Job Description
Director of Transaction Services Boyum & Barenscheer
PLLP - 4.3
Bloomington, MN Job Details Full-time 10 hours ago Qualifications Business development management Customer relationship building Business development within consulting Team leadership Talent development Team development Bachelor's degree Business development within finance Team building Full Job Description JOB DESCRIPTION
Position:
Director of Transaction Services Reports to: Partner in Charge of Transaction Services FLSA Status:
Exempt Boyum Barenscheer is a leading Twin Cities accounting firm with over 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 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. 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. Manages practice profitability, including budgeting, forecasting, and resource allocation. Establishes and maintains efficient processes for project execution, quality control, and client communication. 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. 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. 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.
