Manager, Capital Markets Transactions

Deloitte France; Costa Mesa (CA); On-site; USD 100,000 - 202,000; Full time

Job summary

Deloitte is seeking a Capital Markets Transactions - Manager within our Accounting & Reporting Assurance offering to oversee day-to-day operations of IPO, SPAC, and other CMT advisory engagements. You will closely work with the team to tackle accounting, reporting and other issues, while using our cutting-edge tools and technology.

You will leverage your various skillsets to be an agile contributor to the practice.

Qualifications

• Bachelor’s degree in accounting or related field
• Public accounting or advisory experience with capital markets transactions preferred
• Experience leading complex, multi-threaded projects and teams

Responsibilities

• Oversee IPO, SPAC readiness and execution engagements
• Provide technical accounting guidance and project oversight
• Manage multiple workstreams and budgets, ensuring timely delivery
• Coach, mentor and evaluate staff; contribute to performance reviews
• Assist with proposals, client relationships and marketplace activities
• Coordinate with cross-functional teams and Deloitte service lines

Skills

Capital markets transactions

US GAAP

Project management

Leadership

Communication

Team supervision

Mentoring

Education

Bachelor’s degree in accounting

CPA/CFA/CRISC/PMP or related

Job description

As a Capital Markets Transactions (CMT) - Manager within our Accounting & Reporting Assurance offering, you will oversee day-to-day operations of IPO, SPAC, and other CMT advisory engagements. You'll closely work with the team to tackle accounting, reporting and other issues, while using our cutting-edge tools and technology. You will leverage your various skillsets to be an agile contributor to the practice.

The work you’ll do

We are seeking professionals who want to build off their IPO and transactions experience to oversee complex engagements related to IPO/SPAC readiness and execution as well as other transactions and technical accounting projects. This individual will manage multiple workstreams simultaneously, providing technical guidance, project oversight, and cross-functional coordination to ensure high-quality delivery to our clients. At Deloitte, we provide services using an approach designed to provide flexibility to serve the unique circumstances and complexities of our clients. You’ll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development.

Other responsibilities will include:

• Identify opportunities for and prepare and participate in proposals and marketplace activities.
• Lead IPO readiness and execution engagements, including project planning, stakeholder management, and delivery of key milestones.
• Strengthen client relationships and generate additional engagement opportunities through excellent quality, timely execution and a strategic approach to service delivery.
• Supervise, coach and mentor all levels of staff. Conduct performance reviews and contribute to performance feedback and training. Develop and communicate workplace culture and code of conduct.
• Be part of a team that assists clients in preparing the financial and reporting aspects of an IPO/ SPAC, such as:
  • Assess public company readiness
  • SEC reporting requirements
  • Technical accounting matters
  • GAAP conversion from or into international accounting standards, e.g., IFRS or US GAAP
  • Preparation of the financial disclosures including assisting with the preparation of SEC documents
• Services implementing corporate governance structures, streamlined close, consolidate report
• Ability to oversee multiple workstreams concurrently, ensuring alignment, timely execution, and adherence to project objectives.
• Ability to provide technical expertise on accounting and financial reporting matters related to transactions.
• Manage engagement economics, budgets, and resource allocation.
• Ability to develop, maintain and leverage internal contacts across Deloitte businesses.
• Be an advisor to newly public and private clients to assist with accounting and financial reporting, among other areas.
• Stay connected to market trends to think through future innovative solutionprocesses, consideration of investor relations, human capital, and operational improvements

A successful candidate would possess these skills:

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

Our team culture is collaborative and encourages team members to take initiative and seek on-the-job learning opportunities. Audit & Assurance services are focused on engagements related to independent External Audit services, Accounting, Controls & Reporting Advisory, and Specialized Assurance & Sustainability. We bring together the diverse skills and industry experience of our people, leading-edge technology, and a global network to deliver high-quality audits of financial statements and internal controls over financial reporting, along with assurance reports and valuable advice and insights across the corporate reporting landscape. Learn more about Deloitte Audit & Assurance.

Qualifications Required:

• Bachelor’s degree in accounting or related field
• 5+ years of public accounting or equivalent experience, ideally within a public accounting and/or advisory environment
• 2+ years of experience in managing and supervising teams
• Deep understanding of capital markets transactions (e.g., IPOs, SPACs, and other equity/debt offerings)
• Strong technical accounting and financial reporting background
• Proven ability to lead complex, multi-threaded projects with competing priorities
• Strong and up-to-date technical knowledge of US GAAP accounting standards
• Must have one of the following certifications: CPA (in office state), CFA, CRISC, PMP or other related certification
• You should reside within a commutable distance of your assigned office with the ability to commute daily, if required.
• You can expect to co-locate, on average, 3 times a week with variations based on types of work/projects and client locations
• Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve
• Limited immigration sponsorship may be available

Preferred:

• Advanced degree in accounting or related field
• Financial services, blockchain/digital assets/crypto, technology, and/or aerospace and defense industry experience
• Excellent communication, stakeholder management, and project leadership skills
• Experience in financial reporting and SEC requirements of IPOs

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $201,500