Healthcare Transaction Advisory Manager

Responsibilities

• Lead buy-side and sell-side healthcare transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds, and strategic buyers.
• Perform quality of earnings, quality of revenue, debt and debt-like, working capital analysis.
• Create an understanding of the client’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies.
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations.
• Communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports.
• Lead an engagement and provide real-time feedback and guidance to clients to ensure timely and efficient product delivery.
• Create a collaborative team environment, motivate, and develop team through communication and actions.
• Lead and participate in people development and business development efforts.
• Provide timely, high quality client service that meets or exceeds expectations.
• Lead conversations with teams, clients and stakeholders to build trust.
• Identify performance improvement opportunities and recommend creative solutions to complex issues.
• Collaborate with other Elliott Davis team members.

Requirements

• A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience.
• Bachelor’s degree from an accredited college/university.
• Current licensed CPA.
• Big 4, National or large regional firm experience preferred.
• Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space.
• Excellent verbal and written communication skills.
• Aptitude towards business development.
• Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project.
• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues.
• Able to manage multiple responsibilities simultaneously (multi-task).
• Superior client service focus.
• Able to travel to client locations as required.