Senior Manager / Manager – Deal Advisory (Transaction Services)

Gemini Personnel; Hong Kong; On-site; HKD 800,000 - 1,200,000; Full time

Job summary

Gemini Personnel in Hong Kong seeks a Senior Manager/Manager to lead Deal Advisory within Transaction Services. You will prepare and review high-quality diligence reports and client presentations and manage buy-side, sell-side, and refinancing engagements for PE and corporate clients.

The role requires a CPA/ACCA/CFA or equivalent, a Bachelor's in accounting/finance, and about 5 years of relevant experience.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related discipline.
• CPA, ACCA, CFA or equivalent professional qualification.
• Approximately 5 years of relevant experience in Transaction Services, Deals Advisory, Financial Due Diligence or M&A advisory.
• Experience gained from Big Four, mid-tier professional services firm, or similar environment.
• Demonstrated experience leading financial due diligence engagements and managing teams.

Responsibilities

• Prepare and review high-quality due diligence reports and client presentations.
• Execute buy-side, sell-side and refinancing due diligence assignments for private equity and corporate clients.
• Lead and manage financial due diligence engagements from planning through to completion.
• Identify key transaction risks, commercial considerations and value drivers.
• Analyse financial performance, quality of earnings, cash flow generation, working capital requirements and net debt positions.
• Review business plans, forecasts and financial models to assess sustainability of future performance.
• Act as a key day-to-day contact for client management teams, investors and other transaction stakeholders.
• Build trusted relationships with clients and contribute to a positive client experience.
• Present key findings, risks and recommendations clearly and effectively.
• Manage engagement budgets, timelines and project deliverables.
• Lead transaction workstreams and coordinate multiple stakeholders across jurisdictions.
• Ensure engagements are delivered to the highest quality standards and in accordance with the firm's risk management policies.
• Supervise and provide coaching and support recruitment, training and the professional development of team members.
• Review team members' work and provide constructive feedback and technical guidance.
• Foster a collaborative and high-performing team culture.
• Support the team in preparing proposals, pitches and thought leadership initiatives.
• Assist in building relationships with private equity funds, corporates and professional intermediaries.
• Contribute to market-facing activities and the continued growth of the Transaction Services practice.

Education

Bachelor's degree in Accounting, Finance, or a related discipline

Job description

Senior Manager / Manager – Deal Advisory (Transaction Services)

Our client is one of the international audit, accounting & consultancy CPA firms.

Responsibilities:

• Prepareandreviewhigh-qualityduediligencereportsandclientpresentations.
• Executebuy-side,sell-sideandrefinancingduediligenceassignmentsforprivateequityandcorporateclients.
• Leadandmanagefinancialduediligenceengagementsfromplanningthroughtocompletion.
• Identifykeytransactionrisks,commercialconsiderationsandvaluedrivers.
• Analyse financial performance, quality of earnings, cash flow generation, working capital requirements and net debt positions.
• Review business plans, forecasts and financial models to assess the sustainability of future performance.
• Client Relationship Management
• Act as a key day-to-day contact for client management teams, investors and other transaction stakeholders.
• Buildtrustedrelationshipswithclientsandcontributetoapositiveclientexperience.
• Participate in management meetings and financial due diligence discussions.
• Present key findings, risks and recommendations clearly and effectively.
• Project Management
• Manage engagement budgets, timelines and project deliverables.
• Lead transaction workstreams and coordinate multiple stakeholders across jurisdictions.
• Ensure engagements are delivered to the highest quality standards and in accordance with the firm's risk management policies.
• Supervise and provide coaching and supportrecruitment,trainingandtheprofessionaldevelopmentofteammembers.
• Review team members' work and provide constructive feedback and technical guidance.
• Foster a collaborative and high-performing team culture.
• Business Development
• Support the team in preparing proposals, pitches and thought leadership initiatives.
• Assist in building relationships with private equity funds, corporates and professional intermediaries.
• Contribute to market-facing activities and the continued growth of the Transaction Services practice

Requirements:

• Bachelor's degree in Accounting, Finance, or a related discipline.
• CPA, ACCA, CFA or equivalent professional qualification.
• Approximately 5 years of relevant experience in Transaction Services, Deals Advisory, Financial Due Diligence or M&A advisory.
• Experience gained from Big Four, mid-tier professional services firm, or similar environment.
• Demonstrated experience leading financial due diligence engagements and managing teams.