Job Title: Transaction Advisory Services Manager- Director (Dallas, Houston, Denver, or Remote)
Join this well-known CPA firm as a Transaction Advisory Services Manger, Senior Manager, or Director. In this role you will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. You will regularly work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.
Responsibilities:
- Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
- Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities
- Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members,
- Coordinate services as needed with other practice areas of the firm
- Build relationships with existing clients, including involvement in networking and business development activities
- Provide both leadership and supervision to Staff and Seniors
Qualifications:
- Bachelor's degree with a major in accounting or related field required, CPA Preferred
- Minimum of 5 years of related experience required with at least two years' experience supervising and training
- Proven experience leading transaction services or Assurance/External Audit engagement teams at a large national professional services firm preferred
- Must have the ability to analyze complex business and transaction situations
- Proven experience in managing multiple client engagements simultaneously and learning new business quickly with strong motivation to meet client deadlines and provide excellent client service
- Strong verbal and written communication skills including the ability to effectively present to large or small groups
- Self-directed professional with strong interpersonal skills and marketing abilities required
- Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills
- Ability to travel as needed, approximately 15%