Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/projects
Supervise, develop and train staff on engagements
Evaluate performance and participate in individual's performance appraisal process
Interact directly with managers and partners on matters related to client and engagement management
Strengthen existing client relationships and developing new business opportunities by providing outstanding client service
Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
Invest in professional development through active participation in training sessions and networking events both internally and externally
Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
Demonstrate excellent team skills, positive attitude and high ethical standards
Requirements
(8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines or applicable experience in corporate finance or accounting
(5)+ years’ of supervisory experience, mentoring and counseling associates desired
Relevant bachelor’s degree in accounting, finance or related
Certified public accountant (CPA) – preferred
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and excel skills
Experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
Benefits
flexibility to manage your time
resources to grow
workplace culture that supports career and personal life
professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial due diligenceauditfinancial advisorytransaction servicescorporate financefinancial analysisdata-driven insightsmodelingExcel