Director, Transaction Advisory

Forvis Mazars, LLP
United States, Texas, Houston
2700 Post Oak Boulevard (Show on map)
Apr 08, 2026
General information Name Director, Transaction Advisory Posting Title Director, Transaction Advisory Ref # 2236685 Date Published Tuesday, April 7, 2026 City Houston State Texas Country United States Job Category Transaction Advisory Advertised Location US-TX-Houston Working time Full Time Description & Requirements The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring-ensuring clients are well-informed and positioned for successful outcomes. At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek variety, we would love to talk to you! The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals. What You Will Do: Strategically lead and oversee complex buy-side and sell-side financial due diligence engagements for private equity firms and corporate clients, ensuring alignment with broader investment strategies and value creation goals. Drive the development of high-impact Quality of Earnings analyses by synthesizing complex financial and operational data, delivering actionable insights that influence investment decisions. Identify and assess critical diligence risks and strategic opportunities, providing executive-level recommendations that inform deal structuring, integration planning, and long-term performance optimization. Lead market and industry intelligence initiatives, leveraging competitive benchmarking and trend analysis to contextualize target performance and support strategic positioning in dynamic market environments. Serve as a trusted advisor to C-suite executives, private equity partners, investment bankers, and legal counsel, facilitating cross-functional collaboration and ensuring seamless execution across all phases of the deal lifecycle Build and scale high-performing teams, providing visionary leadership, mentorship, and professional development to staff at all levels, while fostering a culture of excellence, accountability, and continuous improvement. Minimum Qualifications: Bachelor's Degree in Accounting, Finance, or a related field Nine (9) plus years of relevant work experience with a minimum of five (5) years working in transaction advisory services performing financial due diligence at a large public accounting or consulting firm Extensive analytical and project management skills, including the ability to meet deadlines in a fast-paced environment Excellent written and verbal communication skills Ability to develop relationships with both team members and external clients Proficiency with Microsoft Office, primarily Excel and PowerPoint Preferred Qualifications: Current and valid CPA (Certified Public Accountant) license #LI-HOU #LI-JT1 About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive. What We Offer Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers. Legal Notice Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. 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