Senior Director - Transaction Advisory - Financial Due Diligence

About the role

A&M is a global consulting firm with over 10,000 professionals in 40+ countries. We provide financial and accounting due diligence services to private equity, hedge funds, sovereign wealth, family offices, and corporations globally.

Responsibilities

• Counsel and mentor all levels of employees.
• Handle personnel matters, including difficult career counseling situations.
• Lead the team in conversations with clients and lenders.
• Manage and prioritize engagements and responsibilities.
• 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.
• Effectively manage day-to-day client interaction and relationships.
• Develop and propose creative solutions to engagement and transaction risks.
• 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 and strive to cross-sell TAG and other A&M services.
• 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.
• Assist Managing Directors and Senior Directors in sales and business development efforts.
• Contribute to sales pursuits by generating new client business and/or adding on business from current clients.
• Expand TAG market share within existing clients and increase non-TAG purchases from A&M at both the fund and portfolio levels.
• Identify and pursue referrals from existing clients and new client opportunities by attending industry conferences.
• Properly manage engagement risk and potential client or engagement issues.

Qualifications

• A minimum of 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, including the ability to articulate to senior members of target management, client representatives, and colleagues.
• Strong project management skills.
• Flexibility to work as both a team member in a collaborative setting and as an individual contributor.