Principal - Transaction Advisory Services

Hire Metrics

$120K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 10 years of relevant experience in finance or consulting
  • Advanced degree in Finance, Economics, Accounting, or Business (MBA or MS in Accountancy)
  • Professional certifications such as CPA or CFA
  • Proven ability to generate sales of at least $500,000 annually
  • Strong writing and presentation skills for diverse audiences
  • Advanced analytical capabilities
  • Capacity to manage multiple projects at once
  • Self-starter with independent working capability

Responsibilities

  • Manage and grow existing client relationships while acquiring new ones
  • Create marketing content including whitepapers and blogs
  • Engage at conferences and networking events to promote services
  • Develop and manage detailed financial analyses and models
  • Prepare and oversee the preparation of detailed reports and presentations

Benefits

  • Confidentiality of personal information per EEO guidelines
Full Job Description
Our Client is looking to hire an experienced transaction advisory consultant at the director or principal level. The individual should be able to prepare, manage, and sell transaction advisory consulting services including financial due diligence, quality of earnings reports, fairness opinions, solvency opinions, valuations, and investor presentations. This individual will be expected to generate significant sales and should be comfortable at performing selling activities.

Responsibilities may include:
  • Developing business by managing existing client relationships and developing new clients
  • Developing marketing materials including whitepapers and blogs
  • Presenting and networking at conferences and similar events
  • Developing and/or managing the development of financial analyses and models
  • Preparing and/or managing the preparation of reports and presentations


Qualifications

Requirements:
  • Minimum 10-years of applicable experience
  • Advanced degree in Finance, Economics, Accounting, or Business (MBA or MS in Accountancy)
  • Professional designations such a CPA or CFA
  • Ability to self-generate sales of at least $500,000 per year
  • Excellent writing and presentation skills, as well as the ability to communicate complex finance/economic issues to non-technical audiences
  • Advanced analytical skills
  • Ability to multi-task and manage multiple projects simultaneously
  • Self-starter with the ability to work independently

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