Senior Director, Financial Due Diligence & TA Advisory

Alvarez & Marsal; New York (NY); On-site; USD 191,000 - 259,000; Full time

Job summary

Alvarez & Marsal is seeking a Senior Director to lead complex transaction advisory engagements across industries, delivering integrated financial due diligence for private equity and corporate clients. You will guide teams, manage client relationships and oversee delivery of Quality of Earnings, working capital, and P&L analyses.

The ideal candidate has at least 10 years in financial due diligence, CPA or in progress, strong US GAAP knowledge, and advanced Excel/PowerPoint skills.

Qualifications

• Minimum of 10 years of financial accounting due diligence experience at a top accounting firm.
• Bachelor’s or Master’s degree in Accounting and/or related major.
• CPA or in the process of obtaining one.
• Working knowledge of US GAAP, SEC reporting and purchase accounting.
• High proficiency in Excel and PowerPoint.
• Excellent interpersonal and communication skills, including ability to articulate to senior members of target management, client representatives and colleagues.
• Strong project management skills.
• Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
• Ability to thrive and be effective in fast‑paced settings.

Responsibilities

• Counsel and mentor all levels of employees.
• Handle personnel matters with employees effectively, including difficult career counseling situations.
• Lead conversations with clients and lenders.
• Manage and prioritize engagements and responsibilities appropriately.
• Handle all relationship matters with clients, with limited Managing Director involvement.
• Manage multiple chargeable and non‑chargeable projects of varying size and complexity.
• Identify potential transaction risks and implement strategies to address risks.
• Act as a subject‑matter expert in technical accounting subjects relevant to TAG.
• Generate a full due‑diligence report.
• Lead the Quality of Earnings, P&L and Working Capital analyses.
• Effectively manage day‑to‑day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.
• Manage client relationships and ensure all client needs are met.
• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
• Help engagement executives maximize the value the client is receiving from A&M.
• Proactively recruit, train and develop individuals of all levels for TAG.
• Engage in training initiatives, including developing and teaching courses.
• Display a core understanding of all TAG services (FDD/ODD) and strive to cross‑sell TAG and other A&M services.
• Abide by risk‑management guidelines and engagement review memo procedures.
• Gather applicable conflict‑check information and coordinate with Managing Directors to set up engagement codes and other engagement requirements.
• Assist Managing Directors and Senior Director in sales and business development efforts.
• Contribute to sales pursuits and generate new client business or add on business from current clients.
• Expand TAG market share within existing clients and increase non‑TAG purchases from A&M.
• Identify and pursue referrals from existing clients and new client opportunities by attending industry conferences.
• Appropriately manage engagement risk and potential client or engagement issues.

Skills

Financial due diligence

Excel

PowerPoint

Communication skills

Project management

Education

Bachelor’s or Master’s degree in Accounting

CPA or in the process of obtaining one

Job description

Alvarez & Marsal is seeking a Senior Director to lead complex transaction advisory engagements across industries, delivering integrated financial due diligence for private equity and corporate clients. You will guide teams, manage client relationships and oversee delivery of Quality of Earnings, working capital, and P&L analyses.

The ideal candidate has at least 10 years in financial due diligence, CPA or in progress, strong US GAAP knowledge, and advanced Excel/PowerPoint skills.