Director of Transaction Services

Boyum Barenscheer is your local, trusted accounting firm with 50 years of experience providing audit, tax, and advisory services to businesses across a variety of industries. We focus on building strong relationships and offering tailored solutions that help our clients succeed in an ever-changing business landscape.

Caring and Thoughtful | Get Things Done | Work with Purpose

Summary

The Director of Transaction Services will lead and grow our Transaction Advisory practice by driving strategic
initiatives to expand service offerings, strengthening market presence, and serving as a trusted advisor to
clients and internal stakeholders on complex transaction matters. This role is responsible for building and
managing a high-performing team, cultivating client relationships, and leveraging an established professional
network to generate new business opportunities. The ideal candidate is a proven leader with deep expertise
in transaction advisory services, strong business acumen, and a passion for developing people and practices

Responsibilities

Practice Leadership & Growth

• Owns and executes the strategic vision for the Transaction Services practice, aligning with firm goals.
• Builds and leads a high-performing team, fostering a culture of collaboration, accountability, and
  continuous learning.
• Develops and implements growth strategies to expand service offerings and market share.
• Actively represents the firm in professional associations, civic organizations, and industry events.
• Drives thought leadership through speaking engagements, publications, and participation in industry
  panels.
• Identifies and pursues opportunities to cross-sell services and deepen client relationships.

Client Advisory & Technical Expertise

• Provides strategic guidance on due diligence, valuations, and transaction structuring.
• Monitors market trends, regulatory changes, and economic developments to anticipate client needs and
  inform advisory strategies.
• Performs and oversees the delivery of high-quality advisory services, ensuring technical excellence and
  compliance with GAAP and industry standards.

Operational Excellence

• Manages practice profitability, including budgeting, forecasting, and resource allocation.
• Establishes and maintains efficient processes for project execution, quality control, and client
  communication.

Provide Transaction Services

• Due Diligence: Manage, perform, and deliver diligence projects including assessing the company’s financial
  health, risks, and growth potential. Analyze financial statements, contracts, legal matters, and operational
  aspects.
• Quality of Earnings Reporting: Evaluate the sustainability and accuracy of financial statements to help
  buyers and sellers understand the company’s true financial performance and key risks and opportunities.
  Analysis related to working capital, free cash flow and other key elements of the business.
• Deal Structure and Transaction Document Review: Advise clients on deal terms, including purchase price,
  earn-outs, and warranties. Review legal documents such as Letters of Intent (LOIs) and purchase
  agreements.
• Financial/Bank Analysis and Forecasting/Modeling: Provide financial modeling, scenario analysis, and
  projections to guide decision making. Analyze historical financial data and predict future performance.
  Assist clients in securing financing for acquisitions or other business needs.

Analytical Expertise

• Synthesizes large volumes of financial, operational, and market data into clear insights that support
  valuation, risk assessment, and strategic recommendations.
• Evaluates key deal drivers, identifying trends, red flags, and opportunities that impact transaction value
  and negotiation strategy.
• Ensures analytical methodologies, models, and deliverables reflect industry best practices and maintain
  the highest standards of accuracy and reliability.
• Leads complex financial analyses, including quality of earnings, working capital assessments, and cash-flow
  modeling to inform deal decisions

Qualifications and Education

• Bachelor’s degree in Accounting, Finance, or related field; advanced degree preferred.
• CPA, CFA, or similar credentials strongly preferred.
• Minimum of 8–10 years of experience in transaction advisory services, public accounting, or related field.
• Demonstrated success in business development and practice growth.
• Proven leadership experience, including team building, management, and talent development.
• Exceptional communication, negotiation, and relationship management skills.
• Strong analytical and strategic thinking abilities.
• Applicants must be currently authorized to work in the United States on a full-time basis

Physical Demands

• Required to sit for long periods.
• Extensive computer, keyboard, and mouse use.
• Occasionally required to lift and/or move up to 25 pounds.

This description covers the primary purpose and principal duties of the job. It is not intended to give all the details or a step-by-step account of the way each procedure or task is performed.

Salary Range: $180,000 – $200,000

The stated salary range reflects the compensation for this position at the time of posting. Final offers will be determined by the candidate’s qualifications, experience, and location.

Why Boyum is right for you

• Aligned values. Here at Boyum we’re all about Getting Things Done, Working with Purpose, and being Caring and Thoughtful for our team and our clients.
• Work Life Balance. Enjoy 20 days of PTO plus 9 paid holidays to unplug and refresh.
• Health is a priority. Firm paid medical plans*, HSA and FSA options, Dental, Vision, and Nice Healthcare.
• Prepare for the future. 401(k) with a company safe harbor contribution, access to Boyum Barenscheer Wealth Management, Identity Protection, and more.
• Get rewarded for continuing education. CPA assistance and completion bonus, access to Becker learning platform, and tuition reimbursement.
• Flexibility to match your lifestyle. Depending on the role and location, we offer opportunities for in-office, hybrid, and remote work arrangements.

Boyum is an equal opportunity employer and values diversity in our workforce. We encourage candidates of all backgrounds to apply.

*For applicable individual only medical plans.

To apply, click the Apply Now button and email your resume to our team.