Transaction Advisory Manager

Elliott Davis; New York (NY); On-site; USD 98,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with company contributions

Job summary

Elliott Davis is seeking a senior Transaction Advisory Services professional to lead financial due diligence for buy-side and sell-side engagements. You will perform quality of earnings, debt and working capital analysis, and develop tailored reports for private equity and strategic buyers.

You will guide target analysis, communicate findings clearly, mentor staff, and contribute to client development. A CPA is preferred and Big 4 experience is a plus.

Qualifications

• Three+ years in transaction advisory; at least five years overall professional experience.
• Bachelor’s degree from an accredited college/university; CPA preferred.
• Big 4, national or large regional firm experience is beneficial.
• Proven leadership of buy-side and sell-side engagements in lower to middle market.
• Excellent verbal and written communication and strong Excel needs.

Responsibilities

• Lead engagement teams performing financial due diligence for buy-side and sell-side engagements.
• Perform quality of earnings, debt and working capital analysis.
• Understand target business and key performance drivers; challenge assumptions.
• Create tailored due diligence reports on issues like normalized earnings and indebtedness.
• Communicate findings clearly in reports and verbally; mentor the team.
• Lead business development efforts and oversee engagement economics.

Skills

Transaction due diligence leadership

Verbal & written communication

Financial analysis

Team leadership & mentoring

Business development

GAAP knowledge

Travel flexibility

Education

Bachelor's degree

CPA license

Tools

Excel

Microsoft Office

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 Advisory, LLC’s 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 engagement teams by performing financial due diligence procedures for buy-side and sell-side engagements for private equity, mezzanine funds, and strategic buyers
• Perform quality of earnings, debt and debt-like, working capital analysis
• Develop an understanding of a target’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies, in addition to challenging target assumptions
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness considerations
• Communicate due diligence findings and critical deal issues confidently in a clear, concise and articulate manner, both verbally and in written reports
• Create a collaborative team environment, motivate, and develop and mentor/coach 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
• Identify performance improvement opportunities and recommend creative solutions to complex issues, in addition to identifying critical post-closing issues to be addressed
• Growth minded, strengthens and develops client relationships, and oversee engagement economics and management of resources
• Collaborate with other Elliott Davis team members

Requirements

• A minimum of three years of relevant transaction advisory services experience, and at least five 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
• Strong Excel skills and proficient in Microsoft Office
• 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

The salary range for this position is $98,000 to $170,000 per year. Individual compensation will be based on factors such as relevant experience, skills, qualifications, work location, and applicable legal requirements.

At Elliott Davis, we invest in our people by offering a competitive and comprehensive benefits package, including medical, dental, and vision insurance and a 401(k) plan with company contributions.

WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That’s right – all aspects of life, not just your life as an employee, because we understand that there’s life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:

• 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 and 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

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

While performing the duties of this job, the employee is:

• 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

While performing the duties of this job, the employee is regularly required to:

• 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.