Job Description

Transaction Services Financial Diligence Director – $175-250K Plus Bonus

POSITION SUMMARY: The Financial Diligence Senior Manager / Director is responsible for overseeing all phases of project and engagement management for multiple clients in a wide variety of industries. Responsibilities include planning, directing, and completing projects and services in financial due diligence and developing and managing staff. The Financial Diligence Senior Manager / Director works closely with partners and staff and plays a key role in client management, practice development, and business development for an assigned group of clients.

Essential Duties and Responsibilities:

• Supervise and oversee all aspects of TS Financial Diligence engagements throughout the transaction process, and coordinate the work performed by multiple service lines.
• Serve as the day-to-day point person on engagements; lead meetings and calls with clients and target management.
• Plan, execute, direct and complete financial due diligence for financial and corporate strategic buyers from a variety of industries, including manufacturing and distribution, non-profit, high-tech, real estate, and financial services.
• Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively.
• Develop and maintain strong client relationships and cross-sell services.
• Manage business development activities, such as proposals, account teams, whitepapers, conferences, and/or other thought leadership material
• Work closely with Firm managers and partners to promptly identify and resolve client problems or issues
• Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
• Meet or exceed sales targets for new and follow-on work
• Meet or exceed targeted billing hours (utilization).
• Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
• Manage, develop, train, coach and mentor staff on projects and assess performance for engagement and year-end reviews
• Motivate others to perform at maximum efficiency without sacrificing quality of the services delivered
• Interview campus and/or experienced candidates
• Other duties as assigned.

• Bachelor’s degree in Accounting, Finance, Information Technology, MIS or related field. A Master’s degree is a plus.
• 10 plus years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level.
• CPA, CAMS, CRCM, ACFCS, CISA, CISSP, CIA, CISM or related license/certification.
• Solid experiencein the following: accounting, audit or transaction advisory services.
• Strong current knowledge in US GAAP, GAAS, SEC Reporting, transaction advisory services or mergers and acquisitions.
• Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice.
• Strong leadership, business, recruitment, training, and mentoring skills.
• Excellent written, presentation, leadership, and interpersonal communication skills.
• Ability to work additional hours and/or travel as needed.

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