Description
Senior Director - Transaction Advisory/Financial Due Diligence
Alvarez and Marsal (AandM) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by AandM's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at AandM.
Global Transaction Advisory Group (TAG)
TAG is a subsidiary of AandM, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical and sustainability (ETS) advisory and other related MandA services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.
AandM's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.
We are seeking a Senior Director 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.
How will you contribute?
As a Senior Director, 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 and 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 all levels of employees.
Handle personnel matters with employees effectively, including but not limited to difficult career counseling situations. Effectively lead the team in conversations with clients and lenders. Manage and prioritize engagements and responsibilities appropriately. Effectively handles all relationship matters with clients, with limited Managing Director involvement. Manage multiple chargeable and non-chargeable projects of varying size and complexity. Identify potential transaction risks and implement strategies to address risks. Act as a subject matter expert in technical accounting subjects relevant to TAG. Generate a full due diligence report. Lead the Quality of Earnings, PandL and Working Capital analyses. Effectively manage day-to-day client interaction and relationships and continue to emphasize the capabilities of AandM to clients. Manages client relationships and ensure all client needs are met. Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution. Help engagement executives in maximizing the value the client is receiving from AandM (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of TandEs billed by all team members). Proactively recruit, train, and develop individuals of all levels for TAG. Engage in training initiatives, including developing and teaching courses as appropriate. Display a core understanding of all TAG services (FDD/ODD) and strive to cross-sell TAG and other AandM services, as opportunities arise. Abides by risk management guidelines and engagement review memo procedures. 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. Contribute to sales pursuits y generating new client business and/or adding on business from current client. Expand TAG market share within existing clients and increase non-TAG purchases from AandM at both the fund and portfolio levels. Identify and pursue referrals from existing clients and new client opportunities by attending industry conferences. Appropriately manage engagement risk and potential client or engagement issues.Qualifications:
A minimum of 10 years of 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, SEC reporting, and purchase accounting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills including the ability to articulate to senior members of target management, client representatives and colleagues Strong...Equal Opportunity Employer