Title: Manager – Advisory/Transaction Services
You will enjoy working for a company with a highly “reward-ive” philosophy. From generous compensation plans, to providing a balanced work life and advancement opportunities, our client has a sincere desire to optimize workplace enjoyment, creating an environment with minimal turnover! This highly dynamic company, offers a fun, collaborative, professional work environment, with significant opportunities for advancement and generous compensation increases!
The Manager – Transaction Services is a newly created opportunity, due to client’s sizeable growth. With growth comes opportunity.
Summary:
The Transaction Services – Manager will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Manager will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.
Responsibilities
- Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
- Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities
- Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members,
- Coordinate services as needed with other practice areas of the firm
- Build relationships with existing clients, including involvement in networking and business development activities
- Provide both leadership and supervision to Staff and Seniors
Qualifications
- Bachelor’s degree with a major in accounting or related field required
- Minimum of 4 years of related experience required
- Proven experience leading transaction services or Assurance/External Audit
engagement teams preferred - CPA designation
- Proficiency in understanding and evaluating compliance with U.S. GAAP
- Minimum of 2 years of supervising and training experience
- Must have the ability to analyze complex business and transaction situations
- Self-motivation to meet client deadlines and provide excellent client service
- Proven experience in managing multiple client engagements simultaneously and
learning new businesses quickly - Strong project management and organizational skills
- Strong presentation skills and marketing abilities required
- Excellent interpersonal and verbal & written communication skills
Skill Requirements
- Proficient in Microsoft Office (Word, Power Point, especially Excel)
- Possess excellent people development and delegation skills, including
training/instruction and engagement scheduling and budgeting - Strong business acumen
- Possess executive presence with ability to be the primary contact for the client and
to prepare and present presentations to clients and potential clients - Creative problem solving and research ability demonstrating sound decision-making
skills - Detail-oriented
- Responsibility over business development and marketing
Compensation: Commensurate with experience + bonus & comprehensive benefits
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