Healthcare Transaction Advisory Manager

Elliott Davis • Charlotte, NC

4d • Hybrid

About The Position

Elliott Davis, LLC’s Healthcare Transaction Advisory Services (“TAS”) practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers. We are rapidly growing and would love to have you join our team!

Requirements

• A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience
• Bachelor’s degree from an accredited college/university
• Current licensed CPA
• Big 4, National or large regional firm experience preferred
• Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space
• Excellent verbal and written communication skills
• Aptitude towards business development
• Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project
• Ability to thrive and adapt in a fast-paced, dynamic environment
• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues
• Ability to manage multiple responsibilities simultaneously (multi-task)
• Superior client service focus
• Ability to travel to client locations as required

Nice To Haves

• Big 4, National or large regional firm experience preferred

Responsibilities

• Lead buy-side and sell-side healthcare transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds, and strategic buyers
• Perform quality of earnings, quality of revenue, debt and debt-like, working capital analysis
• Develop an understanding of the client’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations
• Communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
• Ability to lead an engagement and provide real-time feedback and guidance to clients to ensure timely and efficient product delivery
• Create a collaborative team environment, motivate, and develop team through communication and actions
• Lead and participate in people development and business development efforts
• Provide timely, high quality client service that meets or exceeds expectations
• Lead conversations with teams, clients and stakeholders to build trust
• Identify performance improvement opportunities and recommend creative solutions to complex issues
• Be growth motivated, own client relationships and oversee engagement economics and management of resources
• Collaborate with other Elliott Davis team members
• Opportunity to engage in business development as a manager and early exposure to participating in the growth of the practice

Benefits

• generous time away and paid firm holidays, including the week between Christmas and New Year’s
• flexible work schedules
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
• first-class health and wellness benefits, including wellness coaching and mental health counseling
• one-on-one professional coaching
• Leadership and career development programs
• access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 501-1,000 employees