Financial Services Manager
4 weeks ago
Financial Services Manager
About the Role:RSM is seeking a highly skilled Financial Services Manager to join our team. The successful candidate will work closely with our onshore and offshore team members to provide financial due diligence of middle-market US clients.
Responsibilities:- Prioritize data gathered from financial reports into Excel workbook analyses that provides valuable guidance to the U.S. based engagement team on specific reviews of company financials in the fast-paced world of mergers and acquisitions.
- Prepare and update document request lists and management meeting agendas.
- Participate in management meetings with the Target Company and discussions with the Client.
- Assist in preparing Quality of Earnings adjustments, Net Working Capital analyses, identifying Debt-like Items, key Points of Interest for consideration in the Report, etc.
- Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
- Qualification: CA/CPA/MBA finance.
- 7+ years of related financial due diligence work experience on buy-side and sell-side transactions.
- Deal experience with onshore team including data room management, document request list preparation, management meeting preparation, workbook analysis, Quality of Earnings, due diligence reports, client calls and engagement team calls.
$120,000 - $180,000 per year
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Financial Services Manager
4 weeks ago
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