Vice President
Transaction Services – Boston, MA
Firm Overview
CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services in the middle-market. We have offices in Denver, Detroit, and Boston. We work with private equity firms and their portfolio companies, founder-owned businesses, investment banks, and investors nationwide.
Position Overview
Our Transaction Services team serves middle-market private equity firms, founder-owned businesses, and investment professionals during any stage of the transaction process.
CFOx is looking for a Vice President to work closely with clients to provide strategic financial insights, drive operational improvements, and support growth initiatives. This role requires a thorough understanding of private equity environments, strong financial acumen, a drive for excellence, and established leadership ability in a fast-paced and growing environment.
In addition to client execution, the Vice President will support the Directors in leading, shaping, and guiding our Transaction Services group. This pivotal role involves a broad range of responsibilities aimed at driving the group’s success and ensuring the delivery of exceptional services to our clients.
Typical Transaction Services engagements include:
- Buy-Side & Sell-Side ‘Quality of Earnings’ Analysis
- Client liaison to due diligence provider and advisors during transaction process
- General due diligence on target acquisitions
- Financial diligence and modeling
Role Responsibilities
- Lead select Transaction Services client engagements
- Support and execute Transaction Services client engagements
- Prepare client deliverables, analyses, and reports
- Improve and implement internal processes, procedures, and templates for the practice
- Active involvement in the firm’s business development efforts
- Active involvement in company operations and strategy
- Trains & develops Associates and Senior Associates
Qualifications
- 3-6 years of transaction services (TS or TAS) experience
- Previous audit experience is preferred
- CPA license is required
Pay Range
- Base Compensation: $130,000/year to $180,000/year
- Bonus: Discretionary
- Sales Commission Eligible
