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Mergers & Acquisitions Manager

Description

Our client, an innovative mergers and acquisitions advisory firm focused on middle market companies, is seeking a Manager to handle financial analysis, risk assessment, business review and client transaction preparation. This role also supports the transaction closing team. They provide sell-side advisory services to companies across a broad range of industries, managing deals with a transaction value of $5 million-$250 million. Significant growth opportunity within the firm.



Responsibilities include:


  • Assisting in the fundamental underwriting (due diligence) and analytical efforts throughout the sell-side M&A process.

  • Managing and reviewing the work of associates as well as working with transaction teams throughout the entire transaction process.

  • Developing and demonstrating an ability to consistently represent the firm at site visits and client meetings.

  • Analytical activities, including:

  • Designing and creating projection models based on communicated concepts.

  • Designing and creating new spreadsheet-based analytical tools based on communicated concepts.

  • Due diligence activities, including:

  • Client analysis including identification of any inherent company/industry risks.

  • Organizing all due diligence materials and filling a data room

  • Drafting the financial analysis as presented in the Confidential Information Memorandum

  • Reviewing and overseeing junior team members’ due diligence activities.

  • Guidance and leadership during the marketing materials development, including preparation of reports, schedules, and final presentation materials as being available for ad-hoc reporting during negotiations with potential buyers.

  • Communicating any identified risks or perceived issues and supporting those facts to others on the deal team

Requirements

Requirements:


  • B.S. in accounting or finance.

  • Four to seven years of work experience in accounting, finance or advisory services.

  • Ability to execute against firm, often short-term, deadlines and manage multiple projects.

  • Aptitude for applying financial accounting, corporate finance, business analysis, and report writing to create and deliver valuation solutions.

  • Strong analytical and quantitative skills.

  • Self-motivated with the ability to handle and thrive with increased independence and managerial responsibilities.

  • Ability and willingness to travel (20-25%)

Job Snapshot

Location US-CT-Woodbridge
Employment Type Full-Time
Pay Type Year
Pay Rate $100,000.00 - $120,000.00 /Year
Store Type Accounting
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Company Overview

Creative Financial Staffing

CFS is a leading, employee-owned accounting and financial staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting & finance professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. Learn More

Contact Information

US-CT-Woodbridge
Snapshot
Creative Financial Staffing
Company:
US-CT-Woodbridge
Location:
Full-Time
Employment Type:
Year
Pay Type:
$100,000.00 - $120,000.00 /Year
Pay Rate:
Accounting
Store Type:

Description

Our client, an innovative mergers and acquisitions advisory firm focused on middle market companies, is seeking a Manager to handle financial analysis, risk assessment, business review and client transaction preparation. This role also supports the transaction closing team. They provide sell-side advisory services to companies across a broad range of industries, managing deals with a transaction value of $5 million-$250 million. Significant growth opportunity within the firm.



Responsibilities include:


  • Assisting in the fundamental underwriting (due diligence) and analytical efforts throughout the sell-side M&A process.

  • Managing and reviewing the work of associates as well as working with transaction teams throughout the entire transaction process.

  • Developing and demonstrating an ability to consistently represent the firm at site visits and client meetings.

  • Analytical activities, including:

  • Designing and creating projection models based on communicated concepts.

  • Designing and creating new spreadsheet-based analytical tools based on communicated concepts.

  • Due diligence activities, including:

  • Client analysis including identification of any inherent company/industry risks.

  • Organizing all due diligence materials and filling a data room

  • Drafting the financial analysis as presented in the Confidential Information Memorandum

  • Reviewing and overseeing junior team members’ due diligence activities.

  • Guidance and leadership during the marketing materials development, including preparation of reports, schedules, and final presentation materials as being available for ad-hoc reporting during negotiations with potential buyers.

  • Communicating any identified risks or perceived issues and supporting those facts to others on the deal team

Requirements

Requirements:


  • B.S. in accounting or finance.

  • Four to seven years of work experience in accounting, finance or advisory services.

  • Ability to execute against firm, often short-term, deadlines and manage multiple projects.

  • Aptitude for applying financial accounting, corporate finance, business analysis, and report writing to create and deliver valuation solutions.

  • Strong analytical and quantitative skills.

  • Self-motivated with the ability to handle and thrive with increased independence and managerial responsibilities.

  • Ability and willingness to travel (20-25%)

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