Manager Transaction Advisory Services

LBMC; Nashville (TN); On-site; USD 90,000 - 130,000; Full time

Job summary

LBMC in Nashville seeks a Manager with a TAS background to lead due diligence engagements for acquisitions and to assess financial and operational results of targets. You will prepare pro forma information, draft credible reports, and present insights to clients.

You will manage staff, guide junior team members, and contribute to business development while maintaining strong client relationships. This role requires 10–15% travel.

Qualifications

• Bachelor's degree in Accounting.
• CPA certification.
• 4-6 years experience as a Senior Accountant and Manager in Audit and/or TAS at a public accounting firm.
• Willing to travel (10-15%).

Responsibilities

• Manage and participate in due diligence engagements related to acquisitions.
• Assess earnings quality, net assets, and cash flows of targets.
• Prepare and review client deliverables and reports.
• Lead staff and provide performance feedback and training.
• Develop new business opportunities and proposals.

Skills

Due diligence

Client presentations

Leadership

Financial analysis

Interviews with mgmt

Communication

Education

Bachelor's degree in Accounting

CPA certification

Tools

Excel

PowerPoint

Job description

At LBMC, our business is built on individuals with an entrepreneurial spirit. If you have an innate curiosity for solving problems and creating solutions—LBMC is your place. Find yourself at LBMC.

We are seeking a Manager with a background in Transaction Advisory Services (TAS) to add to our growing practice group in our Nashville office.

PRIMARY DUTIES | RESPONSIBILITIES

• Manage and participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers. Analyze financial/operational results of targets through reviewing accounting records and conducting interviews with client and target management. Prepare/evaluate pro forma financial information.
• Demonstrate proven extensive knowledge and success in managerial roles interviewing executive management at target companies, as well as extensive knowledge assessing a target company's quality of earnings, net assets, and cash flows.
• Identify issues for purchase price reductions, deal structuring or deal termination. Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements. Evaluate effects of seasonality and cyclicality on cash flow requirements. Perform industry and company research. Correlate due diligence findings with client valuations.
• Proven ability to write credible, succinct and insightful business reports and to deliver effective client presentations.Prepare and/or review client deliverables including reports and schedules.
• Develop/maintain productive working relationships with client personnel.Manage expectations of service.
• Manage and review the work of Staff and Senior employees. Conduct timely performance reviews for Staff and Senior employees and help to develop and guide staff and other junior Transaction Support professionals by providing effective performance feedback/training and ensuring team responsibilities are consistent with skills and developmental goals. Lead by example. Comply with LBMC, PC policies and guidelines.
• Strong interpersonal & communication skills. Credible and articulate to be able to present to senior executives.
• Generate new business opportunities. Identify business development opportunities and assist Partners and Senior Managers on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the target company.
• Commit to developing knowledge. Use technology to continually learn, share knowledge with team members, and enhance service delivery. Respect/protect client information. Maintain an educational program to continually develop skills.
• Advanced level of technical proficiency and computer literacy particularly with spreadsheets (Word, Excel, PowerPoint).

QUALIFICATIONS

• Bachelor's degree in Accounting
• CPA certification
• 4-6 years previous experience as a Senior Accountant and Manager in Audit and/or TAS at a public accounting firm is required
• Willing and able to travel (10-15%), when necessary.