Managing Director, Transaction Advisory Services
Confidential
Managing Director, Transaction Advisory Services
About the Company
Globally recognized organization providing transaction advisory services with extensive resources and collaborative teams.
Industry
Accounting
Type
Partnership
About the Role
The Company is seeking a Managing Director for Transaction Advisory Services (TAS) to lead and drive impactful M&A advisory services, particularly for middle-market transactions. The successful candidate will be responsible for leading both buy-side and sell-side engagements, capital raising, and financial sponsor coverage. This role requires a dynamic individual with a minimum of 10 years' experience in M&A advisory services, a Bachelor's degree in business, finance, or a related field, and an MBA is preferred. The Managing Director will be expected to collaborate with regional teams across multiple countries, build and grow their own franchise, and contribute to a culture of inclusivity and excellence. Key responsibilities include developing and executing sales and marketing strategies, mentoring and developing staff, ensuring the quality of client deliverables, and managing day-to-day aspects of client relationships and projects. The ideal candidate for the Managing Director, TAS position at the company will have a proven track record in generating new business, cultivating client relationships, and a strong proficiency in MS Office applications. They should possess excellent leadership and management skills, with the ability to lead within a matrixed organization, and have experience in marketing services to enhance the organization's visibility and reputation. The role demands a leader who can communicate complex regulatory, financial, and strategic issues clearly, and who is adept at engaging with diverse teams and clients to ensure successful outcomes. While not mandatory, preferred sector experience includes technology, industrials, consumer, healthcare, ADG, and business services. The position is well-suited for a candidate who can position themselves as a leader in a hybrid work environment, balancing flexibility and collaboration.
Functions
- Finance
- Business Development
- ...engagements. Undertake highly technical advisory projects under Director & partner supervisionBe responsible... ...clients on pre and post-acquisition transaction issuesIdentify new business... ...and contributing to further develop services for clients Essential Traits:Demonstrable...SuggestedTemporary workWork experience placementWork at office
$160k - $210k
...Financial And Valuation AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan Lokey, Inc. (NYSE:... ...the financial executives, boards of directors, special committees, investors, and... ...earnings, achievability of management’s budget, operational insights, indebtedness...SuggestedFull timeWork at officeWorldwide- ...leading professional services advisor to middle-market... ...in accounting, tax, advisory, benefits, insurance,... ...experienceAbility to manage deadlines, work on multiple... ...is seeking a Managing Director with strong public... ...track record delivering transaction-oriented accounting and...Suggested
- ...leading professional services advisor to middle-market... ...in accounting, tax, advisory, benefits, insurance,... ...experienceAbility to manage deadlines, work on multiple... ...is seeking a Managing Director with strong public... ...track record delivering transaction-oriented accounting and...SuggestedPart time
$125k - $145k
Job Summary:The Experienced Manager, Strategic Projects, Accounting Advisory Services manages the full-life cycle of an assigned finance and accounting engagement... ...accounting knowledge by properly recording transactions in a general ledgerUnderstands the technology packages...SuggestedWork at office$155k - $410k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelDirectorJob Description & SummaryThe OpportunityAs a Director in Deals - Capital Markets Accounting... ...accounting, financial reporting, transaction structures, and capital markets topics....Full timeH1b$99k - $232k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelManagerJob Description & SummaryThe OpportunityAs a... ...strategic guidance on technical accounting, financial reporting, transaction structures, and capital markets topics. You will advise...Full timeH1b$195.42k - $370.53k
The KPMG Advisory practice is at the forefront of transformation... ...seeking a Technical Director - Accounting Advisory Services in Accounting Advisory... ...advisory assistance on transactions involving consolidation,... ...development team of associates to managers around similar technical...H1bLocal area$79.8k - $168k
...Job Summary: The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. Our M...Full time- ...CBZ) is a leading professional services advisor to middle-market... ...expertise in accounting, tax, advisory, benefits, insurance, and technology... ...required licensesAbility to manage all aspects of client... ...account reconciliationsProvide transaction-oriented accounting and reporting...Work at office
- ...leading professional services advisor to middle-market... ...in accounting, tax, advisory, benefits, insurance,... ...required licensesAbility to manage deadlines, work on... ...business needsThe FAAS Director leads client service... ...reporting, SEC reporting, transaction support, and...
- ...Vice President of Transaction Services About the Company Top-tier advisory firm Industry Management Consulting Type Privately Held About the Role The Company is seeking a Vice President of Transaction Services to join their dynamic team. The successful...
$183.4k
...is located. Role will be required to travel.We are seeking an inspirational leader to shape and elevate our Global enterprise Advisory Services presence across the United States, Japan, and Asia/Pacific. In an increasingly complex market, our HQ, regional HQ, and enterprise...Full timePart timeImmediate startWorldwide- ...Managing Director, M&A Advisory About the Company Full-service financial advisory platform serving middle-market companies with M&A, capital markets, and valuation... ...role include leading M&A and capital markets transactions across various sectors, managing the deal...Remote work
$200k - $220k
...your resume. Salary: $200,000 - $220,000 per year A bit about us: Were expanding aggressively in California, and this Area Manager will have the unique opportunity to shape the direction of our Northern California Division. Were seeking a humble, collaborative,...For contractorsLocal areaImmediate startFlexible hours$119.5k - $329.5k
...disputes, navigating crises, managing risk and optimizing performance... ...to complex business transactions.What You'll DoAs an SEC & Accounting Advisory Senior Director, you will supervise the day-to... ...and generate additional client service opportunities through high quality...Full timeWork at office$87k - $195k
...Excellence . Both our client service and culture are second to... ...Stout's Accounting & Reporting Advisory practice is expanding its Strategic... ...title is equivalent to a Manager-level role, typically... ...broader finance transformation and transaction advisory platform. This role...Interim roleWork at officeLocal areaFlexible hours- .... (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide... ...and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ... ...or equivalent certificationAbility to manage deadlines, work on multiple assignments...Work at office
$112.1k - $225.5k
...leading provider of professional services to the middle market... ...forecasting, valuation, and transaction-related analyses.Develops and... ...materials for executive, board, and management audiences.Serves as a... ...activities in a consulting, advisory, banking, or corporate environment...Full timeWork experience placementInternshipLocal area$101k - $203k
We are the leading provider of professional services to the middle market globally, our purpose is to instill... ...RSM.Job ResponsibilitiesManages multiple accounting advisory engagements supporting capital markets transactions and complex accounting matters.Applies strong...Full timeWork experience placementInternshipLocal area$250k
...President on our Healthcare Services and HCIT team in New York, NY... ...experienceMeaningful M&A transaction experience requiredAbility to... ...and financial modelingClient management skillsAbility to build relationships... ...sponsors to provide advisory and financing services related...Full time$170k - $267.5k
Head of Financing Solutions Front Office Trading Services, Managing Director Who we are looking for We are looking for a Managing Director to... ...in post-trade lifecycle management, securities financing transactions, exception management, operational risk oversight, and client...Full timeTemporary workWork at officeFlexible hours- CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services in the middle-market. We have offices in Denver, Detroit, and Boston. We work with private equity firms and their portfolio companies, founder-owned businesses, investment banks, and...Interim role
$70k
...Responsibilities: We currently have an opening for an Advisory Services Analyst- Project Manager with a strong interest in project management in our Medicaid... ...management activities, such as helping project directors plan and manage complex projects and designing, implementing...Contract workFor subcontractorLocal area$126.5k - $254.7k
...provider of professional services to the middle market... ....RSM is looking for a Director to join our Deals... ...practice with a focus in Transaction Accounting service line... ...business.Responsibilities:Manage multiple concurrent... ...financial or business advisory guidance to...Full timeWork experience placementInternshipLocal area- ...clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction... ...Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and... ...unparalleled results. The Managing Director, Office of the CFO role at Portage...Interim roleWork at officeRelocation
$170k - $180k
Manager - Transaction Services & Private EquityIn the United States -Boston | New YorkWe are looking for an experienced Private Equity/Commercial Due Diligence professional to help expand our Transaction Services and Private Equity (TSPE) US practice together with the...Private practiceWork at officeLocal areaWork from homeFlexible hours$109.5k - $273.8k
...or San Francisco office 2-3 days per week.Team OverviewIQVIA Advisory Services is a newly established space within IQVIA but the success of... ...and communications, emerging market expansion, lifecycle management.Role & ResponsibilitiesOn the Advisory Services team, you will...Full timePart timeWork at officeImmediate startWorldwide2 days per week3 days per week$161.93k - $269.88k
Position Summary The Senior Manager will play a key role within our Capital Markets Transactions (CMT) group within Assurance--... .... At Deloitte, we provide services using an approach designed to... ...operations of IPO, SPAC, and other CMT advisory engagements. You’ll closely...Work at officeLocal areaRemote workVisa sponsorship$101k - $203k
...leading provider of professional services to the middle market... ...strategic finance, FP&A, and transaction-related engagements.Develops... ...presentation materials for management and executive audiences.Coordinates... ...in a consulting, advisory, banking, or corporate environment...Full timeWork experience placementInternshipLocal area
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