Director, Transaction Advisory Services

Learn more about TriVista and how our inclusive, collaborative culture earned us a Great Place to Work Award. 

TriVista Directors lead teams that scope and deliver consulting engagements for Private Equity clients and their portfolio companies. They develop solutions to our clients' most complex and impactful business problems with a focus on strategy, operations, and enterprise value improvement.

Directors are experienced supply chain or operations strategy professionals who have significant operational leadership experience in Fortune 500 companies, along with a track record of leading, coaching, and facilitating transformation projects at site and enterprise level.

Directors are responsible for leading project teams on a variety of assessments and executive engagements. These can include pre-sale due diligence as well as financial and operational performance improvements to help clients optimize supply chain, footprint, manufacturing, and information technology operations. In this role, the Director will be working with and leading both TriVista and client teams by coordinating the day-to-day management of the team and executing portions of the project all while keeping the customer's needs and high-level goals of the project in mind.

TriVista's Directors represent the image and credibility of the firm. Their roles require regular interface with clients that include Private Equity investors, boards of directors, and corporate level executive team members. Excellent spoke and written communication skills are essential.

Responsibilities

Project Delivery

• Responsible for all aspects of client management and project execution, from scope development, leading a diagnostic phase, through the development of the planning phase and delivery of the implementation
• Accountable for the quality of client engagement deliverables through effectively leading project teams to ensure exceptional performance
• Manage daily client relationships and interaction including responding quickly to emails, remediating risks and issues, and presenting check-ins and final deliverables
• Lead TriVista engagements day to day through the creation and monitoring of project scope, timeline, budget, and deliverables while meeting the needs and expectations of colleagues and customers 
• Drive projects to completion by overseeing, managing, assisting, or executing project activities, workstreams and/or deliverables
• Establish trusted advisor relationships with senior client management during engagements
• Develop practical and actionable recommendations for the client while providing a strong foundation for and driving potential follow-on work
• Lead project teams through data gathering and analysis and perform the technical QA of work done by the team
• Drive the development/enhancement of TriVista’s methodologies and approaches to client delivery
• Identify, quantify, and prioritize enterprise value improvement opportunities and solutions 
• Provide subject matter expertise across functions
• Utilize various project management tools and best practices such as Gantt Charts, budget, risk assessment, work breakdown structures, RACI’s, etc.  
• Effectively communicate TriVista tools and methodologies through the use of case studies and prior experiences

Practice Specific Responsibilities

• Demonstrate knowledge in industry trends and innovations
• Clearly communicate vision of what “state of the art” looks like in your field of expertise
• Ensure proper staffing of projects in the practice
• Proactively participate in TriVista practice development through the identification, development, and rollout of standard tools, templates, and innovative methodologies 
• Primarily lead Post-Merger Integration (PMI) projects including Day 1 readiness, post-close support
• Lead Client leadership and TriVista team members through integration strategy/approach development, integration planning team/weekly workstream cadence (e.g., Integration Management Office - IMO), current operating model assessment, integration kickoff, development of future-state operating model, and detailed integration project planning 
• Experienced in one or more of following functions such as operations, supply chain, IT, HR, Finance, Accounting
• Develop and lead teams through synergy analysis and tracking
• Additionally, able to lead operations due diligence of manufacturing sites
• Perform qualitative and quantitative analysis of different aspects of operations

Business Development Support

• Engage in regular dialogue and communication with existing and potential customers to identify new business opportunities
• Provide insight and assessment of client business issues during business development calls with private equity clients and portfolio company executives
• Responsible and accountable for conversion of diagnostics into implementation or additional engagements 
• Assist firm business development through the creation of work-plans, pricing estimates, and risk assessments as requested 
• Connect with clients during and post engagement to identify additional needs
• Support the development and presentation of proposals and engagement letters during business development activities
• Ensure proposals and engagement letters are aligned with solving clients’ complex business problems
• Engage in industry professional organizations to broaden experience and increase visibility (network)
• People Development
• Build, lead, and coach teams of internal and external resources, as appropriate and as required
• Coach and lead project teams through project engagements as well as in internal growth opportunities
• Provide frequent and authentic feedback to direct and indirect reports
• Proactively provide training to staff
• Actively participate in the performance management process

Practice/Firm Development

• Participate in thought leadership activities
• Lead internal projects that build firm capability

Behaviors

• Embody and uphold the firm’s values and act as a conscientious member of the organization
• Ability and willingness to undertake up to 75% travel domestically and internationally is required.
• Perform other duties and responsibilities as required, assigned, or requested

Skills and Qualifications

•  10 years experience in manufacturing and/or distribution operations management, including experience working with international plants, suppliers and management teams   
• Experience in mergers and acquisitions including operations due diligence and PMI roles    
• Proficient user of PowerPoint, Excel, Word. Other analytical and data visualization tools are beneficial (e.g. R, Tableau, etc.)
• Experience with Business financials including P&L, Balance Sheet, and Cash flow. Ability to track value creation initiatives to bottom line results
• Ability to collaborate across traditional business functions and understand impact of business process changes across the organization
• Knowledge and understanding of how high performing teams operate, understand gaps and inefficiencies
• Demonstrated leadership in managing, coaching, and inspiring teams to achieve business goals and objectives 
• Strong project management methodology background, including schedule, scope, issue, and risk management experience, change management, planning, and analysis
• Excellent financial and business acumen as well as operational analytical skills
• Self-motivated with high initiative and drive to complete assignments on time with exceptional quality
• Excellent client engagement skills
• Excellent presentation and written communication skills
• Passionate attention to detail and accuracy
• Highly organized and able to balance multiple priorities
• Authorized to work in the US on a full-time basis

Education

• 4-year degree, preferably with a focus in supply chain management, finance, engineering, business, or related field and/or combination of education and relevant experience
• MBA preferred but not required
• Lean and/or Six Sigma training preferred

Base range between $190,000-$230,000. Exact compensation may vary on skills, experience, and location.

About our Firm:

One of Consulting Magazine’s Fastest Growing global operational management firms, TriVista is an award-winning company passionate about our people, their growth, and how we collaborate together to support our clients through their most complex challenges. Our culture fosters creativity, new ideas, and fresh perspectives. We embrace continuous learning, reward great work, and seek out people who want to make a difference. We are a unique consulting firm of results-driven industry subject matter experts who thrive on the excitement generated by working on challenging projects.