Director - Transaction Advisory - Financial Due Diligence

Overview

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and helping them reach their potential. Our culture values independent thinkers and doers who positively impact clients and shape the industry. Our collaborative environment and engaging work are guided by core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity.

Description

Director – Transaction Advisory/Financial Due Diligence

The Team

Global Transaction Advisory Group (TAG) is a subsidiary of A&M, providing global leadership and advisory services across industries. TAG professionals specialize in 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 worldwide. A&M’s TAG team has opportunities in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles, and San Francisco.

We are seeking a Director to bring energy, passion, and expertise to help clients get the answers they need to close deals. We provide private equity and corporate clients buy-side and sell-side financial accounting due diligence. TAG professionals assess a target’s quality of earnings, analyze cash flows, review working capital, identify key business drivers, review forecasts, and conduct discussions with management and advisors.

How You Will Contribute

As a Director, you will work with a motivated team on a variety of projects across industries including manufacturing, distribution, consumer, retail, restaurants, business and industrial services, healthcare, software & technology, energy, and financial services. You will provide clients with an integrated due diligence approach that goes beyond traditional quality of earnings analyses and focuses on key value drivers for sponsors and lenders. Our approach combines deep operational, functional, and industry expertise with high-quality financial accounting and tax services to drive value throughout the investment lifecycle.

Responsibilities

• 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 team members.
• 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, scope of procedures, scope changes, request lists).
• Effectively manage day-to-day client interaction and relationships and emphasize A&M capabilities.
• Develop and propose creative solutions to engagement and transaction risks and resolve issues effectively.
• Help engagement executives maximize client value (e.g., monitor engagement leverage, staff efficiency, and T&Es billed).
• Proactively recruit, train, and develop TAG staff at all levels.
• Engage in training initiatives, including developing and teaching courses as appropriate.
• Display a core understanding of TAG services (FDD/ODD) and cross-sell TAG and other A&M services where opportunities arise.
• Abide by risk management guidelines and engagement review memo procedures.
• Gather conflict check information and coordinate with Managing Directors on engagement codes and requirements.
• Assist Managing Directors and Senior Directors in sales and business development efforts.
• Contribute to sales pursuits by generating new client business or expanding existing client engagement.
• Appropriately manage engagement risk and 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 part of a team and as an individual contributor
• Ability to thrive in fast-paced settings

Your journey at A&M

We recognize our people as the driving force behind our success. We prioritize an employee experience that fosters professional and personal development, with a robust performance development process, top-notch training, and on-the-job learning opportunities. We emphasize well-being through benefits and resources, a collaborative culture, and opportunities for growth.

The base salary is $200,000 annually, dependent on variables including education, experience, skills, and geography. A discretionary bonus program is offered based on multiple factors including individual and firm performance. Please ask your recruiter for details.

Regular employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits (healthcare, flexible spending and savings accounts, life, AD&D, disability coverages) with a 401(k) plan. Eligible employees may receive a discretionary 401(k) contribution. Click here for more information regarding A&M’s benefits programs.

A&M recruits on an ongoing basis. Candidates are considered as they apply until the opportunity is filled. We encourage qualified candidates to apply expeditiously.

A&M does not require or administer lie detector tests as a condition of employment. It is unlawful in Massachusetts to require or administer such tests. Violations may lead to penalties.

Inclusive Diversity & Equal Opportunity

A&M celebrates independent thinkers and doers who positively impact clients and shape the industry. We foster an inclusive culture and encourage everyone to bring their whole self to work. Equal opportunity employment statements and policy information are available by region.

Unsolicited Resumes

We do not accept unsolicited resumes from third-party recruiters unless engaged for a specified opening. Submitting entities may be eligible for potential hire at A&M’s discretion without a fee owed to the submitting agency.