Transaction Advisory Manager - Conyers , Georgia, United States, 30012

Transaction Advisory Manager



Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Transaction Advisory Manager for a Direct-Hire opportunity with a financial services client.


Responsibilities:

  • Plan, execute, direct and complete financial/accounting due diligence for private equity and strategic buyers and sellers from a variety of industries.
  • Develop relationships with clients and engage in effective interactions with target company executives
  • Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller as well as conducting interviews with buyer or seller
  • Preparing reports on the quality of the client or selling company earnings (Quality of Earnings/normalized EBITDA) by highlighting significant business profitability trends and overly aggressive accounting policies
  • Supervise staff of professionals from different experience backgrounds and provide performance review feedback
  • Assist Partners on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the buyer and seller.
  • Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively.
  • Develop and maintain strong client relationships and cross-sell services.
  • Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
  • Strong current knowledge in US GAAP, GAAS, transaction advisory services or mergers and acquisitions.
  • Strong leadership, training, and mentoring skills
  • Continuously fostering relationships with coworkers (through all services lines of Windham Brannon) and clients (both strategics and private equity)
  • Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community


Qualifications:

  • Bachelor's degree in accounting and/or finance
  • MBA in Finance or equivalent
  • CPA certification a plus
  • Experience within a nationally recognized Transaction Advisory Practice
  • Ability to travel 30% - 40% of the time
  • Strong technical accounting skills, with detailed knowledge of GAAP
  • Advanced analytical and issue resolution intelligence. Problem solving is essential.
  • Strong written and verbal communication skills, as report writing is required to serve TAS clients.
  • The ability to conduct detailed analysis (using external information) on products, markets, competitors and customers to identify risks and opportunities.
  • Ability to interface with team members and client personnel in demanding, deadline-driven situations.
  • Proficient with PC environments and related software, including Microsoft Office applications. Especially advanced skills in Excel and PowerPoint preferred.
  • Proficient use and analysis of computer models and development of dynamic spreadsheet applications.
  • A strong aptitude for quantitative and qualitative analysis and the ability to link business strategy to performance and due diligence findings.
  • Ability to work independently in fast-paced, multi-tasked environment.
  • Ability and willingness to learn and adapt in an ever-changing environment to meet client needs
  • Prior experience building financial budgets and decision models


For immediate consideration, please click "Apply" and use Job Code BHJOB11837_1947. You may also send a copy of your resume to: and enter only the following job code in the subject line: BHJOB11837_1947. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V