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Transaction Advisory Services Manager
JOB DESCRIPTION
** THIS POSITION CAN BE BASED ANYWHERE IN THE US **
With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.
CBIZ is ranked as one of the top providers of accounting services in the United States. With more than 35 offices and more than 3,000 professionals in our Financial Services division, we serve the country’s growing mid-market public and private businesses. MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.
Beginning with the recent acquisitions of CMF Associates and Laurus Transaction Advisors, CBIZ is building a preeminent national private equity focused advisory firm and we’re looking for motivated and entrepreneurially minded transaction advisory professionals interested in advancing in their careers. Our service offering to private equity is broad and second to none and we’re looking for experienced transaction advisory services professionals who want to be a part of a growing national practice that promotes and compensates on the basis of that individuals’ ability and talent. Our team is comprised of experienced CPAs primarily from Big 4 backgrounds committed to serving middle-market private equity firms. If you like the fine details of mergers and acquisitions, consider CBIZ TAS. We are seeking an experienced professional to contribute to the continued growth and development of our client-centric firm.
Essential Functions and Primary Duties
- Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity investors.
- Write detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization.
- Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives.
- Responsible for engagement management, including preparing and presenting accounting findings and concepts.
- Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
- Contribute significantly to the development and training of junior staff members.
- Possess the ability to review and critique project databooks and reports prepared by engagement team members.
- Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Partners.
- Work on multiple projects of varying size and complexity.
- Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.
Preferred Qualifications
- A minimum of 4-6 years of applicable work experience including experience in one of the following (preferably with a Big 4 public accounting firm or other top ten national firm): financial audit, transaction advisory services, investment banking, financial consulting or other M&A experience.
- A minimum of 1-3 years of experience in the transaction advisory services practice of a Big 4 firm or other top ten national firm, including experience in the role of Manager within a transaction advisory services practice.
- Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project.
- Advanced MS Excel skills and strong working knowledge of other MS Office applications
- Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential.
- Strong verbal and written communication skills.
- Experience working in a fast-paced environment and ability to manage multiple projects and deadlines.
- Consistently display leadership capabilities.
- Possess an uncommon drive and entrepreneurial spirit.
Minimum Qualifications
- Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
- 6 years of experience in public accounting or related field
- 3 years of supervisory experience preferred
- Licensed CPA/equivalent certification is preferred
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs (REASONABLE ACCOMMODATION
If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
EQUAL OPPORTUNITY EMPLOYERCBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.
Transaction Advisory Services Senior – Restructuring Services
Valuation Services Senior Associate
The Valuation Services Senior Associate will serve as a key member of RSM Valuation Services Consulting team taking substantial responsibility in performing multiple business valuation and financial advisory engagements simultaneously.
Our business valuation team performs valuations of business entities, intellectual property, intangible assets, common and preferred stock and other securities along with partnership interests, private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions and dispositions; taxation planning and compliance; financial reporting; bankruptcy and reorganization; litigation and dispute resolution; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs.
Basic Qualifications:
- Bachelor’s Degree in Finance, Accounting or related area of study
- 2 – 4 years of business valuation experience (Preferably from a global or national firm environment)
- Proficiency in MS Office
- Excellent financial modeling and writing skills
- Ability to travel as needed or requested
Preferred Qualifications:
- ASA or ABV credential or substantial Progress toward achieving
- Proven Ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent
- Experience with Option Pricing Models, Monte Carlo and Binomial Models
- Demonstrated ability to work independently to interface with client management, gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues
- Prepare financial Models and write technical reports
- Cultivate and maintain positive, productive, and professional relationships with colleagues and clients
- Team player
- Available to travel overnight as needed
- Strong project management skills
- Excellent verbal and written communication skills
- Demonstrated industry knowledge and business acumen
You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Associate – Financial Advisory Services ( Transaction Opinions)
Overview
Houlihan Lokey (NYSE: HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, valuation, and strategic consulting. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of our commitment to client success across our advisory services. Houlihan Lokey is ranked as the No. 1 M&A advisor for all U.S. transactions, the No. 1 global restructuring advisor, and the No. 1 global M&A fairness opinion advisor over the past 20 years, according to Thomson Reuters.
Scope
As the No. 1 global M&A fairness opinion advisor over the past 20 years, Houlihan Lokey enjoys industry-leading credibility in transaction opinions. Our dedicated Transaction Opinions group delivers fairness, solvency and valuation advisory services across a variety of situations including mergers, acquisitions, divestitures/spin-offs, recapitalizations, restructurings and activist shareholder situations. We provide advice to boards of directors, special committees and other constituents in valuing complex businesses and securities, understanding critical transaction issues, considering alternatives and rendering transaction opinions.
Job Description
We are looking for an Associate to be part of a dedicated team that focuses on complex analytics, financial models and valuation – and works hand-in-hand with other teams within our firm (i.e. M&A, industry groups, etc.) to deliver investment banking services to clients. Our Associates also work on stand-alone fairness, solvency and transaction-based valuation opinions. Associates support engagements and new business development by:
- Analyzing and explaining historical and projected financial information;
- Performing business and financial due diligence;
- Valuing companies, businesses and securities;
- Building complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities);
- Preparing board/special committee presentations supporting advice and opinions;
- Helping pitch engagements and participating in business development initiatives; and
- Building relationships and maintaining direct contact with current and prospective clients.
Qualifications
The ideal candidate would possess the following qualities and background
- Prior investment banking, valuation or related experience
- Advanced accounting, finance, financial modeling and analytical abilities
- Excellent oral and written communication skills
- Experience managing analysts or other personnel
- Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment
- Have a very strong work ethic, organizational skills and ability to multi-task
Additional consideration will be given to candidates who possess:
- An undergraduate degree with academic distinction and/or a graduate degree;
- At least three years of experience in financial services with at least one year of investment banking, valuation or related experience;
- A demonstrated ability to work cooperatively with all levels of staff
Consulting Manager, Financial Advisory – New York
Our Financial Advisory team advises client companies on restructuring & turnaround, performance improvement and commercial dispute advisory engagements. We work consistently in middle market and have expertise across industries including industrials, retail and consumer goods, energy, healthcare. We are seeking a Manager to join our Financial Advisory team in New York or Dallas.
The multi-faceted role you’ve been looking for… Managers play a vibrant, integral role at Huron. Their invaluable knowledge reflects in the projects they manage and the teams they lead. Managers build long-standing partnerships with clients, while collaborating with colleagues to solve their most important challenges. As a Manager, you’ll structure and develop work plans, complete complex models and conduct analysis, develop and expand client relationships and mentor junior staff on the engagement team. This benefits Huron profoundly as it promotes a culture of respect, unity, collaboration, and personal achievement.
Our environment inspires and rewards growth… Huron is big enough to offer the opportunity and exposure you need for your career growth—but small enough to give you individual attention for your professional development. Every Manager adds to who we are as an organization—and the more you evolve, the more we do.
Let’s get to work – together.
Qualifications:
Required:
- Minimum of 5 years’ experience in the areas of restructuring & turnaround, performance improvement or corporate finance consulting
- Demonstrate a high-level of proficiency with: 13 week cash flow forecast, integrated 3 statement financials, financial reporting (monthly operating reports, statements & schedules), operational improvement and overhead analysis, and pitchbook preparation
- Strong project and client management skills and ability to think strategically and help clients assess their problems
- BS/BA degree in Accounting, Finance or Economics and
- Willingness to travel 80-100% of the time
Preferred:
- MBA or advanced degree preferred
- Have or working toward one or more of the following certifications: CPA, CIRA, CTP, CFA, CDB
About Huron:
At Huron, we’re redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client’s challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work…together.
Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Financial Advisory Associate or Vice President
Our client, an independent investment banking and strategic advisory firm, is looking to add an associate and Vice President to their New York restructuring team. The ideal candidate has 3-8 years experience in a comparable restructuring group and an MBA or similar degree in Finance or Accounting. See below for additional details.
Responsibilities Include:
- Provide support to teams during client engagements
- Develop integrated financial modeling/projections, 13 week cash flow budgets, and other support as needed
- Prepare preliminary financial statement analysis of financials
- Draft and participate in the preparation of client reports
- Perform research on companies and industries to assist in the development and critique of client business plans and in preparation for new client proposals
- Gather and present information on industries, companies, and competitive environments
- Interact with clients, potential investors, attorneys and others as required
- Respond in a timely manner to requests for data, research, analyses, etc. as needed
- Preparation of pitch materials
Technical Skills:
- Strong organizational, written, communication and presentation skills
- Strong financial modeling and accounting skills and an understanding of key financial analyses (ratios, bridges, sensitivity analyses, etc.)
- Strong understanding of income statements, balance sheets and cash statements
- Strong forecasting capabilities including integrated model (IS/BS/SCF/Debt)
- Proficiency in Excel, PowerPoint, etc.
Soft Skills:
- Ability to manage multiple competing priorities in a lean-team, results-based, interactive environment
- Excellent interpersonal and communications skills in order to successfully interact with all levels of constituents and stakeholders
- Comfortable organizing, synthesizing, and presenting data to team members and/or clients
- Ability to quickly grasp understanding of client operations/processes/business objectives
- Comfortable in challenging client situations
- Ability to work under deadlines, prioritize and multi-task
- Appropriately handle confidential and sensitive information; proven exemplary work ethic
- Ability to complete tasks with limited supervision
Experience:
- 3-8 years of work experience in restructuring advisory, management consulting, investment banking, accounting, corporate finance, or private equity. Ideal candidate will have turnaround experience from prior employment
- BA/BS or MBA in Finance or Accounting; MBA or similar graduate degree
- Demonstrated understanding of managerial accounting and relationships of income statement/balance sheet/statement of cash flows
- Additional business experiences a plus
At Duff & Phelps, your work will help protect, restore and maximize value for our clients. Join us and together we’ll maximize the value of your career.
RESPONSIBILITIES:
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Examining historical trends and discussing significant fluctuations and non-recurring items between periods
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Assisting in identifying issues for purchase price reductions, deal restructuring, or deal termination
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Identifying post-acquisition steps to achieve anticipated earnings/cash flow improvements
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Assisting clients in identifying pre and post-acquisition transaction issues
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Identifying new business opportunities and developing long-term business relationships
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Managing and contributing to complex areas of the report-writing process
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Minimum of 2 years related accounting or finance work experience
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Bachelor’s in Accounting, Finance or other relevant discipline, or an MBA
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Public accounting experience
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Financial Due Diligence for private equity and strategic buyers
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Demonstrated superior analytical and problem solving skills
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Demonstrated interpersonal and client relationships skills
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Proven written and verbal communication skills
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Demonstrated proficiency in Microsoft Office, with focus on Word and Excel
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Flexibility to travel, as needed
Duff & Phelps is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability.
Job DescriptionThe Transaction Advisory Services Senior / Manager will be responsible for:
- Performing and/or managing challenging Transaction Advisory Services engagements (financial due diligence)
- Participating in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers
- Assisting or managing teams to generate a vision; establishing direction & motivate members; creating an atmosphere of trust; and, leveraging diverse views
- Developing and delivering quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations
- Identifying business opportunities and enhancing the go- to market strategies
- Overseeing the work, leading engagements, and guiding team members to ensure quality best practices
Required Skills
- 3+ years of relevant work experience
- Bachelor’s Degree in a related field
- Experience with: Audit (Financial); Cash Flows; Due Diligence; Financial Analysis; and, Mergers & Acquisitions
- Previous experience working within a Big 4, National, and/or Regional firm
- Successful track record of participating in a Transaction Advisory Service Practice (financial due diligence)
- Knowledge of the Private Equity Groups ( PEG)
- Solid problem solving and time management skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
Responsibilities:
- Performs financial due diligence for clients who are acquiring businesses
- Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
- Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
- Uses various software tools as designated by the firm
- Interacts with the other functional areas of the practice including tax, audit and other consulting practices
- Assists in preparing proposals and engagement letters
- Represents the firm in community activities and professional association
Basic Qualifications:
- Bachelor’s degree in Accounting
- Minimum of 6 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
- Supervision / Team Leadership experience
- Ability to direct and manage client engagements
- Excellent verbal and written communication skills
- Proficient with Microsoft Excel and Microsoft PowerPoint
- Ability to travel 25-30% overnight
Preferred Qualifications:
- CPA certification
- Networking and communicating with C-level executives
- Strong project management skills
- Evaluated as exceptional performer in current position
- Possess a good balance of strong audit skills and business acumen
- Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm
- Ability to be a self-starter and to be confident when interacting with clients and asking questions
- Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
- Ability to apply critical thinking and problem solving skills
- Preferred industry experience in one or more of the following: manufacturing, distribution, retail, healthcare, energy, and technology
You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Experience RSM US. Experience the power of being understood.
RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
A&M’s Transaction Advisory Group (TAG) has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Houston, Nashville, Los Angeles and San Francisco. TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. A&M TAG is seeking a Manager to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target’s quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.
What will you be doing?
As a Manager, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will provide our clients with an integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.
Responsibilities will include:
- Counsel and mentor Associates and Senior Associates.
- Manage and prioritize team responsibilities and proactively consult with Managing Directors and senior members of the team as appropriate.
- Maintain and update the budget and fee analysis as appropriate.
- Manage multiple chargeable and non-chargeable projects of varying size and complexity.
- Review and evaluate project databooks prepared by team members.
- 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, preparation of scope of procedures, scope changes, request lists) .
- Effectively manage day-to-day client interaction and relationships.
- Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
- Proactively recruit, train, and develop Associate and Senior Associates, including teaching training classes as applicable.
- Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.
- Assist Managing Directors and Senior Director in sales and business development efforts.
Who will you be working with?
We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values – integrity, quality, objectivity, fun and personal reward while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure.
How will you grow and be supported?
As a demonstration of A&M’s strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being . A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work.
Qualifications:
- A minimum of 5-7 years of audit and or 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 and SEC reporting
- High proficiency in Excel and PowerPoint
- Excellent interpersonal and communication skills
- Strong project management skills
- Flexibility to work as both a team member in a collaborative setting and as an individual contributor
- Ability to thrive and be effective in fast-paced settings