Transaction Advisory Senior Manager - Data Analytics

Overview

The Transaction Advisory Services Senior Manager will manage financial due diligence engagements for middle market strategic and financial (private equity) acquirers.

Responsibilities

• Plan and oversee the due diligence process, applying established standards to deliver quality services and products effectively and efficiently
• Serve as primary contact throughout the due diligence process
• Analyze quality of earnings, working capital, financial forecasts, quality of net assets, and the acquisition target
• Conduct company research and collect information from available sources related to the target client’s business
• Conduct on-site and/or phone interviews with C-level personnel or target client representatives to gather additional information supporting financial analysis
• Identify and assess risks and issues related to the transaction for incorporation into purchase agreements
• Compose due diligence reports for client presentations evaluating M&A decisions
• Manage the relationship and information flow between the advisory team and the target
• Identify and pursue business development opportunities through industry and networking relationships
• Manage development of proposal documents and conduct presentations to pursue new clients
• Partner with management members of local offices to identify and promote Transaction Advisory Services offerings to existing and prospective clients
• Perform other duties as required

Supervisory Responsibilities

• Schedule and supervise Senior Associates and Managers’ tasks and project assignments
• Review work product prepared by Senior Associates and Managers and provide review comments
• Partner with the Director, Transaction Advisory Services, to provide verbal and written performance feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process

Requirements

• Bachelor’s degree in Accounting, Business Administration, Finance or equivalent required
• CPA required
• Five (5) or more years of prior TAS experience required
• Three (3) to four (4) years of public accounting experience required, preferably within an audit role
• Prior experience interacting and working directly with C-level personnel preferred
• Strong proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint
• Strong verbal and written communication skills, including business writing aptitude
• Ability to adapt communication style to convey messaging and objectives to all levels of management
• Executive presence
• Ability to initiate and maintain relationships with client personnel and use networking and industry relationships to identify business development opportunities
• Ability to work in a demanding, deadline-driven environment independently or within a team while managing unexpected issues or questions professionally
• Ability to analyze large volumes of data to identify potential issues and propose appropriate resolutions to deal structures
• Ability to maintain the highly confidential nature of information
• Excellent project management skills and attention to detail to produce quality work
• Solid knowledge of technical accounting areas such as US GAAP
• Ability to travel

Preferred Qualifications

• MBA preferred
• Prior experience interacting and working directly with C-level personnel preferred

Compensation & Benefits

Individual salaries offered are determined after consideration of numerous factors including qualifications, experience, skills, and geography.

• National Range: $155,000 - $180,000
• Maryland Range: $155,000 - $180,000
• NYC/Long Island/Westchester Range: $155,000 - $180,000

Benefits may be subject to eligibility requirements.

Location

Ranges are provided for the following geographies: Maryland and NYC/Long Island/Westchester.