Manager, Transaction Advisory Services

GreerWalker LLP

$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting
  • CPA certification
  • 5+ years in Audit or Transaction Advisory
  • Experience in supervision and team leadership
  • Proficient in Microsoft Excel and PowerPoint
  • Excellent verbal and written communication skills

Responsibilities

  • Perform buy-side and sell-side transaction advisory engagements
  • Document key findings in written reports
  • Engage with top-level management during client meetings and site visits
  • Prepare detailed financial analyses for acquisition evaluations
  • Collaborate with other practice areas like tax and audit
  • Assist in proposal and engagement letter preparation
  • Represent the firm in community and professional activities

Benefits

  • Opportunity for professional growth and development
  • Engagement with C-level executives
  • Dynamic work environment with a focus on teamwork
  • Flexibility in working conditions with occasional remote opportunities
  • Involvement in community activities and professional associations
  • Experience within a diverse consulting practice
Full Job Description
Job Type

Full-time

Description

Your life fits at GreerWalker.

Job Responsibilities:
• Performs buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services
• Document key findings and analysis in written reports
• Runs in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
• Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
• Interacts with the other functional areas of the practice including tax, audit and other consulting practices
• Assists in preparing proposals and engagement letters
• Represents the firm in community activities and professional associations

Requirements

Basic Qualifications:
• Bachelor's degree in accounting
• CPA certification
• Minimum of five years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
• Supervision / Team Leadership experience
• Ability to direct and manage client engagements
• Excellent verbal and written communication skills
• Proficient with Microsoft Excel and Microsoft PowerPoint

Preferred Qualifications:
• Networking and communicating with C-level executives
• Strong project management skills
• Evaluated as exceptional performer in current position
• Possess a good balance of strong technical accounting knowledge and business acumen
• Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm
• Ability to be a self-starter and to be confident when interacting with clients and asking questions
• Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
• Ability to apply critical thinking and problem-solving skills

Working Conditions:
• Occasional travel for work using a personal vehicle
• Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles
• Able to lift boxes, mail, etc. not exceeding 20 lbs.

The duties described above are the general nature and levels of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Job incumbents may be asked to perform other duties as needed and/or required.

This position description is not a contract for employment and GreerWalker LLP reserves the right to revise this description at any time.

No Agencies Please

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