Jobs · Finance · California

Director - Transaction Advisory - Financial Due Diligence

Alvarez & Marsal · San Francisco, CA · Yesterday
HybridFinance$200k/yrFull-time

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.

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