Position Summary
THE FOCUS IS YOU:
As a Transaction Services Senior Manager in our Melville, NY office, you will play a pivotal role in leading and managing teams that provide comprehensive financial advisory services to clients engaged in mergers, acquisitions, divestitures, and other strategic transactions. This dynamic role requires a deep understanding of financial due diligence and transactional analysis, coupled with strong leadership skills to guide and mentor a team of professionals.
WHAT YOU WILL DO
- Lead financial due diligence (buy-side and sell-side) engagements including:
- Quoting and scoping prospective engagements;
- Directing and performing analysis;
- Leading management discussions and correspondence;
- Preparation and presentation of key deal analysis (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.);
- Writing reports and delivering findings to clients.
- Manage and communicate pipeline and project status internally and with clients.
- Develop standards, practices, procedures, templates, and thought leadership.
- Participate in recruiting and interviewing/candidate selection.
- Develop and mentor staff.
WHAT WE ARE LOOKING FOR
Experience
- Demonstrable M&A execution experience
- Strong knowledge of corporate finance, accounting, and financial statements
- Ability to multitask and manage time effectively
- Adaptable, having the ability to transition between multiple projects/coverage sectors seamlessly
- Outstanding quantitative and qualitative analytical skills and superior written and oral communication skills (ability to relay critical issues to senior professionals concisely)
- Maintain high standards of professionalism and ethical conduct
- Experience with writing financial due diligence reports and constructing detailed financial models
- Highly motivated individuals that demonstrate a commitment to excellence in all tasks performed
- Proficient level of MS Excel and PowerPoint
Education
- Minimum Bachelor’s degree:
- Bachelor’s in Accounting for Audit or Tax
- Related Business Degree for Consulting
Experience
- 8 plus years in accounting
- Public accounting preferred
License / Certification
- Certified Public Accountant (“CPA”) designation preferred
- Public accounting or other professional services environment preferred
Legal / Compliance
- Must complete firm wide Non-Compete, Non Solicitation agreements or similar applicable documents
- Must complete acknowledgement of Corporate Policy and Compliance Manual
- Must complete acknowledgement of Employee Manual document
- Must complete acknowledgement of Independence Guidelines and Ethical Standards document
- Government engagements require applying for and receiving a security clearance from the United States government.
WHAT WE OFFER
- Great Culture | Team-like culture of a small office with the benefits of a large firm
- Competitive Compensation | Based on the role, credentials, and experience
- Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO
For job postings in our Melville, NY location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York City Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job-specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $140,000 to $215,000.
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