Manager - Financial Due Diligence

Centri Business ConsultingNew York, NY
2d$110,000 - $140,000Hybrid

About The Position

Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It’s how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You’re not just a number. You’re part of the Centri Family. Career Advancement: Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory The M&A Manager position has the primary responsibility of oversight over the mergers and acquisitions engagement work plans. Serving as a current and future leader of the firm, the Manager I demonstrates the attributes of excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Requirements

  • Strong financial modeling skills with ability to structure fully integrated financial models.
  • Being a strong champion for and thrives in an environment of changing priorities.
  • Interpersonal skills to interact in a team environment and foster client relationships.
  • Above average written and verbal communication skills.
  • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition.
  • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert.
  • Proficient in Microsoft Office Suite with an emphasis on Excel skills.
  • Bachelor’s degree in Accounting or equivalent required.
  • Close to obtaining CPA Certification.
  • 7+ years of relative experience; at least 1 in public accounting or professional services highly preferred.
  • Must be able to lift items up to 30 pounds at times.
  • Must be able to travel up to 25%.

Responsibilities

  • Oversee the entire engagement to develop, review and evaluate financial models within broadly defined guidelines, focusing on major assumptions for projections, scenarios analysis and comparisons to historical results.
  • Establish an in-depth understanding to compile and evaluate company and industry data from key information sources such as Pitchbook, Company Reports and Financial Statements and industry sources.
  • Identify key financial and operational issues, results and trends and report on key findings that may impact a potential transaction.
  • Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review financial analysis as required for the transaction process.
  • Oversee the preparation of target lists of potential investors or buyers based on information sources and general internet searches.
  • Review financial statements, general ledger, and trial balances to evaluate historical financial performance, including sustainable earnings, working capital, etc., to uncover performance issues/trends.
  • Lead and manage client delivery projects related to deal strategy activities to support clients in the business transaction lifecycle on both buy side and sell side.
  • Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director.
  • Build in person connections with peers and managers.
  • Lead all client calls, manage project status with managers and staff. Develop project plans and accurate completion of project plans at the deliverable level.
  • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc.
  • Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm.
  • Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise.
  • Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level.
  • Oversee a managed book of $1,200,000 in revenue.
  • Support Firm initiatives and development opportunities.
  • Work to build relationships and promote collaboration in a hybrid environment.
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