Manager - Transaction Advisory Services (TAS)

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, 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, networking capital trends, and indebtedness considerations
• Ability to lead an engagement and provide real-time feedback and guidance to clients to ensure timely and efficient product delivery
• Leading due diligence meetings with target management
• Supervise staff and provide performance feedback
• Lead and participate in people development and business development efforts
• Manage multiple tasks/projects at a time

Requirements:

• A minimum of three years of transaction services experience
• Big 4, National or large regional firm experience preferred
• Excellent verbal and written communication skills
• Aptitude toward business development
• Experience in project management, including planning, organizing, coordinating, and managing staff, clients, and/or shareholders toward the successful completion of a project
• Ability to thrive and adapt in a fast-paced, dynamic environment
• 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
• Ability to travel to client locations as required
• Bachelor’s degree from an accredited college/university
• Current licensed CPA preferred