Transaction Advisory Services Manager Job Description

Transaction Advisory Services Manager Job Description

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Transaction advisory services manager provides accurate and complete financial data in compliance with generally accepted accounting principles and UnityPoint Health financial policies.

Transaction Advisory Services Manager Duties & Responsibilities

To write an effective transaction advisory services manager job description, begin by listing detailed duties, responsibilities and expectations. We have included transaction advisory services manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Research complicated US GAAP transactions
Provide quarterly US GAAP updates to accounting management
Work with international subsidiaries on new US GAAP issues
Analyze target company data to identify EBITDA adjustments, historical and projected financial and operating trends, working capital considerations, and potential liabilities and risks which impact valuation of the target company
Prepare tailored Power Point reports addressing all items of financial due diligence
Coordinate with other service lines involved in the engagement including tax, IT, HR
Participate in business development efforts
Analyze detailed financial statement information
Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions
Assist in the construction 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

Transaction Advisory Services Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Transaction Advisory Services Manager

List any licenses or certifications required by the position: CPA, CFA, MBA

Education for Transaction Advisory Services Manager

Typically a job would require a certain level of education.

Employers hiring for the transaction advisory services manager 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, Computer Science, MBA, Economics

Skills for Transaction Advisory Services Manager

Desired skills for transaction advisory services manager include:

MS Office applications
Mergers and acquisitions
Transaction services
U.S. Generally Accepted Accounting Principles
U.S. Generally Accepted Accounting Principles and financial reporting issues
IFRS desirable
Specifically PowerPoint
US GAAP
Investment banking
Transaction advisory services

Desired experience for transaction advisory services manager includes:

Participate in meetings and conference calls with target company management and with client personnel and will serve as a secondary point of contact for client personnel with respect to day-to-day execution matters
Partner with various accounting teams to ensure that transactions related to new accounting pronouncements are recorded accurately
Assist revenue accounting and general accounting teams in the implementation of the new revenue accounting standard
Prepare all hedging documentation relating to the organization’s derivatives
Maintain and enhance the organization’s Global Accounting Policies
Manage all pension accounting

Transaction Advisory Services Manager Examples

1

Transaction Advisory Services Manager Job Description

Job Description Example
Our company is looking for a transaction advisory services manager. 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 manager
  • The role may involve a significant amount of travel within the U.K
  • Work closely with local and international colleagues from different service lines external professional advisors, including financial advisors, lawyers and industry experts
  • Conduct timely performance reviews for Staff and Senior employees and help to develop and guide staff
  • Performs (as part of a team) sell-side financial due diligence for clients who are acquiring businesses
  • Plan and manage due diligence engagements
  • Apply TAS Best Practices to ensure consistent quality of service and work product
  • Act as primary client contact for the duration of the due diligence process
  • Perform industry research as needed on engagements
  • Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
  • Analyze historical financial and operating results of target companies, explain business trends and identify risks
Qualifications for transaction advisory services manager
  • Client focused with the ability to establish effective working relationships
  • Ideally (but not a prerequisite) a good working knowledge of different insolvency procedures together with related insolvency legislation/case law
  • Involvement in marketing initiatives and practice development activities
  • For Manager, 5 years
  • Willingness to travel is a must (occasionally with short notice)
  • Minimum of 5 years experience in an Audit or transaction advisory practice within a national public accounting or consulting firm, those with a mix of audit and corporate M&A development experience will also be considered
2

Transaction Advisory Services Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of transaction advisory services manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for transaction advisory services manager
  • Gaining a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them
  • Leads and coaches a team to identify the right deal, execute the deal successfully and deliver the promised returns
  • Identify potential deal breakers through pre-bid due diligence to determine viability of a proposed deal
  • Determines achievability of target's financial forecasts and future potential based on target's product, market, competitor and customer insights
  • Prepares a strategic and operation plan that outlines an agreed view on the intended degree of integration and resulting implication
  • Identifies risks and pricing considerations when conducting due diligence activities to ensure they are delivered in accordance with relevant policies, frameworks and procedures
  • Enables strategic and fact-based decision making by providing clients with actionable insight-based transaction analyses specific to key client's issues
  • Collaborates with functional teams and third parties across the entire M&A lifecycle to help client maximize the deal value
  • Identifies potential issues that could impact the realization of the full value of the deal
  • Keeps in mind legal and statutory requirements, financial controls requisites, and strategic and operational KPIs when defining readiness plans
Qualifications for transaction advisory services manager
  • 8 years of experience (minimum of manager level attained in large public accounting firm)
  • Strong verbal communication skills and the ability to communicate complicated accounting transactions to non-accounting members of senior management
  • Experience in working in a restructuring environment across a broad range of transactions
  • Minimum of 6 years experience in an Audit and Transaction Advisory practices within a national or regional public accounting or consulting firm
  • CA qualified (ideally first time passes) or equivalent qualification/experience
  • Relevant experience of minimum 5years (post qualification)
3

Transaction Advisory Services Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of transaction advisory services manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for transaction advisory services manager
  • Helps clients brings a deal to market by preparing carve-out financial statements, performing detailed business valuations, analyzing potential deal structures, and related costs / benefits
  • Mobilizes engagement team around a structured process for the evaluation, tracking and reporting of synergy targets
  • Acts as a financial advisor across a broad spectrum of transactions through a sophistical analysis of financial information
  • Builds an in-depth knowledge of the client's business and stays up-to-date on industry activities, marketplace trends, and leading practices
  • Applies quality assurance, risk management, and confidentiality procedures in all areas of work performed and managed
  • Interpretation of information memoranda, business plans, publicly available information on the target business
  • Review and investigation of historical trading, cash flow and balance sheets
  • Managing and working effectively in diverse teams within an inclusive team culture where people are recognised for their contribution
  • Coordinate and balance resource sharing both regionally and nationally across industry teams, functional teams and other business units
  • Other responsibilities and projects as directed by the TAS Operations Director or National TAS Leader
Qualifications for transaction advisory services manager
  • Transaction experience/exposure would be an advantage
  • Focussed on high quality service
  • Specific Financial Services industry expertise
  • Must have a strong understanding of cost accounting and inventory valuation
  • Regularly communicate with client as to engagement issues (e.g., billing, status updates, scope changes) including preparation of proposals, scope of procedures, request lists
  • Manages a number of responsibilities in the face of competing priorities
4

Transaction Advisory Services Manager Job Description

Job Description Example
Our growing company is looking to fill the role of transaction advisory services manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for transaction advisory services manager
  • Maximize revenue and growth opportunities
  • Contributes at a leadership level to build the TS Strategic Solutions practice YOY ensuring annual practice objectives are met
  • Analyze financial results of acquisition target companies, perform quality of earnings assessments and communicate findings
  • Assist business owners, CFOs and corporate executives with their corporate financial and accounting needs
  • Manage client expectations concerning project deliverables and deadlines
  • Independently perform and oversee advanced financial analysis on companies in a variety of industries and communicate findings and recommendations to senior level employees the client's management team, board of directors, lenders and equity sponsor
  • Prepare restructuring and turnaround strategy including business plan for companies across various stages of growth and turnover
  • Conduct lender and owner negotiation to effectuate a successful restructuring
  • Mentor/develop of analyst/associate
  • Conduct oversight of associates in conducting financial analysis
Qualifications for transaction advisory services manager
  • Delegates appropriately and clearly sets out what is expected from others
  • A minimum of five years of experience with accounting, advisory, financial audit, or transaction experience
  • Five (5) or more years of prior Transaction Advisory experience required
  • At least 5 years of experience within a strategy consulting firm, or strategy related corporate functions, or as an investment analyst
  • Bachelor or Master Degree, with MBA as a strong plus
  • Corporate working experience in other functions is considered a plus
5

Transaction Advisory Services Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of transaction advisory services manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for transaction advisory services manager
  • Participate in practice and firm building activities such as training/mentoring, interviewing, program development and business development
  • Periodic travel may be required to various unanticipated worksites in the US
  • Project Optimize – Technology/Infrastructure Management
  • Project management and oversight of the National TAS initiative to improve efficiency and quality through technology improvements and process improvements
  • Assist the development of new initiatives including report writing tools, SharePoint/cloud, and data analytics tools
  • Project management and coordination of technological and IT investments/upgrades including time and billing systems, resource management systems, conflict checks and transactional databases, report writing and data analytics software solutions
  • Liaison with corporate IT to help monitor and communicate needs specific to the development and growth of the TAS practice
  • Assist Quality and Risk Management (QRM) with operational needs including reporting, analysis, project management, systems, and other operational needs
  • Operational and project management support of new product offerings such as BPA/Data Analytics, Deal Advisory Services, FRASS and Data Automation
  • Help support the development, pilot and roll-out of new product offerings
Qualifications for transaction advisory services manager
  • You have a degree from a university (master's in Finance & Accounting
  • Minimum of 2+ years of audit experience, preferably dealing with middle market companies
  • Minimum of 2+ additional years of financial due diligence experience
  • Ability to multi-task and manage multiple engagements at once
  • Strong relationship building and networking abilities
  • Dedication to the firm’s Core Values

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