Senior Director - Transaction Advisory - Financial Due Diligence

About the role

The Senior Director will join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco. They will provide private equity and corporate clients with buy side and sell side financial accounting due diligence.

Responsibilities

• Counsel and mentor all levels of employees.
• Handle personnel matters with employees effectively, including but not limited to difficult career counseling situations.
• Effectively lead the team in conversations with clients and lenders.
• Manage and prioritize engagements and responsibilities appropriately.
• Effectively handle all relationship matters with clients, with limited Managing Director involvement.
• 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 and continue to emphasize the capabilities of A&M to clients.
• Manage client relationships and ensure all client needs are met.
• 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.
• Aid 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.
• Appropriately 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.

Benefits

The base salary is $225,000 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. Please ask your recruiter for details.

Regular employees working 30 or more hours per week 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 from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal.

Click here for more information regarding A&M’s benefits programs.