Talent.com
Director - Transaction Advisory
Director - Transaction AdvisoryAlvarez & Marsal • Chicago, IL, United States
[error_messages.no_longer_accepting]
Director - Transaction Advisory

Director - Transaction Advisory

Alvarez & Marsal • Chicago, IL, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Description

Director - Transaction Advisory / Financial Due Diligence

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries . We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.

The Team

Global Transaction Advisory Group (TAG)

TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.

A&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.

We are seeking a Director to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.

How you will contribute

As a Director, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will provide our clients with an integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.

Responsibilities will include :

  • Counsel and mentor Associates, Senior Associates and Managers.
  • Effectively lead the team in conversations with clients and lenders.
  • Manage and prioritize team responsibilities and proactively consult with Managing Directors and senior members of the team as appropriate.
  • Oversee all aspects of deals with limited guidance from Managing Directors.
  • Manage multiple chargeable and non-chargeable projects of varying size and complexity.
  • Identify potential transaction risks and implement strategies to address risks.
  • Generate a full due diligence report.
  • Lead the Quality of Earnings, P&L and Working Capital analyses.
  • Communicate regularly with clients regarding engagement matters (e.g., billing, status updates, preparation of scope of procedures, scope changes, request lists) .
  • Effectively manage day-to-day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.
  • Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
  • Help engagement executives in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).
  • Proactively recruit, train, and develop individuals of all levels for TAG.
  • Engage in training initiatives, including developing and teaching courses as appropriate
  • Display a core understanding of all TAG services (FDD / ODD) and strive to cross-sell TAG and other A&M services, as opportunities arise.
  • Abides by risk management guidelines and engagement review memo procedures.
  • Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.
  • Assist Managing Directors and Senior Director in sales and business development efforts.
  • Contribute to sales pursuits by generating new client business and / or adding on business from current client.
  • Appropriately manage engagement risk and potential client or engagement issues.

Qualifications :

  • A minimum of 8-10 years of financial accounting due diligence experience at a top accounting firm
  • Bachelor's or Master's degree in Accounting and / or related major
  • Certified Public Accountant (CPA) or in the process of obtaining one
  • Working knowledge of US GAAP, SEC reporting, and purchase accounting
  • High proficiency in Excel and PowerPoint
  • Excellent interpersonal and communication skills
  • Strong project management skills
  • Flexibility to work as both a team member in a collaborative setting and as an individual contributor
  • Ability to thrive and be effective in fast-paced settings
  • Your journey at A&M

    We recognize that our people are the driving force behind our success , which is why w e prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning , rewards your contributions , and fosters a culture of meritocracy . With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

    We prioritize your well-being , providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high - performing and passionate professionals.

    The base salary is $200,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

    Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.

    Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.

    A&M does not require or administer a lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

    #LI-JL1

    [job_alerts.create_a_job]

    Transaction Advisory • Chicago, IL, United States

    [internal_linking.related_jobs]
    Director, Financial Due Diligence & Transaction Advisory

    Director, Financial Due Diligence & Transaction Advisory

    Grant Thornton (US) • Chicago, IL, United States
    [job_card.full_time]
    A leading consulting firm seeks a Financial Due Diligence Director in Chicago to lead financial due diligence for clients, particularly in middle-market transactions. Candidates must have a Bachelor...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Transaction Advisory Services - Senior Manager - 8361-4794

    Transaction Advisory Services - Senior Manager - 8361-4794

    USA Jobs • Chicago, IL, US
    [job_card.full_time]
    CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize perfor...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Managing Director, Transaction Advisory Services

    Managing Director, Transaction Advisory Services

    Kroll • Chicago, IL, United States
    [job_card.full_time]
    Managing Director, Transaction Advisory Services.In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens.Our sharp analyt...[show_more]
    [last_updated.last_updated_30] • [promoted]
    EY-Parthenon - Deals - Sales and Purchase Agreement (SPA) Advisory - Director

    EY-Parthenon - Deals - Sales and Purchase Agreement (SPA) Advisory - Director

    Ernst & Young Oman • Chicago, IL, United States
    [job_card.full_time]
    Location : Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, McLean, Miami, New York, San Francisco, Washington.At EY, we’re all in to shape your future with confidence.We’ll help you succeed ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

    Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

    BDO Capital Advisors, LLC • Chicago, IL, United States
    [job_card.full_time]
    Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence.Chicago, IL, United States and 12 more. The Transaction Advisory Services (TAS) Managing Director is a leadershi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Wealth Advisor (Private Client - Personal Strategy) - Chicago region

    Private Wealth Advisor (Private Client - Personal Strategy) - Chicago region

    Empower Retirement • Chicago, Illinois, United States
    [job_card.full_time]
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

    Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

    BDO USA, LLP • Chicago, IL, United States
    [job_card.full_time]
    The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence to support the overall delivery of the national TAS strategy.The T...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Manager - Transaction Advisory Services (TAS)

    Manager - Transaction Advisory Services (TAS)

    EisnerAmper • Chicago, Illinois, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Managing Director - Strategy & Negotiation Advisory (Remote)

    Managing Director - Strategy & Negotiation Advisory (Remote)

    Medvec & Associates • Chicago, IL, United States
    [filters.remote]
    [job_card.full_time]
    A global consultancy is seeking a Managing Director to lead business development and client management.Candidates should have an MBA, 5-8 years of professional experience, and strong communication ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Derivatives Market Structure and Functionality

    Director, Derivatives Market Structure and Functionality

    Cedar Cares, Inc • Chicago, IL, United States
    [job_card.full_time]
    Building trusted markets — powered by our people • •At Cboe Global Markets, we inspire our people to solve complex challenges together because what we do matters. We provide the financial infrastructu...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Principal Transactions and M&A Advisor

    Principal Transactions and M&A Advisor

    Surescripts • Chicago, IL, US
    [job_card.full_time]
    Principal Transactions And M&A Advisor.Surescripts serves the nation through simpler, trusted health intelligence sharing, in order to increase patient safety, lower costs and ensure quality care.W...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Transaction Advisory Services Senior Manager

    Transaction Advisory Services Senior Manager

    Plante Moran • Chicago, IL, United States
    [job_card.full_time]
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    EY-Parthenon - Deals - Sales and Purchase Agreement (SPA) Advisory - Director

    EY-Parthenon - Deals - Sales and Purchase Agreement (SPA) Advisory - Director

    EY-Parthenon • Chicago, IL, United States
    [job_card.full_time]
    EY-Parthenon – Deals – Sales and Purchase Agreement (SPA) Advisory – Director.Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, McLean, Miami, New York, San Francisco, Washington.EY-Parthenon...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Manager - Transaction Advisory / Financial Due Diligence

    Manager - Transaction Advisory / Financial Due Diligence

    Andersen • Chicago, IL, United States
    [job_card.full_time]
    Manager - Transaction Advisory / Financial Due Diligence.Be among the first 25 applicants.Direct message the job poster from Andersen. We encourage you to apply thoughtfully by selecting one positio...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Managing Director, Transaction Advisory — Lead High-Impact Deals

    Managing Director, Transaction Advisory — Lead High-Impact Deals

    Portage Point Partners • Chicago, IL, United States
    [job_card.full_time]
    A leading consultancy firm in Chicago seeks a Managing Director to lead private equity, direct lenders, and corporate clients in financial due diligence. This role involves managing engagements, exe...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Relationship / Trust Advisor, WM

    Senior Relationship / Trust Advisor, WM

    Northern Trust • Winnetka, IL, US
    [job_card.full_time]
    Senior Relationship / Trust Advisor, Wealth Management.The Senior Relationship Advisor role manages complex wealth management (high net worth (HNW) and ultra-high net worth (UHNW) client relationship...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate, Transaction Advisory Services

    Associate, Transaction Advisory Services

    Jobot • Chicago, IL, US
    [job_card.full_time]
    Associate, Transaction Advisory Services - Financial Due Diligence!.This Jobot Job is hosted by : Jacob Vane.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resu...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Director - Credit Advisor, Partnership Card Deal Evaluations

    Business Director - Credit Advisor, Partnership Card Deal Evaluations

    Capital One • K-Town, IL, US
    [job_card.full_time] +1
    Business Director - Credit Advisor, Partnership Card Deal Evaluations As a Business Director at Capital One, you will apply your strategic and analytical skills to major company challenges.You’ll t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]