Transaction Advisory Director

Responsibilities

• Lead buy-side and sell-side transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds and strategic buyers
• Perform quality of earnings, debt and debt-like, and working capital analysis
• Understand and evaluate financial and operational trends of target companies
• Communicate due diligence findings verbally to clients and in a formal written report
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends and indebtedness considerations
• Lead and participate in people development and business development efforts
• Supervise staff and provide performance feedback
• Lead due diligence meetings with target management
• Willingness to travel (typically around 25-30%)

Requirements

• Bachelor’s degree from an accredited college/university
• Current licensed CPA
• 8+ years of recent audit, transaction advisory or other relevant experience
• Prior transaction advisory services experience required
• Big 4, National or large regional firm experience preferred
• 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
• Ability to manage multiple responsibilities simultaneously (multi-task)
• Superior client service focus