Transaction Advisory Services (TAS) Senior / Supervising Senior Associate

Responsibilities

• Participating in buy-side and sell-side transaction engagements with corporate entities, investment bankers, private equity firms and strategic corporate buyers.
• Assist in preparing for, and participate in, discussions with company management, and buyer/seller advisors
• Prepare calculations of EBITDA adjustments, and work with data to prepare financial models, identify trends and stimulate conversation leading to potential earnings adjustments.
• Work with and oversee offshore team to provide guidance on analyses required, how to interpret client data, and to navigate roadblocks encountered
• Assist in preparing recasted financial statements including earnings and working capital to present the company’s adjusted operating performance and needs
• Prepare operating and financial metrics including graphs, charts for discussion highlighting trends, areas of concern, etc
• Identify and conduct appropriate validation procedures around key financial statement items
• Documents work completed by preparing write ups and easily to follow methodology, taking into account possible alternatives and specific client circumstances
• Assists in proofing financial statements and other documents if appropriate.
• Prepares and indexes client files, and internal working papers
• Build relationships with, and speaks to, client personnel to obtain an understanding of their business operations, processes and functions.
• Applies knowledge of the client’s industry when reviewing information, including preparing for clients discussions and focusing on specific areas for diligence.

Qualifications

• Bachelor’s level education required.
• Direct Transaction Advisory experience strongly preferred
• Strong accounting and diligence knowledge.
• Exceptional analytical and communication (written and oral) skills required.
• CPA preferred but not required.
• Very strong proficiency in Excel and PowerPoint, including experience working with and reconciling financial data such as monthly financial statements, trial balances, and experience with pivot tables, lookup formulas, index/match formulas, etc. and professional writing related to companies operations, performance drivers and trends
• 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.
• Has foundational knowledge of the client’s industry, and can incorporate such knowledge when scoping and completing assignments, including working with Managers to develop agendas and areas of focus.
• 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.
• Demonstrates ability to apply learnings from one transaction to the next, implementing new skills and techniques
• Plans and presents well-organized work product.
• Delivers high quality work under pressure.
• Seeks to improve skills through self-development
• Acts as a team player with peers as well as engagement teams or department.
• Seeks to improve skills through self-development.