Vice President, Transaction Advisory Services (FDD) - Multiple Locations

Houlihan Lokey; Boston (MA); On-site; USD 160,000 - 210,000; Full time

Benefits offered by this job

Discretionary incentive compensation

Competitive benefits package

Job summary

Houlihan Lokey is seeking a VP for its Transaction Advisory Services in Boston, Massachusetts. This role involves leading M&A financial due diligence for corporate clients, managing analysts, and collaborating with various teams to ensure successful engagements.

Qualified candidates will possess a strong financial background with a minimum of 6 years of relevant experience, including a CPA. The position offers a competitive salary range of $160,000 - $210,000 along with comprehensive benefits.

Qualifications

• 6+ years of financial due diligence experience, preferably with a Big 4 firm.
• Strong knowledge of US Generally Accepted Accounting Principles.
• Healthcare transaction advisory experience preferred.

Responsibilities

• Lead buy-side and sell-side transaction advisory engagements.
• Review target company financial information to identify risks.
• Manage team members on engagements.

Skills

Financial due diligence

Analytical abilities

Communication skills

Microsoft Excel

Microsoft PowerPoint

Tableau

Data analytics

Education

Undergraduate degree from an accredited institution

CPA

Job description

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data‑driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Business Unit

Financial and Valuation Advisory

Industry

Transaction Advisory Services

Job Purpose

The open position is for a VP based in our New York, Atlanta, Dallas, Chicago, Houston or Boston office within the Transaction Advisory Services practice (including the following industries: technology, business services, industrials, and financial services). As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals on an investment banking platform. Houlihan Lokey is the only investment bank that has a dedicated TAS practice which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader corporate finance and capital markets businesses. You will develop and extend your financial, business development, and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies while greatly increasing your professional network.

Responsibilities & Deliverables

• Lead buy‑side and sell‑side transaction advisory engagements
• Drive discussions with senior client executives and target management
• Manage team members (Analysts and Associates) on engagements
• Cultivate and deepen relationships with key clients in addition to assisting MD with strategic pitching and business development initiatives
• Review target company financial information and other data to identify:
• Historical and projected financial and operating and commercial trends
• Quality of earnings
• Working capital and net debt considerations, and
• Potential liabilities and risks which impact valuation and negotiation of the target company
• Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company
• Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and post‑transaction working capital analysis
• Review financial models including database systems
• Develop professional network and relationships with firm, client and target professionals
• Review transaction agreements, customer and supplier contracts and develop valuation considerations
• Collaborate closely with corporate finance, valuation and financial restructuring colleagues

Basic Qualifications

• Undergraduate degree from an accredited institution
• 6+ years of financial due diligence experience (or a combination with audit experience, which must include at least 4 years of financial due diligence), preferably with a Big 4 firm
• CPA

Preferred Qualifications

• Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals
• Demonstrated professional achievement and client service excellence
• Healthcare transaction advisory experience
• Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
• Strong analytical abilities
• Exceptional verbal and written communication skills
• Strong command of Microsoft Word, Excel, and PowerPoint
• Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
• Ability and desired willingness to travel

Compensation And Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$160,000 - $210,000

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.