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 client’s 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