Transaction Advisory Services

#LI-PL1 #LI-Hybrid

Essential Functions and Primary Duties

• Conduct financial advisory due diligence in buy-side and sell-side transactions.
• Review target company financial information and other data to identify:
• Historical and projected financial, operating and commercial trends.
• Quality of earnings adjustments.
• Working capital and net debt considerations.
• Potential liabilities and risks which impact valuation and negotiation of the target company.
• Identify pre- and post-acquisition transaction issues in the context of financial due diligence.
• Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
• Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
• Supervise, develop and evaluate staff.
• Liaise with other disciplines (tax) working on the due diligence projects.
• Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
• Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.

Minimum Qualifications

• Bachelor’s degree in relevant field
• 3 years of relevant work experience
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs