Senior Director - Transaction Advisory - Financial Due Diligence

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

About the role

The Global Transaction Advisory Group (TAG) is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) advisory, and other related M&A services for private equity, hedge funds, sovereign wealth, family office, and corporate clients around the world.

A&M’s Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles, and San Francisco. We are seeking a Senior Director to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done. We provide private equity and corporate clients buy-side and sell-side financial accounting due diligence. TAG professionals actively engage in assessing a target’s quality of earnings, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.

Responsibilities

• Counsel and mentor all levels of employees.
• Handle personnel matters with employees effectively, including difficult career counseling situations.
• Effectively lead the team in conversations with clients and lenders.
• Manage and prioritize engagements and responsibilities appropriately.
• 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.
• Act as a subject matter expert in technical accounting subjects relevant to TAG.
• 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.
• Help engagement executives in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).
• 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.
• 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.
• Ability to thrive and be effective in fast-paced settings.

Benefits

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career. We prioritize your well-being, providing benefits and resources to support you on your personal journey.

• Healthcare plans, flexible spending, and savings accounts.
• Life, AD&D, and disability coverages.
• 401(k) retirement plan with discretionary employer contribution.

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.

Schedule

Regular employees working 30 or more hours per week are eligible for benefits.