Elliott Davis

Transaction Advisory Manager

Elliott Davis

full-time

Posted on:

Location Type: Remote

Location: Remote • New York • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Lead engagement teams by performing financial due diligence procedures for buy-side and sell-side engagements for private equity, mezzanine funds, and strategic buyers
  • Perform quality of earnings, debt and debt-like, working capital analysis
  • Develop an understanding of a target’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies, in addition to challenging target assumptions
  • Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness considerations
  • Communicate due diligence findings and critical deal issues confidently in a clear, concise and articulate manner, both verbally and in written reports
  • Create a collaborative team environment, motivate, and develop and mentor/coach team 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 and recommend creative solutions to complex issues, in addition to identifying critical post-closing issues to be addressed
  • Growth minded, strengthens and develops client relationships, and oversee engagement economics and management of resources
  • Collaborate with other Elliott Davis team members

Requirements

  • A minimum of 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/university
  • Current licensed CPA
  • Big 4, National or large regional firm experience preferred
  • Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space
  • Excellent verbal and written communication skills
  • Strong Excel skills and proficient in Microsoft Office
  • Aptitude towards business development
  • Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project
  • 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 (multi-task)
  • Superior client service focus
  • Ability to travel to client locations as required
Benefits
  • 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 and caregiver leave (once eligible)
  • first-class health and wellness benefits, including wellness coaching and mental health counseling
  • one-on-one professional coaching
  • Leadership and career development programs
  • access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial due diligencequality of earnings analysisdebt analysisworking capital analysistransaction advisoryproject managementU.S. Generally Accepted Accounting Principles (GAAP)financial reportingExcelMicrosoft Office
Soft skills
communicationteam leadershipmentoringclient service focuscollaborationproblem-solvingadaptabilitybusiness developmentmotivationmulti-tasking
Certifications
CPA