Vice President, Transaction Services

Firm Overview

CFOx is an advisory firm that specializes in CFO and Transaction services. We have offices in Detroit, MI and Denver, CO.

Our ‘Transaction Services’ (TS) group serves lower middle-market private equity firms, founder-owned businesses, and investment professionals during the transaction process.

Typical TS engagements include:

  1. Buy-side & sell-side ‘Quality of Earnings’ analysis
  2. Historical accounting clean-up for the purposes of a transaction
  3. Client liaison to due diligence provider and advisors during transaction process
  4. General due diligence on target acquisitions
  5. Financial modeling


  • Execute TS client engagements
  • Design, improve, and implement internal processes, procedures, and templates for the group
  • Have active involvement in the firm’s business development efforts
  • Have active participation in company strategy discussions


  • 5+ years of Big 4 or/and National public accounting experience
  • Required professional licenses: CPA
  • Previous Transaction Services (TS or TAS) is required
  • Middle-market and lower middle-market experience preferred
  • Willingness to travel up to 25% of the time, when applicable