The Elliott Group

Transaction Advisory Manager

The Elliott Group$90K — $130K *
US-AnywhereRemote in New York, US
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum three years in transaction advisory services; five years of total professional experience
  • Bachelor's degree from an accredited institution
  • Current licensed CPA
  • Experience in leading buy-side and sell-side engagements, ideally within the lower to middle market
  • Strong Excel and Microsoft Office skills
  • Aptitude for business development and project management
  • Ability to thrive in fast-paced environments with a focus on client service

Responsibilities

  • Lead financial due diligence for private equity and strategic buyers
  • Analyze quality of earnings and working capital
  • Evaluate business performance and operational trends
  • Create customized reports addressing key financial issues
  • Communicate findings clearly in reports and conversations
  • Foster a collaborative team environment and mentor junior staff
  • Identify opportunities for performance improvement

Benefits

  • Generous paid time off and holidays, including the week between Christmas and New Year's
  • Flexible work schedules
  • Substantial parental and caregiver leave
  • Comprehensive health and wellness benefits, including mental health support
  • Access to one-on-one professional coaching
  • Participation in leadership and career development programs
  • Unique personal and professional growth experiences through the Beyond program
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 #LI-HYBRID #LI-EH1

About The Elliott Group

The Elliott Group is a global leader in the design, manufacture, and service of turbomachinery products for the oil and gas, petrochemical, chemical, and power generation industries. The company was founded in 1910 and is headquartered in Jeannette, Pennsylvania. The Elliott Group offers a wide range of products and services, including centrifugal and axial compressors, steam turbines, power recovery expanders, and control systems. The company has a strong commitment to innovation and sustainability, and is dedicated to providing its customers with the highest quality products and services.
Learn more about The Elliott Group
Size
2,000 employees
Industry
Founded
1895

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