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About the role

ABOUT SELLSIDE GROUPSellside Group is a global M&A firm operating in the lower middle and middle markets, focused on sell-side and buy-side representation. With 50+ Managing Directors, each a former C-Level executive who has personally bought, built, or exited a company, SSG brings operator-level expertise across nine distinct industry verticals. Backed by 200+ Business Development, Finance, and Operations team members, SSG is an established firm with a proven track record and significant runway ahead. We are fully distributed and deeply rooted in a culture of collaboration, support, and shared success.
POSITION OVERVIEW: Sellside Group is seeking an experienced financial leader to serve as the firm's Senior Director, M&A Finance & Transaction Advisory. This is a unique opportunity for a transaction-seasoned finance professional to own the financial function of a growing, operator-led M&A advisory firm – building the department, setting the standard, and playing a pivotal role in the successful execution of every client engagement. The Senior Director, M&A Finance & Transaction Advisory will lead a financial team, establish unified practices across the firm, and serve as the primary financial voice on every sell-side and buy-side mandate from initial engagement through closing.
KEY RESPONSIBILITIES: Sell-Side Client Financial Ownership (Primary)
The Senior Director, M&A Finance & Transaction Advisory owns the financial workstream across all active sell-side mandates, interfacing directly with clients and internal deal teams throughout all three phases of an engagement: Preparing for Market: Build and organize the financial data room; develop financial models and supporting packages; ensure clean defensible financials from our clients that will pass a quality of earnings, contribute financial content to the Confidential Information Memorandum (CIM).On Market: Maintain and update financial models as new periods are received; support prospective buyer calls as the lead financial voice alongside the deal team. Due Diligence: Support business owners’ financial responses and deliverables throughout the formal due diligence process to drive an efficient and successful close.
Build & Lead the Financial Department (Secondary): Assume leadership of an existing team member from day one and grow the department in collaboration with the CEO and COO based on mandate volume and budget. Establish standardized financial templates, quality control processes, and client intake procedures used consistently across all engagements and verticals. Serve as SSG's financial standard-bearer — ensuring every deliverable meets the firm's quality standard regardless of deal team or mandate size.
Internal Financial Operations (As-needed): Partner with senior leadership to support SSG's internal financial operations as the firm scales, with scope expanding as the department matures.
Buy-Side Support (As-needed): As a value-add capability, review and analyze seller financials on behalf of SSG's buy-side clients, providing independent perspective to support valuation and acquisition decisions.
QUALIFICATIONS: Experience 5-10 years of relevant experience in Quality of Earnings and Financial Accounting. Broad exposure to businesses across a wide range of industries and business models. Experience within SSG's nine industry verticals strongly preferred. Prior experience in a leadership or management role is strongly preferred. CPA preferred Transaction & Technical SkillsHands-on experience with data room construction, financial due diligence, financial model development, and investor- or buyer-facing financial presentations. Deep understanding of cash and accrual accounting, percentage of completion, work-in-progress (WIP), EBITDA, and EBITDA normalization. Proficient in Excel, PowerPoint, Google Sheets, and Google Slides; experienced building charts, tables, and visual aids for financial presentations. Ability to translate complex financial data into clear, decision-ready insight.
Communication & Leadership: Exceptional written and verbal communication skills with the ability to present financial data clearly and precisely. Confident and composed in client-facing settings, able to engage credibly with business owners, sophisticated buyers, and private equity firms. Collaborative with internal teams and authoritative when the moment calls for it.
Location & Availability: Must be based in the United States. Full-time, 100% remote; occasional client travel expected (not to exceed 20%).Ability to communicate and collaborate across time zones as part of a globally distributed team.
COMPENSATION & BENEFITS
Base Salary: $125,000 with performance-based bonus opportunity 401(k) with company match
Medical, dental, and vision coverage Flexible vacation and travel policy 100% remote work environmentHOW TO APPLYTo be considered for an initial screening conversation, please submit your resume and cover letter to: Jake Kikta, Chief Operating Officer

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