Vice President, Transaction Advisory Services

Duff & Phellps, LLC   •  

New York, NY

Industry: Financial Services


5 - 7 years

Posted 395 days ago

Responsibilities: Transaction Advisory Services professionals analyzefinancial and operational results of target company through reviewing accounting records and conducting interviews with management. 

  • Managing buy-side and sell-side financial due diligence engagements for private equity, lender, and corporate clients
  • Examining historical trends and discussing significant fluctuations and non-recurring items between periods
  • Assisting in identifying issues (quality of earnings, working capital considerations, debt and debt-like items) for purchase price reductions, deal restructuring, or deal termination
  • Identifying post-acquisition steps to achieve anticipated earnings/cash flow improvements
  • Assisting clients in identifying pre and post-acquisition transaction issues
  • Identifying new business opportunities and developing long-term business relationships
  • Managing and contributing to complex areas of the report-writing process
  • Mentoring analysts and senior associates


  • Minimum of 4 years related accounting or finance work experience
  • CPA certification preferred
  • Bachelor's in Accounting, Finance or other relevant discipline, or an MBA
  • Public accounting experience
  • Demonstrated superior analytical and problem solving skills
  • Demonstrated interpersonal and client relationships skills
  • Proven written and verbal communication skills
  • Demonstrated proficiency in Microsoft Office, with focus on PowerPoint and Excel
  • Flexibility to travel, as needed

Job ID 17000832