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Transaction Advisory Services Manager

Description

Overview - Transaction Advisory Services - Manager

About Our Transaction Advisory Services Practice

Transaction Advisory Services (TAS) team provides a challenging, rewarding, and entrepreneurial opportunity for individuals to improve their skill set and career trajectory while advising companies across numerous industries through their transaction process. The TAS practice is part of a larger Advisory practice.

This is not your typical CPA firm experience.
- They have created a unique CPA firm culture where WORK-LIFE BALANCE is embraced - working remotely is very common.
- Developed innovative programs, pioneered new technology, and empower its employees to pursue their interests and passions.
- Named a 2018 Best Places to Work' by the Los Angeles Business Journal, our eighth time winning since 2008, our CPA Firm affiliate provides an environment where talented and career-minded individuals can grow personally and professionally.
- Join the team of Ex-Big 4 (Partners, Managers Senior Tax) who made the transition and have found true happiness in their career.
Responsibilities:

Summary of Responsibilities:

• Participate in buy-side and sell-side transaction engagements with corporate entities, investment bankers, private equity firms and strategic corporate buyers
• Guide clients on EBITDA adjustments and considerations, and prepare schedules of adjustments for inclusion in pricing negotiations to assist in driving value
• Prepare Quality of Earnings reports including commentary on business background, accounting function and processes, business performance and investor insights
• Review operating and financial metrics, prepare an analysis of relevant metrics including graphs, charts, and associated commentary
• Manage client projects, workloads, and deliverables across numerous engagements, communicating priority items and status internally and externally
• Conduct audit style testing procedures around key accounting concepts to validate or adjust if needed
• Comment on balance sheet key items, working capital drivers and fluctuations, debt and debt-like items analyses
• Analyze the financial operations of target companies and identify issues that may impact the purchase price
• Some travel may be required (up to 30%), subject to Pandemic consideration Qualifications

Experience, Skills, Knowledge, and Abilities:

• 4+ years at a large or mid-tier accounting or advisory firm
• Of which at least 2+ years in Transaction Advisory
• Strong accounting and diligence knowledge
• Strong project execution skills and client deliverable experience
• Takes ownership of assignment planning, management, and delivery
• Delivers high-quality work under pressure in a high-pressure environment
• Plans and presents well-organized work product
• CPA (or equivalent) strongly preferred
• Exceptional analytical and communication (written and oral) skills required
• Demonstrates strong analytical and financial modeling skills, and uses logical reasoning and strong communication to achieve buy-in on methodology and approach. This is reflected through strong Excel, PowerPoint and report writing skills
• Demonstrates up-to-date knowledge of technical principles, theory and practice, and an ability to apply these appropriately in the context of a transaction and specifically Quality of Earnings projects
• Applies knowledge of the clients industry when scoping and completing assignments, including questioning clients and holding discussions with investment bankers and prospective investors
• Identifies and resolves a wide variety of technical problems, by distilling the data, considering client specifics and applying reasonable and best practices to reach conclusions
• Proven ability to use research skills to solve problems. Considers a variety of options and opinions before making appropriate decisions
• Has the ability to generate workable new ideas and creative solutions
• Seeks to improve skills through self-development

Requirements

 

Job Snapshot

Location US-CA-Los Angeles
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
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Company Overview

Creative Financial Staffing

CFS is a leading, employee-owned 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 & IT 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-CA-Los Angeles
Snapshot
Creative Financial Staffing
Company:
US-CA-Los Angeles
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Overview - Transaction Advisory Services - Manager

About Our Transaction Advisory Services Practice

Transaction Advisory Services (TAS) team provides a challenging, rewarding, and entrepreneurial opportunity for individuals to improve their skill set and career trajectory while advising companies across numerous industries through their transaction process. The TAS practice is part of a larger Advisory practice.

This is not your typical CPA firm experience.
- They have created a unique CPA firm culture where WORK-LIFE BALANCE is embraced - working remotely is very common.
- Developed innovative programs, pioneered new technology, and empower its employees to pursue their interests and passions.
- Named a 2018 Best Places to Work' by the Los Angeles Business Journal, our eighth time winning since 2008, our CPA Firm affiliate provides an environment where talented and career-minded individuals can grow personally and professionally.
- Join the team of Ex-Big 4 (Partners, Managers Senior Tax) who made the transition and have found true happiness in their career.
Responsibilities:

Summary of Responsibilities:

• Participate in buy-side and sell-side transaction engagements with corporate entities, investment bankers, private equity firms and strategic corporate buyers
• Guide clients on EBITDA adjustments and considerations, and prepare schedules of adjustments for inclusion in pricing negotiations to assist in driving value
• Prepare Quality of Earnings reports including commentary on business background, accounting function and processes, business performance and investor insights
• Review operating and financial metrics, prepare an analysis of relevant metrics including graphs, charts, and associated commentary
• Manage client projects, workloads, and deliverables across numerous engagements, communicating priority items and status internally and externally
• Conduct audit style testing procedures around key accounting concepts to validate or adjust if needed
• Comment on balance sheet key items, working capital drivers and fluctuations, debt and debt-like items analyses
• Analyze the financial operations of target companies and identify issues that may impact the purchase price
• Some travel may be required (up to 30%), subject to Pandemic consideration Qualifications

Experience, Skills, Knowledge, and Abilities:

• 4+ years at a large or mid-tier accounting or advisory firm
• Of which at least 2+ years in Transaction Advisory
• Strong accounting and diligence knowledge
• Strong project execution skills and client deliverable experience
• Takes ownership of assignment planning, management, and delivery
• Delivers high-quality work under pressure in a high-pressure environment
• Plans and presents well-organized work product
• CPA (or equivalent) strongly preferred
• Exceptional analytical and communication (written and oral) skills required
• Demonstrates strong analytical and financial modeling skills, and uses logical reasoning and strong communication to achieve buy-in on methodology and approach. This is reflected through strong Excel, PowerPoint and report writing skills
• Demonstrates up-to-date knowledge of technical principles, theory and practice, and an ability to apply these appropriately in the context of a transaction and specifically Quality of Earnings projects
• Applies knowledge of the clients industry when scoping and completing assignments, including questioning clients and holding discussions with investment bankers and prospective investors
• Identifies and resolves a wide variety of technical problems, by distilling the data, considering client specifics and applying reasonable and best practices to reach conclusions
• Proven ability to use research skills to solve problems. Considers a variety of options and opinions before making appropriate decisions
• Has the ability to generate workable new ideas and creative solutions
• Seeks to improve skills through self-development

Requirements

 
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Transaction Advisory Services Manager Apply now