Full Job Description
Elliott Davis Advisory, LLC's Transaction Advisory Services ("TAS") practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers. We are rapidly growing and would love to have you join our team!
Responsibilities
• Lead engagement teams by performing financial due diligence procedures for buy-side and sell-side engagements for private equity, mezzanine funds, and strategic buyers
• Perform quality of earnings, debt and debt-like, working capital analysis
• Develop an understanding of a target's business, recognize and evaluate key performance drivers, operational trends and developments of target companies, in addition to challenging target assumptions
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness considerations
• Communicate due diligence findings and critical deal issues confidently in a clear, concise and articulate manner, both verbally and in written reports
• Create a collaborative team environment, motivate, and develop and mentor/coach team through communication and actions
• Lead and participate in people development and business development efforts
• Provide timely, high quality client service that meets or exceeds expectations
• Identify performance improvement opportunities and recommend creative solutions to complex issues, in addition to identifying critical post-closing issues to be addressed
• Growth minded, strengthens and develops client relationships, and oversee engagement economics and management of resources
• Collaborate with other Elliott Davis team members
Requirements
• A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience
• Bachelor's degree from an accredited college/university
• Current licensed CPA
• Big 4, National or large regional firm experience preferred
• Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space
• Excellent verbal and written communication skills
• Strong Excel skills and proficient in Microsoft Office
• Aptitude towards business development
• Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project
• Ability to thrive and adapt in a fast-paced, dynamic environment
• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues
• Ability to manage multiple responsibilities simultaneously (multi-task)
• Superior client service focus
• Ability to travel to client locations as required
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