Healthcare Transaction Advisory Senior Manager

Elliott Davis; Charlotte (NC); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Generous time away and paid firm holidays

Flexible work schedules

Paid maternity and adoption leave

Wellness benefits

Professional coaching

Leadership development

Beyond program

Job summary

A prominent tax and consulting firm is seeking an experienced professional to lead healthcare transaction advisory services. The ideal candidate will possess at least four years in transaction advisory roles and hold a CPA license. Responsibilities include managing buy-side and sell-side engagements and providing financial diligence. The company offers generous leave, wellness benefits, and leadership development opportunities. Join a team focused on inclusivity and professional growth in Charlotte, NC.

Qualifications

• Minimum of four years of relevant transaction advisory services experience.
• Current licensed CPA.
• Big 4 or large regional firm experience preferred.
• Current licensed CPA
• Big 4, National or large regional firm experience preferred
• Demonstrated experience leading buy-side and sell-side engagements in lower to middle market
• Excellent verbal and written communication skills
• Aptitude towards business development
• Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders
• Ability to thrive in a fast-paced, dynamic environment
• Strong knowledge of U.S. GAAP and financial reporting issues
• Ability to travel to client locations as required

Responsibilities

• Lead buy-side and sell-side healthcare transaction services engagements.
• Perform quality of earnings and revenue analysis.
• Develop understanding of client's business and performance drivers.
• Create tailored transaction advisory reports on earnings, financial reporting and indebtedness
• Communicate due diligence findings clearly in reports and verbally
• Lead engagements and guide teams to timely, efficient delivery
• Foster a collaborative team environment and develop staff
• Lead business development efforts
• Provide high-quality client service meeting or exceeding expectations
• Engage with teams and clients to build trust and identify improvement opportunities
• Own client relationships and oversee engagement economics and resource management
• Collaborate with Elliott Davis team members
• Participate in growth initiatives as a manager and in BD opportunities

Skills

Transaction advisory services experience

Excellent verbal and written communication skills

Project management

U.S. Generally Accepted Accounting Principles (GAAP)

Business development

Education

Bachelor’s degree from an accredited college/university

CPA license

Job description

Who We Are

Elliott 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, LLC’s Healthcare 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 buy-side and sell-side healthcare transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds, and strategic buyers
• Perform quality of earnings, quality of revenue, debt and debt‑like, working capital analysis
• Develop an understanding of the client’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations
• Communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
• Ability to lead an engagement and provide real‑time feedback and guidance to clients to ensure timely and efficient product delivery
• Create a collaborative team environment, motivate, and develop 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
• Lead conversations with teams, clients and stakeholders to build trustIdentify performance improvement opportunities and recommend creative solutions to complex issues
• Be growth‑motivated, own client relationships and oversee engagement economics and management of resources
• Collaborate with other Elliott Davis team members
• Opportunity to engage in business development as a manager and early exposure to participating in the growth of the practice

Requirements

• A minimum of four years of relevant transaction advisory services experience, and at least seven 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
• 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 US

• 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 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 professionally

NOTICE 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 individuals.

Ada Requirements

The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements

• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements

• Use written and oral communication skills.
• Read and interpret data, information, and documents.
• Observe and interpret situations.
• Work under deadlines with frequent interruptions; and
• Interact with internal and external customers and others in the course of work.