Vice President, Transaction Advisory Services
Confidential
Vice President, Transaction Advisory Services
About the Company
Established over 50 years ago with billions in assets and broad strategic advisory expertise.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Vice President for its Transaction Advisory Services. The successful candidate will be responsible for leading and managing financial due diligence projects, with a focus on M&A activities. This role involves working closely with private equity and corporate clients to provide expert guidance on financial, IT, and tax due diligence, as well as business analytics and technical accounting matters related to corporate transactions. The ideal candidate should have a strong background in financial due diligence, including experience with SEC reporting, purchase accounting, and transaction-related issues. A CPA is required, or the candidate must be actively pursuing a CPA. Familiarity with data analytics packages is preferred. Applicants for the Vice President position in Transaction Advisory Services at the company should have an undergraduate degree from an accredited institution and a minimum of 8 years' of financial due diligence experience, with a preference for those who have worked with a Big 4 firm. The role demands a professional with a deep understanding of US Generally Accepted Accounting Principles and a proven track record in M&A financial due diligence. The candidate will be expected to lead a team, manage client relationships, and contribute to the strategic growth of the practice. The company values diversity and is an equal-opportunity employer.
Functions
- Finance
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$200k - $220k
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$200k - $250k
...through situational needs such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt... ...plus years of progressive experience in financial consulting, advisory services or audit, with meaningful experience in transaction-driven,...- ...collaboratively with an integrated client service team to provide clients with... ...Wealth Management. As a Vice President, Private Wealth Planner... ...5-1 plans, derivative-based transactions, and exchange funds) is a... ...-based investing, financial advisory at a broker-dealer, RIA and/...Work at office
- ...cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI),...Interim roleWork at officeRelocation
- ...Morgan Wealth Management - Vice President - Private Wealth Planner J.P... ...collaboratively with an integrated client service team to provide clients with... ...5‑1 plans, derivative‑based transactions, and exchange funds) is a... ...‑based investing, financial advisory at a broker‑dealer, RIA and/...Work at office
$250k - $375k
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...join our Banking Practice with a focus on Account Growth & Advisory . This role is designed for an entrepreneurial, client-focused... ...with West Monroe's full portfolio of technology and consulting services. Achieve individual account growth objectives while...Local areaImmediate startFlexible hours- ...acquisitions, capital solutions, financial restructuring, and valuation advisory. Business Unit Corporate Finance Industry... ...Job Description Lead end-to-end execution of complex M&A transactions, coordinating business due diligence and guiding clients through...
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