Senior Director, M&A Transaction Advisory & FDD

Alvarez & Marsal

Denver (CO)

On-site

USD 200,000 - 250,000

Full time

3 days ago
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Job summary

Alvarez & Marsal in Denver is seeking a Senior Director to lead buy-side and sell-side financial due diligence within the Global Transaction Advisory Group. You will assess quality of earnings, cash flows, working capital, and key drivers, coordinating with multidisciplinary teams to support deal execution.

The role requires 10+ years in financial due diligence, CPA or equivalent, strong Excel/PowerPoint skills, and the ability to mentor teams.

Qualifications

  • A 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.
  • Certified Public Accountant (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 the 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.
  • Effectively lead the team in conversations with clients and lenders.
  • Manage and prioritize engagements and responsibilities appropriately.
  • Effectively handle 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.
  • Manages 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 in maximizing 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 as appropriate.
  • Display a core understanding of all TAG services (FDD/ODD) and cross-sell opportunities.
  • Abides by risk management guidelines and engagement review memo procedures.
  • Gather applicable conflict check information and coordinates 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 by generating new client business and/or adding on business from current client.
  • Expand TAG market share within existing clients and increase non-TAG purchases from A&M at both the fund and portfolio levels.
  • 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
US GAAP knowledge
Excel proficiency
PowerPoint proficiency
Communication skills
Project management

Education

Accounting degree
CPA (in progress)

Tools

Excel
PowerPoint

Job description

Alvarez & Marsal in Denver is seeking a Senior Director to lead buy-side and sell-side financial due diligence within the Global Transaction Advisory Group. You will assess quality of earnings, cash flows, working capital, and key drivers, coordinating with multidisciplinary teams to support deal execution.

The role requires 10+ years in financial due diligence, CPA or equivalent, strong Excel/PowerPoint skills, and the ability to mentor teams.

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