-In this leadership role, you will have the opportunity to utilize your technical, analytical, operational, management and client service skills to:
-Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and assist with the evaluation of the potential transaction in the context of their clients’ investment strategy.
-Analyze detailed financial statement information including income statement, balance sheet, cash flow, and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions. Assess the quality of the target company's reported earnings, net assets, and cash flows.
-After an investigative analysis, assist in the preparation of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Assist the team in further articulating how such findings should be incorporated into the client's valuation and sale/purchase agreement, and provide other negotiating points.
-Participate in meetings and conference calls with target company management and with client personnel and will serve as a secondary point of contact for client personnel with respect to day-to-day execution matters. Between transactions, assist with building/maintaining client relationships.
The successful candidate will:
-Act as lead on Quality of Earnings, P&L and Working Capital analysis
-Regularly communicate with client as to engagement issues (e.g., billing, status updates, scope changes) including preparation of scope of procedures, request lists, etc.
-Effectively manage day-to-day client interaction and relationships
-Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution
-Manage and coach staff for top performance and to meet project deliverables
-Possess the ability to review and critique project databooks prepared by team members
-Possess appropriate report writing skills in order to write full due diligence reports
-Display the ability to manage and prioritize team responsibilities, and proactively consult with Managing Directors and senior members of the team as appropriate
-Manage multiple chargeable and non-chargeable projects of varying size and complexity
-Maintain and update, as appropriate, the budget and fee analysis
-Consistently display leadership capabilities
-Actively recruit, train, and develop staff
-Assist Managing Directors in sales efforts
Requirements:
-Bachelor’s degree required in Accounting, Taxation or related field
-10+ years experience in public accounting or related field, due diligence experience at major consulting firm
-4 years of supervisory experience preferred
-Must have active ACA or equivalent certification
-Strong project management skills, able to manage all aspects of client engagements, meet deadlines, work on multiple assignments and prioritize each assignment as necessary
-Excellent interpersonal and communication skills, be able to articulate to senior members of target management, client representatives and colleagues
-Must be highly proficient in Excel, as well as in other applicable technology
-Must be able to travel based on client and business needs