Jobs · Finance · Texas

Senior Director - Transaction Advisory - Financial Due Diligence

Alvarez & Marsal · Dallas, TX · 2 days ago
HybridFinance$225k/yrFull-time

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 for private equity, hedge funds, sovereign wealth, family offices, and corporations globally.

Responsibilities

  • Counsel and mentor all levels of employees.
  • Handle personnel matters effectively, including difficult career counseling situations.
  • 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 emphasize A&M’s capabilities to clients.
  • Develop and propose creative solutions to engagement and transaction risks and 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.
  • 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.
  • 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.

Pay

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 based on individual and firm performance. Click here for more information regarding A&M’s benefits programs.

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