected].

Please note that this email address is not monitored for resume review. Resumes sent to this mailbox will be discarded. Please submit your resume to the active job listing you wish to apply to.

Alvarez & Marsals Commitment to Diversity and Inclusion (continued):

Alvarez & Marsal is an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the companys career webpage as a result of your disability. If any employee or applicant with a disability that needs this Policy Statement in a different format to ensure accessibility and understanding or if you are in need of a reasonable accommodation, you may contact the companys Affirmative Action Administrator at 212-759-4433 or by emailing [email protected].

Please note that this email address is not monitored for resume review. Resumes sent to this mailbox will be discarded. Please submit your resume to the active job listing you wish to apply to.

Alvarez & Marsals Commitment to Diversity and Inclusion (continued):

Alvarez & Marsal is an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the companys career webpage as a result of your disability. If

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Alvarez & Marsal Holdings LLC