Director of Transaction Advisory Services

This position is responsible for contributing to the development and growth of a TAS offering. Responsibilities include actively participating in the firm’s Transaction Advisory Services primarily on M & A engagements by preparing detailed financial analysis and developing plans to assist clients throughout buy and sell-side advisory projects. The candidate will focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Responsibilities include:

• Provide transaction advisory and assurance services in mergers and acquisitions including financial due diligence, quality of earnings reporting, deal structure and negotiation.
• Experience with assurance and attest services.
• Extensive experience in various industries serving middle-market companies.
• Analyze financial and operational results and able to identify risks.
• Prepare pro-forma financial information and cash flow projections in determining deal valuation and identifying issues.
• Knowledge of tax and operational deal structure.
• The candidate should have active contacts within the private equity and venture capital markets.

Qualifications include:

• Entrepreneurial mindset.
• Strong communication, presentation and interpersonal skills.
• Passionate for client service and helping clients reach their goals.
• Team orientated with leadership skills.
• Proficient in applicable technologies.
• Ability to succeed in a fast-paced, deadline-driven environment.
• Licensed CPA with an advanced degree in accounting, taxation or related fields.