Transaction Services Manager

UHYSaint Louis, MO
2d

About The Position

This role will be focused on leading buy- and sell-side financial due diligence services on behalf of a broad range of financial and strategic buyers & sellers as well as privately-held business owners (sell-side diligence) within the dynamic middle market. Given the entrepreneurial nature and structure of our firm, current employees enjoy the opportunity to progress their career at their own pace.

Requirements

  • Bachelor’s degree in accounting and/or finance
  • 5+ years of audit / corporate finance / transaction advisory service experience

Nice To Haves

  • Certified Public Accountant (“CPA”) designation

Responsibilities

  • 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 analyses (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.)
  • Writing reports and delivering findings to clients
  • Support UHY Corporate Finance marketing and business development through participation in marketing efforts, networking events, preparation of pitchbooks and related materials
  • 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
  • Exposure to transactional support for capital raising, restructuring, and traditional sell-side investment banking transactions and strategies

Benefits

  • POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued.
  • ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
  • COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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