Manager - Private Equity Advisory (Transactions)

What You'll Do:

• In this role, you will have the opportunity to work on a variety of projects which typically fall into one of three categories: Strategic Finance Projects, Transaction Projects, and Accounting Projects.  Here are a few examples:


• Strategic Finance Projects:
• Support the development of KPI dashboards for PE Sponsor and management reporting
• Develop, maintain, and assist clients in transitioning to a rolling 13-week cash model
• Prepare budgets and forecasts with detailed assumptions and levers
• Develop reporting packages to be submitted to banks on a monthly / quarterly basis
• Act as a project manager for key finance initiatives using PMO tools
• Assist executive leadership of portfolio companies in preparing board presentations
• Serve in Interim FP&A roles with a focus on process development


• Transaction Projects:
• Buy side projects
• Bespoke financial due diligence combined with office of the CFO diligence and recommendations for post close improvements.
• Post-closing M&A integration support and planning
• Participate in post-closing negotiations with Sellers on final closing balance sheet in accordance with the purchase agreement
• Prepare closing statement for new acquisitions
• Develop opening balance sheets for acquisitions in accordance with US GAAP
• Sell side projects
• Assist in performing exit readiness assessments and preparing a roadmap for successful exit
• Support management in creating financial reporting, models and KPI reporting necessary to withstand the rigors of diligence.
• Provide deal PMO support; liaise with PE sponsor, lawyers, investment bankers and management to ensure deal success and adherence to timelines.
• Develop carve out financials for potential divestitures
• Carve out execution and TSA support
 
• Accounting Projects:
• Advise on complex accounting policy adoption (ASC 606 revenue recognition, ASC 842 leases, ASC 805 business combinations, etc.) at portfolio companies
• Serve in Interim Controller roles with a focus on process development

What You'll Bring:

• 6+ years of experience working in a client-facing role at a public accounting firm or equivalent consulting firm with project experience in Transaction Advisory Services, Restructuring, M&A strategy, Deals, and/or FP&A, etc. or one of the following:
• o   6+ years of experience in a corporate FP&A role managing a team and reporting to internal leadership (CEO, CFO), with exposure to M&A transactions
• o   6+ years of experience in a corporate development function managing a team and reporting to internal or external stakeholders
• o   6+ years of experience working in portfolio support/operations at a Private Equity firm
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
• Qualifications:
• Bachelor’s degree in accounting or finance
• CPA or CA certification preferred
• Experience working with Private Equity or within a highly acquisitive company
• Experience mentoring and developing team members
• Willingness to travel up to 40%; travel varies based on client preferences