Here are sample job advertisements for these types of roles…
Analyst – Global Transaction Analytics
Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.
With over 4,500 people across four continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M’s restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what’s really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.
Global Transaction Analytics
A&M’s Global Transaction Analytics (GTA) practice, within our Transaction Advisory Group, has an exciting opportunity to join a fast-growing team in New York, Atlanta, Boston, Chicago, Houston, Nashville, Miami, Los Angeles and San Francisco. We are seeking an Analyst to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done across the investment lifecycle from pre-deal to post-deal analysis.
A&M GTA provides data analytics services to clients to uncover maximum actionable insights to support their M&A, divestment and investment strategy. GTA is a global team which leverages market leading technology, advanced analytics capabilities, and A&M’s operational, functional and industry expertise to drive relevant business insights. Our global team provides analytics as a service to private equity and corporates across the transaction lifecycle.
TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. 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 earnings, 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 an Analyst in our GTA practice, 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 add value to our clients by offering data-enabled business, financial, and operational transparency during pre-acquisition due diligence or post-acquisitions performance improvement projects.
Responsibilities will include:
- Assist with numerous client engagements
- Extract insights from data sets and trends by utilizing different tools and techniques
- Effectively facilitate day-to-day client interaction and relationships
- Work cohesively and collaboratively across stakeholders
- C ounsel and mentor junior members of the team and continue to develop the team’s technical acumen
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, personal reward, and inclusive diversity 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:
- 1-2+ years of experience in data analytics or transaction services
- Buy-side/vendor due diligence experience across industries preferred
- Understanding of M&A / PE investment lifecycle preferred
- Bachelor’s or Master’s degree in Accounting, Business Administration, Statistics, Information Systems or a related field
- Understanding of data extraction, manipulation, analytics and visualization approaches
- Strong technical background with hands-on data analytics experience
- Proficiency in Microsoft Excel, relational databases/SQL querying, Alteryx, Python, R, business intelligence/visualization (Tableau preferred), big data and machine learning concepts
- Ability to leverage business intelligence software
- Ability to communicate complex technical concepts in a through yet concise manner
- Exceptional project management skills
- Excellent interpersonal and communication 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
Diversity & Inclusion
A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity and we foster inclusiveness. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Voluntary Inclusion
It is Alvarez & Marsal’s policy to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor in accordance with all applicable laws and regulations.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters were engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Transaction Support Analyst
This team serves two primary functions with regard to each engagement. First, they prepare the marketing strategy and materials for the client. Second, once the client goes live on the market, they provide technical expertise to the sales team on matters such as responding to potential acquirers’ accounting questions, negotiating working capital thresholds, and defending add backs to EBITDA.
Success will require an eagerness to speak with clients and potential acquirers, to learn how to gain the confidence of business owners, to have occasional difficult conversations in which you must defend your position while remaining professional and positive, and to assist in the team effort to achieve successful transaction closings. As the team’s go-to resource for all issues of accounting, you will be touching a number of different client files each day and performing a variety of accounting-related roles from hour to hour.
Our clients’ accounting system of choice is, overwhelmingly, QuickBooks. Sage products and industry-specific programs place a distant second and third. Our clients’ statements are rarely audited or reviewed. Due to the sensitive nature of selling a business, our clients, who are typically owner-operators, are reluctant to bring their in-house accounting team (which may simply be a bookkeeper) into the process until the final stages. Their outside accountants typically have little or no M&A expertise. Yet our clients have built successful, often nationwide, businesses with revenues of $10 to $100 million. These businesses are attractive to a range of acquirers though primarily to private equity funds and publicly-traded entities. As a result, these acquirers tend to bring Ivy League MBAs, Big 4 accounting firms (or CLA, CBiz, McGladrey, or BDO for smaller transactions), and very sophisticated financial analysis to the table. As a result, Benchmark International’s team must bridge a significant gap between what its seller clients can provide and what these buyers and their advisors demand, and our Accounting and Financial Analysis Associates are obviously an important part of making that happen.
Our teams are sector agnostic. Recent closings include companies in the healthcare, software, and professional services industries, among others. As a result, this role involves not only a range of activities within and beyond traditional accounting but will also ensure variety by allowing you to deal with a wide range of industries on a regular basis.
Job Responsibilities
Your specific duties as a Transaction Support Analyst will include:
- Serve as the team’s go-to resource for accounting issues and financial analysis.
- Summarize clients’ historical financial performance using internal financial statements, tax returns, management reports, and accountant-prepared documents to create presentation-quality marketing data.
- Identify trends, anomalies, and errors in client financial statements, discuss with clients, and annotate marketing data accordingly.
- Identify, support, and defend add backs to clients’ cash flow and EBITDA.
- Write all or a portion of a client’s one-page teaser and 30 to 60-page detailed information memorandum to be used in marketing the company.
- Participate in responding to key aspects of the acquirer’s due-diligence process to preserve the transaction’s value to the client.
- Lead highly-sensitive net working capital negotiations as a transaction approaches closing.
Job Requirements
As your team’s Transaction Support Analyst, you must be an energetic and passionate individual with a positive and highly motivated can-do attitude. Success will require a strong desire and ambition to succeed in this demanding but rewarding industry. It is also vital that you possess analytical, mathematical, interpersonal, verbal and written communication, and negotiating skills, as well as presentation abilities. Each of our Transaction Support Analysts are in a client-facing role and thus must be able to convey bad news and deal with clients’ unique sensitivities while keeping each client moving through the company sales process at a steady pace.
Specific qualifications for this position include:
- Ability to read, analyze and interpret financial statements, tax returns, business periodicals, professional journals, technical procedures, and governmental regulations.
- Ability to write reports, business correspondence, and marketing materials in clear, concise business English.
- Ability to effectively present information and respond to questions from managers, clients, and acquirers.
- Empathy, emotional intelligence, and compassion for business owners undergoing a highly emotional, life-defining change.
- Ability to define problems, collect data, establish facts, and draw and defend valid conclusions.
- Advanced proficiency in Excel including the ability (i) to craft new worksheets as necessary to analyze and explain unique situations, (ii) to convert data into a wide array of graphic presentations, and (iii) to assist other team members in less advanced Excel features.
- Standard proficiency in personal computing skills including use of Outlook, Word, PowerPoint, and Acrobat.
- Commercial understanding and awareness of business and operations in various industries.
- Ability to handle multiple tasks simultaneously.
- Ability to handle a rigorous schedule of deadlines.
- Experienced in professional business writing preferred; including writing business plans and information memorandums.
- Prioritization and organization skills.
- No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities or real estate regulatory bodies.
- Ability to obtain QuickBooks for Accountants certification within 180 days of employment.
- Bachelor’s, or advanced degree, with a concentration in Finance, Marketing, or Accounting, or an unrelated degree with significant work experience in one or more of these fields.
- Availability for occasional travel.
Salary
This position will receive salary plus in the range of $45,000 to $50,000 plus commissions tied to a percentage of revenue obtained from the team’s closing and an additional end-of-year bonus if the team’s target is achieved. On-target earnings is set at $60,000 to $65,000+. As a result of this structure, overall compensation can vary from year to year based on team success.
Benefits
All Benchmark International positions offer paid time off, standard holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending accounts; and flexible dependent care assistance accounts. Quarterly team outings and standing desks are employee favorites at present.
Social Responsibility
Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees as a result of their personal passions for supporting particular needs. In addition, each employee is encouraged to use two paid work days per year to provide their labor and skills to the community.
Transaction Advisory Services Senior Associate
Looking to work in a dynamic, rapidly growing, Transaction Advisory practice within a firm that encourages a work life balance?
WithumSmith+Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business.
Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive – to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
We are currently accepting applications for a Senior Associate in Transaction Advisory that will support our firm nationwide. As a Senior Associate you will be a vital member of the team executing and delivering financial diligence project work. You will:
- Analyze target company data and build data books and financial models for financial due diligence engagements
- Coordinate with project team leaders on diligence focus areas and provide real-time communications of issues and deal considerations
- Participate in management discussions regarding business performance and key questions developed during the data analysis phase
- Work with project team leaders to evaluate quality of earnings, normalized working capital, and items affecting future cash flows
- Prepare concise and meaningful analysis to be used in our reports that set out our findings and recommendations around the key financial and business issues in a transaction
- Identify integration, separation and post-transaction transition issues
- Participate in relevant marketing and business development activities
- Contribute to the ongoing development of M&A best practices
Skills and attributes for success:
- Project execution of financial due diligence engagements with the ability to always meet deadlines
- Ability to analyze financial and operational results of businesses to be acquired or sold through reviewing accounting records, complex data sets, and understanding the drivers of the business
- Constantly researching industry trends and technologies
- High competencies with data analysis, modeling and data interrogation techniques using excel and/or other software packages
- Applies critical thinking and problem-solving skills daily
To qualify for the role you must have:
- A bachelor’s degree in Accounting or Finance and 2+ years of related M&A work experience; supported by an active CPA certification or in the process of obtaining one
- Public accounting experience
- Working knowledge of US GAAP and SEC reporting
- High proficiency in Excel and PowerPoint
- Excellent analytical skills and the confidence to translate complex data into meaningful insights
- The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
- Excellent interpersonal and communication skills
- Must be willing and able to travel up to 40% on short notice
Ideally, you’ll also have
- A proven record of excellence in data analysis or a merger &r acquisitions transactions role
- Experience gained within another large professional services organization
- The desire to be a long-term contributor to a dynamic team
Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran.
Director, Transaction Excellence
Support to project leads for deal structure and transaction issues, including active involvement in and often leading or co-leading term sheet and contract negotiations with third parties
Regularly reviews and provides detailed comments on term sheets and complex licensing agreements;
Escalates meaningful issues to Head of Transactional Excellence for advice and resolution
Highlights deviation from standards on financial and key licensing clauses (e.g: licensed rights, payments, governance, IP, termination)
At key project steps, participates in briefings with Business Development Project Leader and senior management (including, for example Head of Pharma Partnering) to facilitate decisions and if appropriate escalation to top management to move to the next step. While the project lead provides justification for project scope, objectives, competitive environment, medical and scientific fit, the Transactional Excellence Director provides the rationale for proposed deal structures, financials with comparables as well as for any major deviation from standard clauses with resulting risks and consequences.
Takes a lead in developing the transaction and negotiation skills of project leaders through active mentoring and coaching during transactions and through developing and delivering training materials on complex license agreement topics.
Experience:
Prefer Advanced Degree in Science, Business or Law, 5+ years BD experience in Pharma industry, successful portfolio of negotiations with 3rd parties of licensing and/or M&A deals with main negotiation role and responsibility, track record of managing projects in a complex and multiple project environment, has shown best practice in leading and motivating teams, thorough understanding of internal corporate functions – including corporate finance, accounting, and IP trade practices.
Who We Are
Genentech, a member of the Roche group and founder of the biotechnology industry, is dedicated to pursuing groundbreaking science to discover and develop medicines for people with serious and life-threatening diseases. To solve the world’s most complex health challenges, we ask bigger questions that challenge our industry and the boundaries of science to transform society. Our transformational discoveries include the first targeted antibody for cancer and the first medicine for primary progressive multiple sclerosis.
Diversity and Inclusion (D&I) are critical to the success of our company and our impact on society. We believe that by championing diversity of background, thought and experience, we can foster a sense of belonging and provide an environment where every employee feels valued, included, and able to contribute their best for the patients we serve. We’re focused on attracting, retaining, developing and advancing our people to their full potential by rewarding bold ways of thinking and integrating inclusive behaviors into every aspect of our work.
The next step is yours. To apply today, click on the “Apply for this job” button.
Genentech is an equal opportunity employer & prohibits unlawful discrimination based on race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, disability, marital & veteran status. For more information about equal employment opportunity, visit our Genentech Careers page . Job Facts JOB FUNCTION
Strategic Business Development COMPANY/DIVISION
Pharmaceuticals SCHEDULE
Full time JOB TYPE
Regular