Deal Advisory Senior Manager

Cobden & Carter International; Makati; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

Cobden & Carter International in Makati seeks an experienced professional to lead the Deal Advisory services within an independent public accounting firm context. You will oversee pre-engagement documentation, planning forms, and supervise transaction tasks to deliver valued advice that meets client needs.

Ideal candidates have CPA qualification (preferred) and 6+ years in deal advisory, valuation and business planning, with strong communication and interpersonal skills to engage clients

Qualifications

• Bachelor's degree in Accountancy, Finance or a related course.
• CPA qualification is highly preferred.
• 6+ years of robust experience in Deal Advisory services, valuations and business planning.
• Excellent communication, presentation and interpersonal skills.

Responsibilities

• Lead the Deal Advisory services within an independent public accounting firm context.
• Contribute to pre-engagement documentation, plan and update forms, supervise transaction tasks.
• Assist with transactions by completing tasks, filling working papers and finalizing engagements.
• Suggest and perform analysis relevant to the transaction, industry and client needs.
• Use research tools to source data on targets and clients to support Deal Advisory marketing.
• Apply technical knowledge to analyze engagement documents and communicate findings clearly.
• Build knowledge of the parties to a transaction and explain deal mechanics.
• Understand the rationale for a transaction and the basis of valuation to deliver valued advice.
• Interpret results from analyses and reports and present implications and solutions to the deal.

Skills

Communication skills

Presentation skills

Interpersonal skills

Education

Bachelor's degree in Accountancy, Finance or related

Job description

About the role

Lead the Deal Advisory services within an independent public accounting firm context, actively contribute to pre-engagement documentation, plan and update appropriate forms, and supervise transaction tasks to deliver valued advice that meets client needs.

Key responsibilities

• Learn how Deal Advisory provides services to clients within the context of an independent public accounting firm

• Actively contribute to pre-engagement documentation, planning and updating of appropriate forms

• Assist with transactions by completing assigned tasks, populating the appropriate working paper sections and keeping records current through to completion of the engagement

• Suggest and perform analysis relevant to the transaction, industry and client needs using data checked for internal consistency and accuracy

• Use research tools to source and interpret data and information on targets, clients and their business environment to support Deal Advisory marketing and proposal activities

• Apply technical knowledge in analyzing engagement documents and schedules, interpreting project findings and communicating them to the members of the engagement team in a clear manner using an appropriate format

• Build knowledge of the parties to a transaction and demonstrate the ability to explain the mechanics of the deal

• Understand the rationale for a transaction and the basis of valuation and use this knowledge to deliver valued advice which meets client needs

• Interpret results from analysis and reports on the implications on the deal and the client, including possible solutions

About you

• Bachelor's degree in Accountancy, Finance or a related course

• Certified Public Accountant (CPA) qualification is highly preferred

• 6+ years of robust experience in Deal Advisory services reports, valuation, and business planning

• Excellent communication, presentation, and interpersonal skills