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

June 17, 2026

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We are taking Transaction Advisory Services (TAS) to the next level. At Embarc, the Financial Due Diligence / Quality of Earnings is integrated into the M&A Advisory process and deal negotiations. 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. We are continuing to build our team and looking for a senior member to join this effort. About Embarc Advisors Founded by a former Goldman Sachs investment banker and McKinsey & Co. consultant, Embarc Advisors was built to challenge the traditional extremes of finance careers. We offer a different path, a high-performance and high-learning environment in a human-centered environment. Our firm delivers best-in-class advice across M&A, capital raising, outsourced corporate development, and strategic CFO services, supporting clients through every stage of the company lifecycle. At Embarc, we see ourselves as an elite sports team, united by trust, driven by shared purpose, and anchored in values like Kaizen, excellence, and perseverance. Our internal operating system (EOS) brings structure, accountability, and alignment to how we execute and grow. This mindset and system allow us to attract ambitious professionals and purpose-driven clients alike-those ready to do the real work and unlock meaningful value. In this market, we have seen growth year-over-year across both M&A, TDD, and CFO services. Our quality-of-earnings projects will segue into an M&A transaction or CFO advisory services. 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 doubled in size this past year 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. At Embarc, we offer something different and compelling: the opportunity to build a sustainable, values-aligned career in finance, where you grow fast, contribute meaningfully, and stay in the game for the long haul. 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. Similar to M&A advisory, we believe the FDD industry is ripe for disruption. While playing a pivotal role in the 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 deliver unparalleled Transaction Advisory Services while getting to work with cutting edge clients who will be elevated by your expertise. Detailed Responsibilities <ul> <li>Leads the end-to-end project management, work plan development, process, and project execution. Manages client team to deliver project goals in a timely and resource efficient manner. Effectively communicate across all stakeholders. Drive optimal outcomes for all stakeholders, while meeting and/or exceeding client expectations.</li> <li>Independently manage 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.</li> <li>Develops and prepares audience-appropriate materials, including quality of earnings databooks and financial due diligence reports etc.</li> <li>Analyzes financial/operational results of targets through reviewing accounting records and conducting interviews with management. </li> <li>Cultivates and maintains strong relationships with client leadership and key staff. Identify 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.</li> <li>Spearheads complex strategic analysis, quantitative analysis, and robust financial modeling to produce meaningful insights that address clients' challenges and needs.</li> <li>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.</li> <li>Identifies post-acquisition action steps to achieve anticipated earnings/cash flow improvements.</li> <li>Evaluates effects of seasonality and cyclicality on cash flow requirements.</li> <li>Performs industry and company research to keep Embarc and its' clients informed of any market insights.</li> <li>Creates and designs tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, working capital trends, and indebtedness considerations.</li> <li>Leads the cross-functional management of projects from end to end; communicates recommendations and drives outcomes with various stakeholders.</li> <li>Other duties as assigned.</li> </ul> Qualifications We are looking to hire an experienced Transaction Advisory Services (TAS) / Financial Due Diligence (FDD) Director who has a Bachelor's Degree and 7+ years of experience within a mid to large sized professional services firm (Big 4 is a plus!). The ideal candidate will have: <ul> <li>Experience with best-in-class TAS/FDD practices</li> <li>Track record of successfully leading TAS/FDD teams including recruiting, training, project management</li> <li>Exceptional analytical skills, including advanced financial modeling and financial / accounting analysis, etc</li> <li>Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations.</li> <li>Ability to lead multiple engagements simultaneously, using well developed project management skills</li> <li>Mature presence, empathy, intellectual curiosity, and ability to learn quickly</li> <li>Demonstrated strengths with financial accounting, capital markets, and M&A concepts.</li> <li>Demonstrated success with cultivating strong relationships with clients, executives and boards</li> <li>Ability to develop and maintain strong working relationships with both internal and external cross-functional teams, collaborating effectively to successfully drive TAS/FDD processes</li> <li>Proven success with independently developing presentations and other communication materials executive leadership, external partners, and the Board of Advisors</li> <li>Excellent oral and written communication skills </li> <li>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</li> <li>Proven ability to maintain excellent attention to detail and accuracy</li> <li>Demonstrated success with building and improving processes and promoting quality</li> <li>Experience working with start-up organizations a plus</li> </ul> Why Join the Embarc Team? At Embarc, you'll gain exposure to a diverse range of high-impact work across strategic CFO advisory, capital raising, and M&A, partnering directly with founders, CEOs, and investors across industries like technology, consumer goods, media, industrials, business services, and private equity/venture capital. No two weeks look the same, and that's by design. We offer: <ul> <li>The agility and influence of a fast-growing firm where your contributions shape the business</li> <li>The intellectual rigor of top-tier advisory work without the burnout culture of traditional finance</li> <li>A high-performance, collaborative team of professionals from backgrounds in investment banking, private equity, consulting, FP&A, and more</li> <li>The flexibility to grow at your own pace, whether that means leaning into leadership, deepening your technical expertise, or exploring new service lines</li> <li>Frontline exposure to scaling companies without having to bet your career on a single startup</li> <li>A strong culture of trust, ownership, and continuous learning</li> <li>A path to shared success, with opportunities to participate in the upside</li> <li>A fully remote work environment, supported by structured operations (EOS) to keep us aligned and effective</li> </ul> Our benefits include: <ul> <li>Competitive compensation plus semi-annual performance bonuses</li> <li>401(k) with immediate vesting and employer match after one year</li> <li>Comprehensive medical, dental, and vision coverage</li> <li>Unlimited vacation time and paid sick leave</li> <li>Short-term disability insurance</li> <li>Bi-annual team offsites to connect, recharge, and grow together</li> </ul> <img src="https://cdn.appdocs.com/files/client-files/isolved%20Hire%20Orgs/Embarc%20Advisors/everify_poster.jpg" alt="E-verify Poster" width="626" height="810"> <img src="https://cdn.appdocs.com/files/client-files/isolved%20Hire%20Orgs/Embarc%20Advisors/Right%20To%20Work%20Poster.png" alt="Right to Work poster" width="512" height="798">

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