Transaction Advisory Services Manager

2 weeks ago


Bengaluru, Karnataka, India Elliott Davis Full time

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.



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