Transaction Advisory Manager
name
62d ago
0ManagementUnited Stateshimalayas
Transaction-AdvisoryFinancial-Due-DiligenceM&A-AdvisoryCorporate-FinanceAccountingDeal-Advisory-ManagerManagerSenior
Job Description
WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC(doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.Elliott Davis Advisory, LLC’s Transaction Advisory Services (“TAS”) practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers. We are rapidly growing and would love to have you join our team!Responsibilities
Lead engagement teams by performing financial due diligence procedures for buy-side and sell-side engagements for private equity, mezzanine funds, and strategic buyers
Perform quality of earnings, debt and debt-like, working capital analysis
Develop an understanding of a target’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies, in addition to challenging target assumptions
Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness considerations
Communicate due diligence findings and critical deal issues confidently in a clear, concise and articulate manner, both verbally and in written reports
Create a collaborative team environment, motivate, and develop and mentor/coach team through communication and actions
Lead and participate in people development and business development efforts
Provide timely, high quality client service that meets or exceeds expectations
Identify performance improvement opportunities and recommend creative solutions to complex issues, in addition to identifying critical post-closing issues to be addressed
Growth minded, strengthens and develops client relationships, and oversee engagement economics and management of resources
Collaborate with other Elliott Davis team members
Requirements
A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience
Bachelor’s degree from an accredited college/university
Current licensed CPA
Big 4, National or large regional firm experience preferred
Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space
Excellent verbal and written communication skills
Strong Excel skills and proficient in Microsoft Office
Aptitude towards business development
Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards 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
WHY YOU SHOULD JOIN USWe believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:
• generous time away and paid firm holidays, including the week between Christmas and New Year’s• flexible work schedules• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
• first-class health and wellness benefits, including wellness coaching and mental health counseling
• one-on-one professional coaching
• Leadership and career development programs
• access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionallyNOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individua
