Loss Mitigation Specialist 2 – Equipment Finance
U.S. Bank
Financial Due Diligence - Manager
CFGI
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Support buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to corporations and private equity investors.
- Analyze target company data to identify historical and projected operating trends, quality of earnings/assets, pro forma financials, working capital calculations, debt and debt-like items and other potential liabilities/risks which impact valuation of and negotiation with the target company.
- Responsible for working with senior team members on multiple complex engagements simultaneously.
- Manage and coordinate approach of client, CFGI engagement teams, and third- party diligence providers throughout the transaction process.
- Strong current knowledge of GAAP.
- Ability to multi- task between responsibilities, prioritize and handle multiple requests.
- Strong analytical ability.
- Excellent verbal/written communication and presentation skills.
- Expertise in Microsoft Excel for the use of data analysis, including the use of pivot tables, v lookups, arrays, PowerPivot, PowerQuery, etc.
- Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal departmental pressures
- At least five years of experience working in an assurance or transaction advisory role within a Big Four firm.
- Professional services background and CPA preferred.
- Bachelor’s degree in the Financial/Accounting field from an accredited university.
- Ability to travel up to 20%, depending on client needs.
Requirements
- At least five years of experience working in an assurance or transaction advisory role within a Big Four firm.
- Professional services background and CPA preferred.
- Bachelor’s degree in the Financial/Accounting field from an accredited university.
- Ability to travel up to 20%, depending on client needs.
