Director of Transaction Advisory Services at Armanino providing financial advisory through due diligence and collaborative engagements. Leading financial analysis for private equity deals with a strong emphasis on client management.
Responsibilities
Conduct Financial Due Diligence, including preparation of Quality of Earnings reports
Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes: Purchase Price Accounting, Deal Structuring, Integration & Support, and IP Sales
Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc. including footnote disclosures
Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals
Manage and coordinate approach of client, Armanino’s engagement teams, and third-party diligence providers throughout the transaction process
Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company.
Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management’s budget, and indebtedness considerations.
Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting; including Accounting Policies & Procedures, Financial Statement Close Process and Process & Controls Implementation
Lead, mentor and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process.
Build team culture and environment for scaling a hyper-growth consulting business
Cultivate relationships with senior executives at client companies and private equity sponsors and leverage them to generate projects
Support the business development team with client delivery or sector specific expertise
Foster culture of growth and a business development mindset
Act as a thought leader in the market
Provide high-quality consulting services by taking personal ownership for delivering client engagements that are fact-driven, solution oriented and meet Armanino’s A+ Execution standard for quality
BS degree in Accounting, Finance, or another Business-related field is required
Minimum 10 years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level
Strong Excel and PowerPoint skills
Experienced in client advisory on financial accounting issues, and have an understanding of significant business events (mergers, acquisitions, and carve-outs)
Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills
Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well
Able to effectively communicate complex issues and solutions
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Flexibility to work from home while collaborating in person half the time.
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