Transaction Advisory Services Practice
The 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.
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 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
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
For careful consideration, please contact Derrick Coleman, Managing Director – dcoleman@cfs-la.com – 310-873-1636