Vice President, Transaction Advisory Services in Dallas, TX

$150K - $200K(Ladders Estimates)

Duff & Phellps, LLC   •  

Dallas, TX 75201

Industry: Finance & Insurance


5 - 7 years

Posted 54 days ago

Duff & Phelps' Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing.

At Duff & Phelps, your work will help protect, restore and maximize value for our clients. Join us and together we'll maximize the value of your career.


Transaction Advisory Services professionals analyze financial 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

Valid Through: 2019-10-17