Director - Transaction Advisory - Financial Due Diligence
About the role
The Director position within the Transaction Advisory/Financial Due Diligence team at Alvarez & Marsal (A&M) is a dynamic role designed for experienced professionals with a strong background in financial accounting due diligence. This role offers the opportunity to work on a variety of projects across different industries, providing clients with an integrated due diligence approach that goes beyond traditional quality of earnings analyses.
Responsibilities
- Counsel and mentor Associates, Senior Associates and Managers.
- Effectively lead the team in conversations with clients and lenders.
- Manage and prioritize team responsibilities and proactively consult with Managing Directors and senior members of the team as appropriate.
- Oversee all aspects of deals with limited guidance from Managing Directors.
- Manage multiple chargeable and non-chargeable projects of varying size and complexity.
- Identify potential transaction risks and implement strategies to address risks.
- Generate a full due diligence report.
- Lead the Quality of Earnings, P&L and Working Capital analyses.
- Communicate regularly with clients regarding engagement matters (e.g., billing, status updates, preparation of scope of procedures, scope changes, request lists).
- Effectively manage day-to-day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.
- Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
- Proactively recruit, train, and develop individuals of all levels for TAG.
- Engage in training initiatives, including developing and teaching courses as appropriate.
- Display a core understanding of all TAG services (FDD/ODD) and strive to cross-sell TAG and other A&M services, as opportunities arise.
- Abide by risk management guidelines and engagement review memo procedures.
- Gather applicable conflict check information and coordinate with Managing Directors to set up engagement codes and other engagement requirements.
- Absorb and contribute to sales pursuits by generating new client business and/or adding on business from current clients.
- Proactively manage engagement risk and potential client or engagement issues.
Qualifications
- A minimum of 8-10 years of financial accounting due diligence experience at a top accounting firm.
- 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, SEC reporting, and purchase accounting.
- High proficiency in Excel and PowerPoint.
- Excellent interpersonal and communication skills.
- Strong project management skills.
- Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
Benefits
The base salary for this role is $200,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Employees are also entitled to participate in various benefits such as healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages, as well as a 401(k) retirement savings plan. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part-time employees), ten federal holidays, one floating holiday, and parental leave.