Here are sample job postings for Transaction & Financial Advisory roles...
Transaction Advisory Services Manager
CBIZ
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
Preferred Qualifications
Minimum Qualifications
EY
Our Transaction Advisory Services (TAS) team works with clients to manage their capital agenda to drive competitive advantage and increased returns. As part of a global team of 10,000 professionals in 100 countries, you will advise clients on preserving, optimizing, raising or investing capital. Major groups (or, as we call them, sub-service lines and competencies) within TAS include Mergers and Acquisition Services, Project Finance, Restructuring Services, Operational Transaction Services, Transaction Support, Transaction Tax, and Valuation and Business Modeling.
Our global network of Restructuring Services professionals helps clients develop financial and operational strategies to improve liquidity, credit availability and shareholder return. Join this team and you will help clients evaluate capital options, capture greater transaction value and achieve strategic objectives – whether they are buying or selling a distressed asset, restructuring a business or dealing with underperformance, or looking to improve cash management.
With so many offerings, you have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Sound interesting? Well this is just the beginning. Because whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.
Houlihan Lokey
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:
The ideal candidate would possess the following qualities and background
Additional consideration will be given to candidates who possess:
Huron Consulting Group Inc.
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:
Preferred:
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.
the525group
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:
Technical Skills:
Soft Skills:
Experience:
Senior Associate, Transaction Advisory Services
Our professionals balance analytical skills, deep market insight and independence to deliver solid, defensible analysis and practical advice to our clients. As an organization, we think globally. We create transparency in an opaque world, and we encourage our people to do the same. That means when you take your place on our team, you’ll discover a supportive and collaborative work environment that empowers you to excel. If you’re ready to share your perspective with the world, then you can make a real impact here. This is the Duff & Phelps difference.Duff & Phelps’ Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing.
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:
REQUIREMENTS:
Transaction Advisory Services Senior / Manager
About the Opportunity: A professional services firm in New York City is currently seeking an experienced professional to join their growing staff as their Transaction Advisory Services Senior / Manager. In this role, the Transaction Advisory Services Senior / Manager will be responsible for focusing on buy-side and sell-side financial due diligence, working capital assistance, and divestitures.
Job Description
The Transaction Advisory Services Senior / Manager will be responsible for:
Required Skills