G-30D3EWLSJM

Transaction Services Financial Diligence Director – $175-250K Plus Bonus

POSITION SUMMARY:  The Financial Diligence Senior Manager / Director is responsible for overseeing all phases of project and engagement management for multiple clients in a wide variety of industries. Responsibilities include planning, directing, and completing projects and services in financial due diligence and developing and managing staff. The Financial Diligence Senior Manager / Director works closely with partners and staff and plays a key role in client management, practice development, and business development for an assigned group of clients.

Essential Duties and Responsibilities:

  • Supervise and oversee all aspects of TS Financial Diligence engagements throughout the transaction process, and coordinate the work performed by multiple service lines.
  • Serve as the day-to-day point person on engagements; lead meetings and calls with clients and target management.
  • Plan, execute, direct and complete financial due diligence for financial and corporate strategic buyers from a variety of industries, including manufacturing and distribution, non-profit, high-tech, real estate, and financial services.
  •  Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively.
  • Develop and maintain strong client relationships and cross-sell services.
  • Manage business development activities, such as proposals, account teams, whitepapers, conferences, and/or other thought leadership material
  • Work closely with Firm managers and partners to promptly identify and resolve client problems or issues
  • Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
  • Meet or exceed sales targets for new and follow-on work
  • Meet or exceed targeted billing hours (utilization).
  • Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
  • Manage, develop, train, coach and mentor staff on projects and assess performance for engagement and year-end reviews
  • Motivate others to perform at maximum efficiency without sacrificing quality of the services delivered
  • Interview campus and/or experienced candidates
  • Other duties as assigned.
Qualifications:
  • Bachelor’s degree in Accounting, Finance, Information Technology, MIS or related field.  A Master’s degree is a plus.
  • 10 plus years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level.
  • CPA, CAMS, CRCM, ACFCS, CISA, CISSP, CIA, CISM or related license/certification.
  • Solid experience in the following: accounting, audit or transaction advisory services.
  • Strong current knowledge in US GAAP, GAAS, SEC Reporting, transaction advisory services or mergers and acquisitions.
  • Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice.
  • Strong leadership, business development, recruitment, training, and mentoring skills.
  • Excellent written, presentation, leadership, and interpersonal communication skills.
  • Ability to work additional hours and/or travel as needed.