Transaction Advisory Services - Manager

Responsibilities

• Works effectively in teams to provide quality service to clients
• Gains a comprehensive understanding of client operations, processes and business objectives, and utilizes that knowledge throughout engagements
• Communicates appropriately (both verbally and electronically) to clients and firm associates
• Understands fundamental accounting concepts and applies those concepts in the financial due diligence work
• Works across multiple projects under tight time frames while maintaining precision with our work product
• Develops financial data books, including ledger-level build up and trending of the income statement and balance sheet and related sub-schedules
• Prepares quality of earnings, cash proof, working capital, net debt and other ad-hoc financial analyses
• Manages and prepares data requests as well as tracks key issues identified during the deal process
• Coordinates and facilitates conference calls and management meetings with client and target companies
• Drafts financial due diligence and related reports for clients
• Manages staff, as needed
• Supports new ideas on internal processes and client engagements
• Identifies and resolves any client issues discovered during engagements
• Communicates performance to management and engagement team in a timely and effective manner
• Resolves obstacles and gives and receives feedback to minimize repeated errors and apply new concepts
• Takes ownership of assignments to ensure timely completion and professional development
• Interacts and leads discussions with peers, managers, and clients
• Participates in industry and community networking events to expand professional connections

Qualifications

• Undergraduate degree required
• CPA preferred but not required
• Prior transaction advisory experience preferred
• Advanced knowledge of generally accepted accounting principles and financial statements is required
• Demonstrates appropriate understanding of financial reporting and analytics
• Proficiency in Excel modeling
• Excellent written and verbal communication skills
• Strong commitment to professional and client service excellence
• Proven time management, organizational and prioritization skills
• Ability to travel for engagements, if needed