Transaction Advisory Services Manager

Who are we:

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices located across fastest growing cities in the US and India — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities.

Elliott Davis is seeking a Transaction Advisory Services Manager who will work closely with our onshore and offshore team members to provide financial due diligence of middle-market US clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance. We are growing and this is an exciting opportunity to join our practice

What you ‘ll Do:

• Collaborate and remotely work with Elliott Davis consulting professionals, supervisors, and senior management in the U.S. on a daily basis, including early morning and late evening conference calls.
• Lead engagement teams by performing financial due diligence procedures for buy-side and sell-side engagements for US based target companies.
• Prepare and update document request lists and management meeting agendas.
• Participate in management meetings with the Target Company and discussions with the Client.
• Evaluate financial and operational trends of Target companies, in addition to challenging target assumptions.
• Prepare and assist with Quality of Earnings adjustments and analysis, net working capital analysis, and indebtedness analysis.
• Prepare financial due diligence reports specific to key issues , and clearly communicate findings and insights both verbally and in reports.
• Create a collaborative team environment, motivate, and develop and mentor/coach team through communication and actions.
• 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.
• Growth minded, strengthens, and develops client relationships.

What You’ll Need:

• Minimum of five years of relevant transaction advisory services experience performing financial due diligence.
• Bachelor’s/Master’s in accounting or finance degree from an accredited college/university.
• Current licensed CPA/ CA required.
• Big 4, National or large regional firm experience preferred.
• Demonstrated experience leading buy-side and sell-side transaction services engagements.
• Excellent verbal and written communication skills.
• Advanced proficiency in Excel; experience with tools such as Power Query, Power Pivot, Power BI, Alteryx or other data analytics platforms.
• Strong skills in critical thinking, curious, and ability to identify issues and problem solve.
• Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project.
• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues.
• Ability to manage multiple responsibilities simultaneously (multi-task) and meet deadlines.
• Commitment to deliver superior client service and working closely with US based teams.

Working Environment:

While performing the duties of this Job, the employee is expected to work in our office. Flexibility is granted to employees to work remotely on an as-needed basis.

Expected Billable Hours of Work:

Regular expected billable hours shall be up to 40 hours per week. However, you may be required to work additional hours and/or days as and when necessary to properly and effectively perform your duties and responsibilities.