Associate - Transaction Advisory Services

Houlihan Lokey, Inc   •  

New York, NY

Industry: Finance & Insurance

  •  

5 - 7 years

Posted 58 days ago

This job is no longer available.

Scope

Our Transaction Advisory Services (TAS) practice is looking to add talented financial professionals at the Associate level to our fast growing team. As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A professionals, providing you broad exposure to different transactional issues affecting businesses within the M&A market today. We offer a unique opportunity to work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets. You will develop and extend your financial and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies.

Responsibilities

  • Participate in buy-side and sell-side transaction advisory engagements
  • Must have the ability to handle multiple assignments simultaneously
  • Assist in leading discussions with senior client executives and target management
  • Execute and review diligence through fieldwork, management meetings and desktop review
  • Review target company financial information and other data to identify:
  • historical and projected financial and operating and commercial trends
  • quality of earnings
  • working capital and net debt considerations, and
  • potential liabilities and risks which impact valuation and negotiation of the target company
  • Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management's budget, indebtedness considerations, and post-transaction working capital analysis
  • Develop and review financial models including database systems
  • Oversee and summarize first generation research
  • Extend industry skills and qualifications
  • Develop professional network and relationships with firm, client and target professionals
  • Oversee audit work paper review
  • Review transaction agreements, customer and supplier contracts and develop valuation considerations
  • Assist in initiating and extending group marketing and client development efforts
  • Collaborate closely with corporate finance, valuation and financial restructuring colleagues

Qualifications

  • The ideal candidate will be highly motivated with an exceptional work ethic, and have a demonstrated ability and desire to work cooperatively with team members and client professionals
  • Demonstrated professional achievement and client service excellence
  • A minimum of 5 years of audit experience OR 4 years of financial due diligence experience (or combination thereof) with a Big 4 firm
  • CPA required
  • Industry concentration is encouraged
  • Demonstrated understanding and application of capital markets and valuation concepts
  • Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
  • Strong analytical abilities
  • Exceptional verbal and written communication skills
  • Strong command of Microsoft Excel, PowerPoint and common database systems
  • Ability and desired willingness to travel