Transaction Advisory Services Job Description
Transaction advisory services
provides transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts.
Transaction Advisory Services Duties & Responsibilities
To write an effective transaction advisory services job description, begin by listing detailed duties, responsibilities and expectations. We have included transaction advisory services job description templates that you can modify and use.
Sample responsibilities for this position include:
As an influential member of the team, you will help to create a positive learning culture
Achieve success in client service delivery
Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data
After an investigative analysis, assist in the preparation of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows
Performs (as part of a team) sell-side financial due diligence for clients
Prepares detailed financial analysis to help clients evaluate the financial performance of the company and key issues that may be of interest to a prospective buyer
Assist in the preparation of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows
Assist the team in further articulating how such findings should be incorporated into the client's valuation and sale / purchase agreement, and provide other negotiating points
Analyze financial/operational results of targets through reviewing accounting records and conducting interviews with management
Manage expectations of service and review the work of Staff and Senior employees
Transaction Advisory Services Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Transaction Advisory Services
List any licenses or certifications required by the position: CPA, CFA, PMP, APC, RICS, CMA, CISA, CIA, CA
Education for Transaction Advisory Services
Typically a job would require a certain level of education.
Employers hiring for the transaction advisory services job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, Business/Administration, Graduate, Taxation, Engineering, MBA, Computer Science, Economics
Skills for Transaction Advisory Services
Desired skills for transaction advisory services include:
IFRS desirable
MS Office applications
U.S. Generally Accepted Accounting Principles
Mergers and acquisitions
Transaction services
Purchase accounting and transaction related issues
Specifically PowerPoint
IFRS
Mergers and acquisitions and transaction services
GAAP and SEC requirements
Desired experience for transaction advisory services includes:
Mastery in Microsoft Word, PowerPoint and Excel is required
Excellent interpersonal and written communication skills in order to interact with internal and external clients of the firm
Minimum of four years experience in an audit practice (or Transaction Support) of a national public accounting firm
Minimum of four "busy seasons" in an audit practice (or Transaction Support) of a national public accounting firm
Minimum of 6 years experience in an Audit practice (or Transaction Advisory) within a national public accounting or consulting firm
Minimum of five years experience in an audit practice (or Transaction Support) of a national public accounting firm
Transaction Advisory Services Examples
1
Transaction Advisory Services Job Description
Job Description Example
Our company is looking to fill the role of transaction advisory services. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for transaction advisory services
- Varied and interesting work within the PFI/PPP/P3 area in the UK, Ireland and overseas
- Responsibility for ongoing bid work, market tracking and development of opportunities
- Client relationship management and ongoing advice to Clients and Lenders for projects upon which you work – repeat business is an important feature of the teams workload and maintenance of ongoing relationships is important
- Dialogue with individuals who provide the finance or legal advice for implementation of projects
- Develop long term relationships with individuals in the finance and legal world who advise upon projects within the PFI/PPP market
- Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
- Prepare financial models related to mergers, acquisitions, or other related transactions
- Schedule and supervise the tasks and project assignments of senior analysts
- Actively participate in the development of the group’s Best Practices
- Develop proposals, including budgets and scope of work, and present proposals to prospective clients
Qualifications for transaction advisory services
- Minimum of 5 years of Due Diligence experience
- Minimum of 4 years related accounting or finance work experience
- Bachelor's in Accounting, Finance or other relevant discipline, or an MBA
- Minimum of 4 years related accounting work experience
- Big 4, National or large regional firm and prior transaction advisory experience preferred
- Significant deal activity and expertise within the software industry is strongly preferred
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Transaction Advisory Services Job Description
Job Description Example
Our growing company is hiring for a transaction advisory services. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for transaction advisory services
- Analyze historical financial and operating results of target companies
- Mentor, train and supervise lower level staff
- Ensure TAS professionals are effectively utilized to support the achievement of financial plans for the business
- Collaborate with TAS regional scheduling leads and client engagement teams to understand business needs
- Plan and develop strategies for engagement management while incorporating functional requirements and priorities (financial, capacity)
- Track project feedback reviews and provide real time updates to market leads and career advisors
- Generate reports that forecast utilization and monitor productivity, conflicts, leverage, availability, non-charge hours
- Manage TAS Industry Program by scheduling calls, keeping notes, and holding team members accountable for action items assigned
- Lead TAS/Audit Rotation program in liaising with applicants, regional rotation leads, and TAS/Audit leadership
- Work closely with TAS Operations Director and the LPD Team in coordinating all aspects of the annual training conference
Qualifications for transaction advisory services
- Bachelor's degree in Accounting and a CPA designation are required
- Between one (1) to three(3) years of experience in a professional services firm performing audits and related services, manufacturing and distribution client experience preferred
- Professional designations or candidacy (CFE, CFA, ) and / or an advanced degree and due diligence experience are a plus
- Minimum of 1 year experience in an audit practice (or Transaction Support) of a national public accounting firm
- Possess a balance of strong auditing / accounting skills, and corporate finance knowledge
- Experience consisting of a total of at least 3+ years of relevant external audit experience in a public accounting firm experience
3
Transaction Advisory Services Job Description
Job Description Example
Our growing company is looking for a transaction advisory services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for transaction advisory services
- Advise clients on enhancing tax opportunities and managing risk associated with mergers and acquisitions
- Work with Firm Leadership to help recruit and build out a National Transaction Advisory Practice
- Lead TAS team in marketing and business development initiatives Work with National Private Equity Practice both on the investment fund side and portfolio company side to develop new business opportunities
- Participate in lender diligence engagements including debt originations and refinancing credit diligence for both regulated and unregulated lenders
- Create Quality of Earnings reports (EBITDA), including direct analysis of working capital, quality of net assets, forecast analysis, debt and near debt items, customer/product/channel/category sales and margin
- Assess market trends that may impact project cash flow requirements and deal valuations
- Use marketplace trends and operations know-how to provide insight to M&A client
- Due diligence for both buy side and sell side transactions
- Business development activities including significant client exposure at meetings, pitches and client events
- Relationship building with both client peers and their A&M peer group, planning and participating in relationship building activities
Qualifications for transaction advisory services
- At least ten(10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions
- Proven ability to initiate and maintain solid relationships with all levels of client personnel, utilizing network and industry relationships to identify business development opportunities
- Minimum 5 years in transaction advisory, business valuation or accounting at a recognized and accredited professional services firm
- Minimum 10 years’ of professional services experience providing merger integration, separation or operations consulting in a management consulting capacity
- Master's or MBA degree in finance, business, engineering, economics or related field
- Ability to generate new business through the cultivation of existing relationships the development of new relationships by various efforts
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Transaction Advisory Services Job Description
Job Description Example
Our innovative and growing company is looking for a transaction advisory services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for transaction advisory services
- Analyze tax risks of target companies using tax returns, accounting information and interviews with management
- Evaluate tax information
- Write and/or review detailed reports correlating tax due diligence and tax structuring findings with client valuations
- Recommend post-acquisition actions to achieve tax efficiency and minimize tax risks
- As part of a select and highly skilled team, you will have the opportunity to get involved in multiple and challenging Transaction Advisory engagements, working closely with many of our European Managing Directors
- A&M work with a variety of large-cap and mid-cap PE houses, corporate clients and financial institutions providing you with broad industry exposure
- You would gain constant exposure to the Senior Directors and Managing Directors, leveraging their substantial deal experience but also to be actively and proactively involved in commercial, business development, and marketing
- You will be given the opportunity to use the commercial aspects of your financial analysis skills, being given exposure to the key drivers and valuation considerations which drive a transaction
- Our Transaction Advisory team can work alongside operational and commercial professionals in combined project teams enhancing your understanding of the broader due diligence and wider deal process
- You will be encouraged to internally network with other service lines and to work on external marketing events to build cross- service line relationships
Qualifications for transaction advisory services
- Ability to cross-sell other firm services within Corporate Finance, Compliance & Regulatory Consulting, Disputes & Investigations, Tax Services and Valuation Advisory
- Demonstrated experience with managing of day to day aspects of client relationships and projects
- Minimum of five years’ experience in either an Audit Manager capacity or combined work experience with at least one year in Transaction Advisory/Financial Due Diligence
- Currently pursuing a Bachelor or Masters of Science/Business Administration in Accounting or Finance from an accredited college or university
- Bachelor or Masters of Science/Business Administration in Accounting from an accredited college or university
- More than two (2) years of prior TAS experience required
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Transaction Advisory Services Job Description
Job Description Example
Our growing company is hiring for a transaction advisory services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for transaction advisory services
- Create Quality of Earnings reports (EBITDA), including direct analysis of working capital, quality of net assets, forecast analysis, debt and near debt items, customer/product/channel/category sales and margin Analysis, inventory costing and bill of materials analysis
- Participate in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
- Develop, mentor and inspire junior staff
- Analyze target company financial and operating results to identify non-recurring, unusual or out-of-period transactions that affect reported earnings
- Analyze trends in operating results and working capital
- Develop agendas and lead meetings with target management
- Prepare tailored written reports and supporting Excel schedules
- Coordinate with other service lines involved in the engagement
- Oversee project completion within budget
- Supervise associates and senior associates
Qualifications for transaction advisory services
- Minimum of 8 years experience in a mix of Audit and Transaction Advisory practice within a national public accounting or consulting firm
- Bachelor's in Accounting, Economics, Finance or other relevant discipline, or an MBA
- Experience in a public accounting role
- Minimum of 1-3 years of related work experience (including understanding tax issues related to M&A tax due diligence, deal structuring, and post-acquisition planning)
- Proficiency in Microsoft Office, with focus on Word, Excel and PowerPoint
- Transactions Advisory - A minimum of 2 years in Transactions Advisory Services at a Big 4 firm