Transaction Advisory Manager
About The Position
Elliott Davis Advisory, LLC’s Transaction Advisory Services practice provides financial and tax due diligence, primarily supporting buy-side and sell-side transactions for private equity funds, mezzanine funds, and strategic buyers. The Transaction Advisory Manager leads engagement teams and transaction due diligence work, analyzes target-company financial performance and deal considerations, and prepares tailored reports. The role also includes client service, team development, business development, engagement management, and collaboration across Elliott Davis. Travel to client locations may be required. The position is associated with a hybrid work designation. The salary range is $98,000 to $170,000 per year. Individual compensation depends on relevant experience, skills, qualifications, work location, and applicable legal requirements. Elliott Davis offers medical, dental, and vision insurance, a 401(k) plan with company contributions, time away and paid firm holidays, flexible work schedules, paid parental and caregiver leave, wellness resources, professional coaching, and career development programs. The physical requirements include remaining stationary, repetitive hand use to operate standard office equipment, and talking or hearing in person and by telephone. Specific vision abilities are required. The position also requires written and oral communication, interpreting data and documents, observing and interpreting situations, working under deadlines and frequent interruptions, and interacting with internal and external customers.
Requirements
- At least 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 or university.
- Current licensed CPA.
- Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market.
- Excellent verbal and written communication skills.
- Strong Excel skills and proficiency in Microsoft Office.
- Aptitude for business development.
- Project management experience, including planning, organizing, coordinating, and managing staff, clients, and/or shareholders toward successful project completion.
- 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.
- Strong client service focus.
- Ability to travel to client locations as required.
Nice To Haves
- Experience at a Big 4, national, or large regional firm.
Responsibilities
- Lead engagement teams in financial due diligence for buy-side and sell-side engagements involving private equity funds, mezzanine funds, and strategic buyers.
- Perform quality of earnings, debt and debt-like, and working capital analyses.
- Understand target businesses; evaluate key performance drivers, operational trends, and developments; and challenge target assumptions.
- Create tailored transaction advisory reports addressing issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness.
- Communicate due diligence findings and critical deal issues clearly and confidently, verbally and in written reports.
- Create a collaborative team environment and motivate, develop, mentor, and coach team members 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.
- Identify performance improvement opportunities, recommend solutions to complex issues, and identify critical post-closing issues.
- Develop client relationships, oversee engagement economics, and manage resources.
- Collaborate with other Elliott Davis team members.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan with company contributions
- 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 caregiver leave once eligible
- Wellness coaching and mental health counseling
- One-on-one professional coaching
- Leadership and career development programs
- Beyond program offering personal and professional experiences
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What This Job Offers
Job Type
Full-time
Career Level
Manager
