Director, Transaction Advisory Services (TAS) and Financial Due Diligence (FDD)

About the role

At Embarc, the Financial Due Diligence / Quality of Earnings is integrated into the M&A Advisory process and deal negotiations. This role offers a unique opportunity to utilize and expand your expertise in Financial Due Diligence while playing a pivotal role in M&A execution and Strategic Finance for growth-focused companies.

Responsibilities

• Leads the end-to-end project management, work plan development, process, and project execution.

• Manages client team to deliver project goals in a timely and resource efficient manner.

• Effectively communicate across all stakeholders.

• Drive optimal outcomes for all stakeholders, while meeting and/or exceeding client expectations.

• Independently manages due diligence, quality of earnings, and other transaction advisory related services to support Embarc clients that are looking at growing through acquisitions or preparing for sale.

• Develops and prepares audience-appropriate materials, including quality of earnings databooks and financial due diligence reports etc.

• Analyzes financial/operational results of targets through reviewing accounting records and conducting interviews with management.

• Cultivates and maintains strong relationships with client leadership and key staff.

• Identify opportunities where Embarc's financial and strategic services (e.g., capital raising, M&A, and strategic finance) may accelerate the client's strategic plan and align with their key business objectives.

• Acts as a thought leader and trusted advisor to client's key leadership.

• Spearheads complex strategic analysis, quantitative analysis, and robust financial modeling to produce meaningful insights that address clients' challenges and needs.

• Translates complex strategic and financial analysis into insightful reports, key take-aways, and presentations for clients and key stakeholders which facilitate robust discussions, provide quantification and articulation of financial and strategic impact, and support the decision-making process.

• Evaluates effects of seasonality and cyclicality on cash flow requirements.

• Performs industry and company research to keep Embarc and its’ clients informed of any market insights.

• Creates and designs tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, working capital trends, and indebtedness considerations.

• Leads the cross-functional management of projects from end to end; communicates recommendations and drives outcomes with various stakeholders.

Qualifications

• Experienced with best-in-class TAS/FDD practices.

• Track record of successfully leading TAS/FDD teams including recruiting, training, project management.

• Exceptional analytical skills, including advanced financial modeling and financial / accounting analysis, etc.

• Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations.

• Ability to lead multiple engagements simultaneously, using well developed project management skills.

• Mature presence, empathy, intellectual curiosity, and ability to learn quickly.

• Demonstrated strengths with financial accounting, capital markets, and M&A concepts.

• Demonstrated success with cultivating strong relationships with clients, executives and boards.

• Ability to develop and maintain strong working relationships with both internal and external cross-functional teams, collaborating effectively to successfully drive TAS/FDD processes.

• Proven success with independently developing presentations and other communication materials executive leadership, external partners, and the Board of Advisors.

• Excellent oral and written communication skills.

• Proven ability to maintain excellent attention to detail and accuracy.

• Demonstrated success with building and improving processes and promoting quality.

• Experience working with start-up organizations a plus.