Transaction Advisory Services Senior Job Description

Transaction Advisory Services Senior Job Description

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Transaction advisory services senior provides technical advice and guidance on financial matters to the Fiscal Services staff on issues of reporting, cost allocation and generally accepted accounting principles.

Transaction Advisory Services Senior Duties & Responsibilities

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

Sample responsibilities for this position include:

Manage staff on engagement deliverables (such as financial statements, tax returns, work papers)
Responsible for Executing transaction services engagements, including financial due diligence, business valuation, financial modeling and advisory engagements, performing business and financial analysis, conducting industry research, report writing and proposal preparation, under the guidance of partners and managers
Be a team member to execute transaction services engagements, performing business and financial analysis, and report writing following the guidance of managers and partners
Participate in meetings and conference calls with target company management and with client personnel, and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters
Keep abreast of latest developments and ensuring professional development through ongoing education
Manage accounting and due diligence process
Manage annual goodwill impairment process
Assist financial reporting team with implementation of new required disclosures
Relied upon for knowledge of industry trends, identify client issues and conflicts
Conduct industry research, research on specific business or accounting issues

Transaction Advisory Services Senior Qualifications

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

Licensing or Certifications for Transaction Advisory Services Senior

List any licenses or certifications required by the position: CPA, CFA, PMP, APICS, ACCA

Education for Transaction Advisory Services Senior

Typically a job would require a certain level of education.

Employers hiring for the transaction advisory services senior 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/Administration, Business, Graduate, Taxation, Engineering, Computer Science, Real Estate, Economics

Skills for Transaction Advisory Services Senior

Desired skills for transaction advisory services senior include:

MS Office applications
Specifically PowerPoint
U.S. Generally Accepted Accounting Principles and financial reporting issues
Mergers and acquisitions
Transaction services
U.S. Generally Accepted Accounting Principles
U.S. GAAP
C corporation
Excel and manipulation/analysis of diverse data sets
Financial statements

Desired experience for transaction advisory services senior includes:

Capable of initiating and maintaining solid relationships with all levels of client personnel, utilizing network and industry relationships to identify business development opportunities
Working in a team, undertaking detailed financial and commercial analysis of businesses to identify key issues facing underperforming businesses
Working with stakeholders (management/investors/banks) to identify the different recovery and restructuring options available to clients
Project management of key work areas, and management of junior team members
Undertaking critical analysis of trading and cash flow forecasts, preparing estimated outcome statements and evaluating other financial data and key business functions
2.1 degree with strong A’level results or equivalent academics/relevant insolvency or turnaround experience

Transaction Advisory Services Senior Examples

1

Transaction Advisory Services Senior Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of transaction advisory services senior. 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 senior
  • Execute financial modeling and business valuation analyses
  • Work closely with local and international colleagues external professional advisors, including tax advisors, lawyers and industry experts
  • Identify deal issues and assist in providing suggestions for solutions
  • Prepare high quality reports and deliverables
  • Work under supervision of and report to Associate Directors or Managers
  • Assist Partners, Directors and Associate Directors in developing local and international business opportunities by preparing pitching and proposal materials
  • Pursues and markets to higher education and government executives responsible for real estate and infrastructure capital improvement projects
  • Leading marketing and proposal development efforts in with a geographic focus on California and the West Coast
  • Performs day-to-day management of assigned projects that involve teams of financial, real estate and legal professionals, ranging from project P3 identification and conception to transaction negotiation and closing
  • Serves as a primary point of contact for California-based clients and business pursuits
Qualifications for transaction advisory services senior
  • Highly numerate with attention to detail and the ability to absorb quickly large amounts of data
  • Pass QP examinations of HKICPA or equivalent qualifications
  • Experience in transaction support / due diligence
  • Professional qualification of HKICPA/ CICPA or relevant qualification is preferred but not essential
  • More than 3 years` relevant work experience in Big 4, MNC, investment banks, securities houses or other related professional firms
  • A minimum of three years of experience with accounting, advisory, financial audit, or transaction experience
2

Transaction Advisory Services Senior Job Description

Job Description Example
Our innovative and growing company is hiring for a transaction advisory services senior. 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 senior
  • Organizes, directs, and coordinates planning and production of all activities associated with client engagements and business development and marketing activities
  • Oversees fiscal, operational and administrative management of projects
  • Manages project scope and ensures project tasks/deliverables are completed according to engagement requirements and client and Managing Director expectations
  • Demonstrates strategic thinking and problem solving by using appropriate information to diagnose project problems and identify possible solutions
  • Responsible for performing the day-to-day activities of a project and supervising and working with other team members, professionals from other firms involved in the engagement and client personnel in order to effectively accomplish designated tasks
  • Gather and organize information to facilitate effective data access and analysis
  • Maintain and review detailed working paper records reflecting assumptions, methodologies and sources of information employed during the performance of all analytical tasks
  • Work to ensure a quality product, delivery of all work within established time frames
  • Assist with preparation and review of draft written analyses, presentations, quantitative exhibits and other reports for third parties, findings and/or results of activities
  • Participate on conference calls with clients to review due diligence results
Qualifications for transaction advisory services senior
  • Strong understanding of US GAAP, including pension accounting, derivatives, business combinations and revenue recognition
  • At least 8 years’ experience with project management or consulting related to real estate and/or infrastructure finance and/or development
  • Minimum of 3 years specific experience as program/project manager on government or higher education projects
  • Experience negotiating, financing, or executing complex public-private partnership transactions is preferred
  • Bachelor’s degree required, MBA or Master’s degree highly preferred
  • 3 to 7 years of experience in professional commercial real estate and project finance advisory functions, investment banking, commercial banking, consulting, and/or public accounting
3

Transaction Advisory Services Senior Job Description

Job Description Example
Our company is looking to fill the role of transaction advisory services senior. 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 senior
  • Participate in major client pursuits including conducting industry research, and proposal preparation;
  • Prioritize and quantify key risk factors and present key findings to client
  • Maintain good working relationships with clients and work effectively with client management and staff at all levels to gather information in order to perform advisory services
  • Prepare client pitch book materials and assist in the proposal process
  • Work closely with senior associates and managers to promptly resolve client issues
  • Perform financial, accounting and operational due diligence related to client acquisition and financing decisions
  • Perform technical research and prepare client deliverables and analysis
  • Participate in client meetings and work onsite at client sites interacting with firm and client leadership to gather required information for analysis
  • Liaise with other practice groups within the firm including tax, assurance and consulting
  • Successfully project manage engagements to ensure high client satisfaction and monitor engagement economics
Qualifications for transaction advisory services senior
  • Strong financial modeling, financial analysis, and due diligence experience
  • Comfort talking to business owners and C-level roles
  • Proficient foreign language skill is a plus
  • Join a growing team with strong leadership, bright, energetic people with a truly entrepreneurial spirit
  • Work across the entire deal life cycle in a hands-on role, including both buy-side and sell-side work
  • Have opportunities to be part of projects outside of Transaction Advisory
4

Transaction Advisory Services Senior Job Description

Job Description Example
Our company is growing rapidly and is looking for a transaction advisory services senior. 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 senior
  • Leading multi-disciplinary teams on financial due diligence projects in the UK and across Europe
  • Analysing and validating financial and strategic assumptions including revenue, maintainable earnings, future cash flows and deal structuring
  • Overall responsibility for delivery of smaller projects (direct with Partner / Director) or responsibility for standalone divisions / sections of FDD on larger projects (this will include buy or sell side, refinancing and equity raising transactions)
  • Direct communication and liaisons with M&A bankers and clients on appropriate presentation and business valuation of target opportunities, in line with diligence findings
  • Preparation of information memorandum and investment documents for Private Equity clients
  • Business development including identification and valuation of target opportunities and preparation of pitch documents
  • Wanting to make a difference…?
  • Interested in working with seasoned professionals that have chosen the lower and middle market…?
  • Assisting with the day-to-day execution of transactions, which includes preparation of information memoranda, management presentations, valuation analysis and taking responsibility for the preparation of information and client communications
  • Perform buy and sell-side financial HR due diligence, global HR post-deal integrations with respect to mergers, acquisitions, spin-offs, carve-outs, and other similar transactions for Fortune 1000 and middle market companies and private equity investors
Qualifications for transaction advisory services senior
  • Previous experience in Transaction Advisory is essential in addition to experience in Financial Due Diligence across Financial Services or Private Equity / Corporate M&A transactions
  • Qualified Big 4 trained Accountant and / or an exceptional relevant academic record – professional qualifications can include and are not limited to
  • Native Dutch is essential in addition to fluent business level English
  • 2-4 years of relevant experience in a Big 4 Audit, FAS or Consulting environment
  • CPA or sufficient hours to meet CPA requirements
  • Familiarity with Internet-based financial research resources for corporate information, SEC filings, competitive data
5

Transaction Advisory Services Senior Job Description

Job Description Example
Our company is looking to fill the role of transaction advisory services senior. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for transaction advisory services senior
  • Work with FTI’s carve-out and merger integration teams (and other outside advisors / vendors) on HR transition and integration engagements, focusing on the establishment and merging of HR, compensation and benefits platforms, providing PMO oversight across the various key HR workstreams, including Day 1 readiness, SPA / TSA maintenance, employee transition & offer letters, HR target operating model, retention / severance / RIFs, payroll / HRIS, compensation and benefit plans, and employee communications
  • Participate in the engagement process from start to finish, including assisting with setting scopes, budgets, creation and coordination of client-ready deliverables with FTI's engagement teams, and direct communication of results with clients
  • Team with staff at similar levels to knowledge share and develop others
  • Integrate and convert target company data into meaningful information for analysis that is used to drive discussions with management
  • Ability to prepare financial schedules and other analyses in Excel
  • Assist in analyzing trends in operating results and working capital
  • Assist in the preparation of written reports and presentations
  • Participate in various meetings and conference calls the clients and target management
  • Write and/or review detailed reports regarding due diligence and financial
  • Identify diligence issues which may affect purchase price, deal structure or deal termination
Qualifications for transaction advisory services senior
  • Professional qualification of CICPA or international equivalent CPA designation (e.g., ACCA, AICPA, CA) is preferred
  • Above 3 years' related experience in due diligence / audit / financial advisory sector
  • Prior work experience in audit, financial analyst, investment banking is preferred
  • Professional credentials such as CPA, SEC-FA license, CFA is a plus
  • Intellectual curiosity with the desire to continue to develop professionally
  • Willingness and ability to travel domestically (5-10% overnight travel)

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