Transaction Advisory Services – Manager

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

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