Manager, Advisory/Transaction Services

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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