Associate - Transaction Advisory Group - Financial Due Diligence

About the role

The Team Global Transaction Advisory Group (TAG) is a subsidiary of Alvarez & Marsal, a global consulting firm. TAG specializes in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients.

Responsibilities

• Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients’ investment strategy.
• Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data.
• Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.
• Audit and assess the quality of the target company’s reported earnings, net assets and cash flows.
• Construct deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows.
• Aid the team in further articulating how such findings should be incorporated into the client’s valuation and sale, purchase agreement and provide other negotiating points.
• Participate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.
• Be actively involved in building and maintaining client relationships and other business development opportunities.

Qualifications

• A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group.
• Bachelor’s or Master’s degree in Accounting and/or related major.
• Certified Public Accountant (CPA) or in the process of obtaining one.
• Working knowledge of US GAAP and SEC reporting.
• High proficiency in Excel and PowerPoint.
• Excellent interpersonal and communication skills.
• Strong project management skills.
• Flexibility to work as both a team member and as an individual contributor.