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 significant opportunity for a seasoned professional with a minimum of 8-10 years of financial accounting due diligence experience. This role is based in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles, and San Francisco.
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 coordinates 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 Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically 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. The amount of vacation and personal days available varies based on tenure and role type.