Vice President, Transaction Advisory Services
About the role
Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services. Our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). We offer a unique opportunity to work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets. You will develop and extend your financial and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies. We cover Business Services, Consumer Food and Retail, Healthcare, Industrials, and Technology industries!
Responsibilities
- Perform M&A financial due diligence related to the purchase and sale of private and public companies.
- Develop and extend financial and interpersonal skills.
- Work across Business Services, Consumer Food and Retail, Healthcare, Industrials, and Technology industries.
- Provide exposure to the broader corporate finance industry and capital markets via an investment banking platform.
Qualifications
- Undergraduate degree from an accredited institution.
- 6+ years of financial due diligence experience (or a combination with audit experience, which must include at least 4 years of financial due diligence), preferably with a Big 4 firm.
- Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required).
- Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues.
- CPA (or at minimum, must be pursuing a CPA).
Skills
- Tableau
- Alteryx
- Data analytics packages
- US GAAP
- SEC reporting
- Purchase accounting
- Transaction-related issues
- CPA (or pursuing)
- Financial due diligence
- Audit experience
- Interpersonal skills