Healthcare Transaction Advisory Manager
Elliott Davis
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina, South Carolina, Tennessee • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Lead buy-side and sell-side healthcare transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds, and strategic buyers
- Perform quality of earnings, quality of revenue, debt and debt-like, working capital analysis
- Develop an understanding of the client’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies
- Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations
- Communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
- Ability to lead an engagement and provide real-time feedback and guidance to clients to ensure timely and efficient product delivery
- Create a collaborative team environment, motivate, and develop 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
- Lead conversations with teams, clients and stakeholders to build trust
- Identify performance improvement opportunities and recommend creative solutions to complex issues
- Be growth motivated, own client relationships and oversee engagement economics and management of resources
- Collaborate with other Elliott Davis team members
- Opportunity to engage in business development as a manager and early exposure to participating in the growth of the practice
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
- 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 analysisquality of revenue analysisdebt analysisworking capital analysistransaction advisoryproject managementU.S. GAAPfinancial reportingbusiness development
Soft skills
communication skillsleadershipteam collaborationclient relationship managementproblem-solvingadaptabilitymotivationtrust buildingmulti-taskingclient service focus
Certifications
CPA