Vice President, Transaction Advisory Services (FDD) - Multiple Locations

Responsibilities

• Lead buy-side and sell-side transaction advisory engagements
• Drive discussions with senior client executives and target management
• Manage team members (Analysts and Associates) on engagements
• Cultivate and deepen relationships with key clients in addition to assisting MD with strategic pitching and business development initiatives
• Review target company financial information and other data to identify:
• Historical and projected financial and operating and commercial trends
• Quality of earnings
• Working capital and net debt considerations
• Potential liabilities and risks which impact valuation and negotiation of the target company
• Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company
• Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and post-transaction working capital analysis
• Develop professional network and relationships with firm, client and target professionals
• Review transaction agreements, customer and supplier contracts and develop valuation considerations
• Collaborate closely with corporate finance, valuation and financial restructuring colleagues

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
• CPA (Preferred)
• Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals
• Demonstrated professional achievement and client service excellence
• Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
• Strong analytical abilities
• Exceptional verbal and written communication skills
• Strong command of Microsoft Word, Excel, and PowerPoint
• Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
• Ability and desired willingness to travel