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

US.020 Houlihan Lokey Financial Advisors, Inc.; New York (NY); On-site; USD 160,000 - 210,000; Full time

Job summary

Houlihan Lokey, Inc. is seeking a Vice President for our Transaction Advisory Services practice in New York and other key U.S. offices.

You will lead buy-side and sell-side due diligence engagements, working with senior client executives and target management to quantify earnings quality and risk. You will mentor Analysts and Associates, collaborate across corporate finance, valuation and financial restructuring, and help with business development and client pitches in technology, business

Qualifications

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

Responsibilities

• 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, 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 trends, quality of earnings, working capital and net debt considerations, and potential liabilities and risks.
• Develop operational insights utilizing data & analytics to analyze profitability drivers and evaluate key risks and opportunities.
• Draft and review tailored transaction advisory reports on issues such as normalized earnings, management budget achievability, operational insights, indebtedness considerations, and post‑transaction working capital analysis.
• Review financial models and database systems.
• Develop professional networks 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.

Skills

Financial due diligence

Team leadership

Client relationship management

Analytical abilities

Communication skills

MS Office proficiency

Tableau

Alteryx

Education

Undergraduate degree

CPA designation preferred

Tools

Tableau

Alteryx

Excel

PowerPoint

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 deeply rooted industry expertise, broad international reach, and a partnership approach, the firm provides integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our transaction volumes provide data‑driven perspectives that help clients achieve critical goals.

Job Purpose

The open position is for a VP based in one of our New York, Atlanta, Dallas, Chicago, Houston or Boston offices within the Transaction Advisory Services practice, focusing on technology, business services, industrials, and financial services. As a professional in this group, you will work alongside a dedicated team of M&A financial and tax due diligence experts on an investment banking platform.

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, 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 trends, quality of earnings, working capital and net debt considerations, and potential liabilities and risks.
• Develop operational insights utilizing data & analytics to analyze profitability drivers and evaluate key risks and opportunities.
• Draft and review tailored transaction advisory reports on issues such as normalized earnings, management budget achievability, operational insights, indebtedness considerations, and post‑transaction working capital analysis.
• Review financial models and database systems.
• Develop professional networks 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, including at least 4 years of financial due diligence), preferably with a Big 4 firm.
• CPA designation preferred.

Preferred Qualifications

• Highly motivated with an exceptional work ethic and a demonstrated ability to work cooperatively with team members and client professionals.
• Demonstrated professional achievement and client service excellence.
• Health‑care 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 other data analytics packages preferred.
• Willingness to travel as needed.

Compensation & Benefits

Houlihan Lokey is committed to providing a competitive total compensation package, which may include discretionary incentive compensation. Salary range is $160,000 – $210,000, with actual salary at the time of hire depending on qualifications, skill level, service line and location. The firm also offers a competitive benefits package.

Equal Opportunity Employer

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.