Director - Transaction Advisory - Financial Due Diligence
$200kAlvarez & Marsal
Director Transaction Advisory/Financial Due Diligence
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging workguided by A&M's core values of integrity, quality, objectivity, fun, personal reward, and inclusive diversityare why our people love working at A&M.
Global Transaction Advisory Group (Tag) is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. Tag professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (Ets) advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.
A&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.
We are seeking a director to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. Tag professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.
As a director, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will provide our clients with an integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with big four quality financial accounting and tax services to drive value throughout the investment lifecycle.
Responsibilities will include:
- Counsel and mentor associates, senior associates and managers.
- Effectively lead the team in conversations with clients and lenders.
- Manage and prioritize team responsibilities and proactively consult with managing directors and senior members of the team as appropriate.
- Oversee all aspects of deals with limited guidance from managing directors.
- Manage multiple chargeable and non-chargeable projects of varying size and complexity.
- Identify potential transaction risks and implement strategies to address risks.
- Generate a full due diligence report.
- Lead the quality of earnings, p&l and working capital analyses.
- Communicate regularly with clients regarding engagement matters (e.g., billing, status updates, preparation of scope of procedures, scope changes, request lists).
- Effectively manage day-to-day client interaction and relationships and continue to emphasize the capabilities of a&m to clients.
- 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 (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of t&es billed by all team members).
- 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 strive to cross-sell tag and other a&m services, as opportunities arise.
- 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.
- Appropriately manage engagement risk and potential client or engagement issues.
Qualifications:
- A minimum of 8-10 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.
- 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.
The base salary is $200,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, a&m offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Regular employees working 30 or more hours per week are also entitled to participate in alvarez & marsal holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, ad&d, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from alvarez & marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding a&m's benefits programs.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
A&M does not require or administer a lie detector tests as a condition of employment or continued employment. It is unlawful in massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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