Transaction Advisory Services Resume Samples
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Transaction Advisory Services Resume Samples
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SE
S Erdman
Salma
Erdman
53655 Robin Locks
Philadelphia
PA
+1 (555) 753 5747
53655 Robin Locks
Philadelphia
PA
Phone
p
+1 (555) 753 5747
Experience
Experience
Los Angeles, CA
Transaction Advisory Services
Los Angeles, CA
Strosin LLC
Los Angeles, CA
Transaction Advisory Services
- Support Managers with business development activities to sell work through development of internal and external client relationship networks
- Lead business development activities to sell work through development of internal and external client relationship networks
- Assist with the execution of the integration plan while working to identify areas for improvement including resolving integration issues
- Development and management of internal network and market relationships
- Develop and analyze complex financial models and perform financial analyses (historical performance review, financial forecast and free cash flow analysis)
- Work with practice leadership to actively pursue new client development, business development and marketing pursuit opportunities
- Assist account teams to manage work papers, engagement open and close processes, engagement letters, and tracking collections
Houston, TX
Transaction Advisory Services Analyst
Houston, TX
Bogisich LLC
Houston, TX
Transaction Advisory Services Analyst
- Develop people. Provide constructive performance feedback/training and conduct performance reviews. Foster teamwork and innovative thinking
- A dedication to teamwork
- Facilitate processes associated with business activities
- Participate in sales/marketing pursuit opportunities
- Achieve growth. Understand EY and its service lines and identify opportunities to serve clients
- Superior command of Excel, Word, and PowerPoint
- Efficient use of research databases (e.g., Bloomberg, CapitalIQ, etc.)
present
New York, NY
Transaction Advisory Services Experienced Infrastructure Advisory Professional
New York, NY
Schaden LLC
present
New York, NY
Transaction Advisory Services Experienced Infrastructure Advisory Professional
present
- Structuring and closing of financing for infrastructure projects and/or procurements, including the development, structuring, and negotiation of contract terms
- Assist with market tracking and research, business development, proposal writing and creation of marketing materials
- Participate in developing strategy, financial, project delivery, business planning, funding, procurement and/or policy analysis and recommendations for clients
- Exposure to structuring infrastructure financing transactions and/or procurements and the commercial aspects of the associated documentation
- Perform research, financial analysis, modeling and review and synthesize work by others
- Manage and build high performing teams and deliver exceptional client service
- Understand all key financial and commercial implications of the assignment
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Illinois at Chicago
Bachelor’s Degree in Accounting
Skills
Skills
- Proficient in detailed financial and commercial analysis and the ability to identify potential areas of sensitivity
- Ability to identify key issues on assignments and suggest workable solutions
- Strong work initiative and the ability to adapt to new challenges and ideas
- Strong word, excel and PowerPoint skills
- Effective time management and ability to keep calm when under pressure to meet deadlines
- Ability to work well within a team and build relationships at all levels
- Strong commercial awareness gained through direct experience of the financial services sector (either from an industry or Transaction Support role)
- Excellent analytical, communication (written and verbal), and interpersonal skills
- Ability to communicate effectively with key stakeholders
- Ability to work efficiently and effectively in a complex team environment
11 Transaction Advisory Services resume templates
Read our complete resume writing guides
1
Transaction Advisory Services Analyst Resume Examples & Samples
- Conduct due diligence investigations of client companies
- Prepare detailed memoranda and presentations focused on client company and industry analysis
- Gather and assimilate market data into usable reports
- Facilitate processes associated with business activities
- A bachelor's degree and 1-2 years of related work experience. Prior work experience as an analyst at bank / investment bank is preferred, but not essential
- Strong finance, math and reasoning skills
- Prior experience with and strong working knowledge of financial modeling
- Superior command of Excel, Word, and PowerPoint
- Efficient use of research databases (e.g., Bloomberg, CapitalIQ, etc.)
- FINRA registration a plus
2
Transaction Advisory Services Client Serving Associate Resume Examples & Samples
- Effective interpersonal and communication skills and the ability to interface with personnel at all levels, both orally and in writing
- Proficiency in the use of standardized software and hardware applications, including MS Word, Excel, and Lotus Notes
- Willingness and ability to travel up to 20%, if needed
3
Transaction Advisory Services Client Serving Associate Resume Examples & Samples
- Manage special projects associated with developing the groups capabilities and services
- Work with practice leader to manage activities and calendar
- Client service activities, some of which will require communication with EY clients as well as with EY client serving professionals
- Develop and enhance group processes such as engagement acceptance, quality review and engagement close
- Assist account teams to manage work papers, engagement letters, and tracking collections
- A four-year undergraduate degree from an accredited university or college
- Ability to handle large amounts of information and financial data
- Outstanding skills in Microsoft applications including Word, Excel, PowerPoint; Access is a plus
- Knowledge of Outlook / SharePoint is preferred
- Ability to perform assigned projects in a fast-paced, deadline driven environment
4
Transaction Advisory Services Client Serving Associate Resume Examples & Samples
- Interact with a client especially with regard to gathering information and scheduling
- Assist account teams to manage work papers, engagement close process, engagement letters, and tracking collections
- Ability to conduct research
- Work with CT practice leader to manage activities and calendar
5
Transaction Advisory Services Resume Examples & Samples
- Ongoing education and progress towards obtaining professional accreditations such as the MAI, CPA, ASA, etc. are pluses
- Experience in creating complex financial models (cash flow/property/portfolio modeling)
- A background in commercial real estate loan underwriting, acquisition due diligence, real estate valuation, asset management, finance, or market research
- Strong analytical skills and computer modeling skills
6
Transaction Advisory Services Resume Examples & Samples
- Certification as a CPA, Enrolled Agent or Attorney preferred
- A minimum of 2 years of relevant tax experience (tax compliance experience preparing or reviewing business tax returns preferred)
- Financial services experience preferred
- Excellent supervisory and organizational skills
- Ability to effectively team and interact with clients and practice leaders
7
Transaction Advisory Services Restructuring Belfast Resume Examples & Samples
- Ability to communicate effectively with key stakeholders
- Proficient in detailed financial and commercial analysis and the ability to identify potential areas of sensitivity
- Appreciation of the risks inherent in advising distressed businesses and their stakeholders
- Ability to identify key issues on assignments and suggest workable solutions
- Experience in presenting findings clearly in reports and other deliverables to clients
8
Transaction Advisory Services Resume Examples & Samples
- A good Accountancy / Business Degree
- At least 2 years of relevant experience
- Candidates with lesser experience may be considered for the Associate role
- Experience in managing projects and delivering solutions
- Good command of English and Mandarin
9
Senior Transaction Advisory Services Associate Resume Examples & Samples
- 3+ years of experience in Public Accounting or a related field
- CPA (eligible)
- Due diligence experience at a National or Regional accounting and/or consulting firm
- Exceptional analytical, research and audit project management skills, including proficiency in GAAP and GAAS rules, procedures and standards
- Master's Degree in Accounting or related field
10
Transaction Advisory Services Resume Examples & Samples
- Review and analyze information obtained from various channels and prepare valuation reports
- Prepare proposals and present valuation reports to clients
- Review and analyze valuation reports issued by other firms in order to assist audit teams on projects associated with fair value measurements
- Appraise company or asset values using the income approach, market approach or asset-based approach for transaction, financial reporting or tax purposes
- Provide valuation advisory support to clients during discussions on transactions
- Help develop project leads, and hire and train junior staff
11
Manager, Transaction Advisory Services Resume Examples & Samples
- Support business development of the OTS/CAS practice in Singapore and Asean, including preparation of presentations, preparing proposals and identifying new business opportunities
- Strategize and identify specific market/geographical opportunities to determine the best ways to grow and optimize capital
- Assess potential targets and identify, analyze and prioritize target list based on client?s key criteria
- Evaluate and gauge critical industry conditions around a potential target?s go-forward position
- Deliver a high degree of client satisfaction with the engagement process to drive additional and repeated engagements
12
Transaction Advisory Services Resume Examples & Samples
- Review companies' financial status, prepare pre-liquidation forecast and prognosis of cash flow requirements
- Prepare comprehensive financial reviews of companies' operations for the intention to secure investor, dispose and recover of assets
- Attend legal proceedings, adjudicate of creditors claims, investigate into antecedent transactions
- Involve in day-to-day management of judicial management, receivership, agent for mortgagee-in possession voluntary and compulsory liquidation engagement
- Help client in corporate risk management
- Provide support in marketing the services to banks and corporate clients
- Work with senior management to build the team and drive the business growth
- Hire and train junior staff
13
Markets Enablement Manager Transaction Advisory Services Resume Examples & Samples
- Project manage go-to market activities and business development programs such as client campaigns, growth platforms, content-specific studies and other prioritized initiatives that support the TAS service line’s strategic plan
- Drive the execution of TAS for go-to-market plans. Work closely with the service line leadership, Business Development Leader and partners to identify business needs, determine audience/accounts, co-develop actions and timelines, and align resources in support of go-to-market activities
- Oversee the TAS service line pipeline reporting and analysis; identify trends, opportunities and gaps. Determine go-to-market activities to enhance pipeline mass and velocity. Work with partners and practitioners to ensure and enhance pipeline integrity
- Track the results/impacts of go-to-market initiatives on pipeline and revenue, and provide status updates
- Help lead / facilitate some account planning/account team meetings and participate in the assessment of service quality (ASQ) activities for the service line
- Understand EY thought leadership, firm wide services and solutions, and how these apply to client issues. Collect/disseminate/promote awareness of best practices, knowledge and insights relevant to the go-to-market strategies
- Provide support on pursuits and account planning/account team meetings where there is no assigned Business Development Leader
- Participate in the strategic planning process for the TAS service line to identify the appropriate go-to-market activities required to achieve market growth
- Drive exceptional client service by delivering relevant insights and best practices across the TAS service line
- An MBA with at least 5 years of business experience, or a bachelor's degree with 7-10 years of business experience
- Demonstrated program/project management and execution experience, and a proven ability to manage multiple complex projects and initiatives at one time
- Strong organizational and time management skills; demonstrated ability to manage multiple priorities and stakeholders
- In-depth knowledge of sales management, and relationship and opportunity tools and processes
- Ability to work with senior executives (both internally and externally)
- Ability to manage ambiguity and successfully navigate large, matrixed organizations
- Ability to review reports, interpret data and identify trends that will assist in further targeting appropriate go-to-market activities that will generate pipeline growth
- Ability to work independently and with the team, collaborate effectively with other functional groups within EY, and rely on strong influencing skills to achieve results
- A strong executive presence; energetic and engaging style
- Banking or Finance experience is an asset
14
Restructuring Senior Manager Transaction Advisory Services Resume Examples & Samples
- A minimum of 10 years of related work experience; financial services experience with a particular emphasis on banking and the hedge fund industries preferred
- An internationally recognized professional accounting designation, such as CPA, CA, ACA, ACCA or equivalent; a recognized insolvency qualification would also be an asset
- Aptitude for quantitative and qualitative analysis
- A proven track record of being responsible for leading the growth of a practice including business development
15
Transaction Advisory Services Resume Examples & Samples
- Executive (Newly Qualified) - Audit experience required with some Insolvency (not a must)
- Senior Executive (1-2 years PQE) - Audit experience with prior TAS experience if possible
- Associate Director / Senior Manager / Manager (4-6 years PQE) - Audit, Banking & TAS experience required
- Business modelling
- Valuations
- Formal insolvencies
- Informal business reviews
- Working effectively as a team member by sharing responsibility, providing support, maintaining communication and updating senior members on progress
- Understanding our client's requirements, co-developing our approach with the client, and providing value to our clients through insights, factual conclusions and advice
- Gathering, verifying and analysing information to formulate views
- Day to day progression of assignments to include; planning, preparing and reviewing various forms of deliverables to include reports and presentations
- A focus on anticipating and identifying risks that require escalation and subsequently escalating these risks to more senior staff as appropriate
- Working closely with colleagues you will ensure that work is properly executed, documented and concluded in compliance with our Quality & Risk Management guidelines
- Actively establishing, maintaining and strengthening your internal and external relationships
- As an influential member of the team, you will help to create a positive learning culture. You will be responsible for mentoring and developing more junior members of staff and providing constructive feedback on both a formal and informal basis
- Maintaining and constantly upgrading technical knowledge and personal skills
- High level of commercial acumen
16
Transaction Advisory Services Resume Examples & Samples
- Help clients achieve their strategic goals, whether they are acquiring or divesting assets. You will
- Advise clients during the due diligence process to identify key value drivers, challenge assumptions about future performance and
- Work with other EY service teams to deliver an integrated service to our clients
- Likely to also work on a number of cross border assignments working with other EY offices around the world
- Bachelor's degree with at least two to three years of relevant work experience
- Candidates with lesser experience may be considered for Associate level
- Entrepreneurial mind set and business acumen
- Passion for helping clients achieve their potential
- Able to analyse financial and non-financial information to formulate views and conclusions
- Familiar with fundamental concepts of accounting including IFRS
- Good presentation skills and prior audit experience would be advantageous
- Possess data analysis & critical thinking skills with a flair in MS EXCEL applications
17
Transaction Advisory Services Restructuring Senior Manager Resume Examples & Samples
- Designated Canadian CA (or CPA as applicable) with minimum 5 years post qualification experience
- Minimum 5 years business experience, with specific skills in financial analysis
- Completion of or eligible to sit for the oral board of examination to qualify as a Licensed Trustee in Bankruptcy
- Completion of or demonstrated progression through the Chartered Insolvency and Restructuring Professional Qualification Program
- Experience on large, complex restructuring engagements
- Experience developing and working with cash flow models
- Advanced business modelling skills and experience required
- Proven capabilities in problem solving, situational analysis, creativity, negotiation and decision making
- High level of technical competence in conducting financial analysis
- Ability to prepare high quality written communication
- Comprehensive understanding of financial statement analysis
- Demonstrated project and people management skills
- An energetic attitude toward successful project completion
- Exposure to business development and building client relationships
- Understanding of key business drivers. The successful candidate for this position will have strong written and verbal communication/presentation skills, superior analytical skills, demonstrated project and/or people management skills and have been recognized for their 'roll up the sleeves' attitude and high levels of creative energy and enthusiasm
18
Transaction Advisory Services Resume Examples & Samples
- Providing financial due diligence services to merger and acquisition deals conducted by various financial and corporate buyers
- Analyzing the target's business drivers, quality of earnings, quality of assets and key deal issues etc
- Responsible for engagement planning, preliminary review of the deal structure
- Work closely with clients, targets and other professionals in the legal, tax, management consulting and valuation fields
- Help develop project leads, hire and train junior staff
19
Transaction Advisory Services Associate Resume Examples & Samples
- Be an active contributor for client engagement teams who will execute Operational Transaction Services/Commercial Due Diligence Services, and support key decision makers in developing and executing their transaction/due diligence strategy to secure deal value
- Support business development of the OTS/CFS practice in Singapore and Asean, including preparing presentations, identifying new business opportunities and preparing proposals
- Graduated with a degree in Business Management, Finance, Economics and/or other Business-related disciplines. MBA graduates highly preferred
- 2-4 years’ experience in similar capacities (transaction advisory services or consulting services)
20
Hcmc-transaction Advisory Services Resume Examples & Samples
- Manage M&A transaction projects
- Prepare pitch documents such as proposals, teasers and information memorandum
- Compile financial models and provide valuation analysis
- Work in conjunction with various professional advisors, including lawyers, to facilitate the preparation of Letters of Intent, terms sheets and Sale and Purchase Agreements
- Perform high-level financial analysis and review on client companies
- Participate in meetings among clients, counterparts and various professionals and provide support to the client in the negotiations; due diligence and deal closing process
- Provide support in business origination
- Guide and mentor a team of juniors; and
- Relevant tertiary qualification (e.g. Finance, Economics and Accounting major/concentration are preferred)
- MBA/CFA/CPA designation or working towards certification would be viewed favorably
- Minimum of 3 - 5 years in a professional services/corporate environment, preferably in Investment banks or PE funds
- Solid writing and analytical skills
- Sound computer literacy (MS Excel, Word and Power Point are essential)
- Ability to manage competing priorities
- Financial modeling skills, both quantitative and qualitative perspective, are highly valued
21
Transaction Advisory Services Referrals Resume Examples & Samples
- Advanced analytical and problem solving skills
- Experience in large transactions including mergers, strategic reviews, Valuation and Business Modeling or transaction integration
- Strong report writing skills
- Well developed communication and presentation skills
- Arabic language skills are highly desirable
- International experience and a background working in multicultural teams
- Past exposure in the Middle East market is highly valuable
22
Transaction Advisory Services Resume Examples & Samples
- Top 10 University graduates with a minimum of 1 years' relevant experience
- Strong Excel knowledge and good report-writing skills
- Ability to analyze financial statements and forecasts
- Excellent command of spoken and written English and Chinese
23
Transaction Advisory Services Resume Examples & Samples
- Supervise a team to perform detailed analysis on financial information to identify possible deal breakers and potential opportunities
- Assist clients in identifying control weaknesses in financial reporting functions as well as operational deficiencies
- Prepare proposals and present financial due diligence reports to clients
24
Transaction Advisory Services Resume Examples & Samples
- Manage client engagement teams executing Transaction Integration services, focusing on HR, and supporting key decision makers in developing and executing strategies for transactions
- Responsible for assessing the client's state of readiness with respect to people, resources, planning, data collection and strategy, while identifying high-risk areas, unidentified issues and areas for overall improvement
- Assist with the execution of the integration plan while working to identify areas for improvement including resolving integration issues
- Responsible for creating work products that document the engagement procedures performed against objectives
- Maintain relationships with client personnel
- Lead and motivate teams with diverse skills and backgrounds, while staying abreast of current business and industry trends relevant to the client's business. Use current technology and tools to enhance the effectiveness of services
25
Transaction Advisory Services Resume Examples & Samples
- Responsible for engagement planning, preliminary review of deal structure
- University graduates with a minimum of 5 years of professional audit experience, preferably with previous due diligence exposure
- Strong analytical, presentation and report writing skills
- Able to identify business opportunities and contribute to the Firm's practice through proactive interactions with clients' senior management
- Excellent command of spoken and written English and Chinese (Fluency in Mandarin is a must
- Traveling within the PRC is required
26
Transaction Advisory Services Resume Examples & Samples
- Support the engagements' managers to perform detailed analysis on financial and operational information to identify possible deal breakers and potential opportunities
- Prepare data-book, and draft financial due diligence reports
- Work closely with the overall TAS team and other services lines for cross selling opportunities
- University graduates with a minimum of 2 years' professional audit experience in the financial service sector and Big4
- CPA qualified
- Ability to assist with proposals
- Strong analytical, presentation and communication skills
- Frequent travel is required
- Excellent command of spoken and written English, Mandarin and Cantonese
27
Transaction Advisory Services Resume Examples & Samples
- Supervise a team to perform detailed analysis on financial and operational information to identify possible deal breakers and potential opportunities
- Seek new opportunity and proactively involve in marketing and business development related events for potential leads
- Work closely with the overall TAS team and other Services Lines for cross selling opportunities. Prepare proposals and present financial due diligence reports to clients
- University graduates with a minimum of 8 years' professional audit experience in financial service sector and Big4, preferably with previous due diligence and transaction advisory exposure
- Familiar with international generally accepted accounting practice
28
Transaction Advisory Services Resume Examples & Samples
- Support client engagement teams in executing Operational Transaction Services, focusing on Finance and/or Operational and/or HR and/or IT which support key decision makers in developing and executing their transaction strategies
- Assist the engagement manager for assessing the client's state of readiness with respect to people, resources, planning, data collection and strategy. Assist in identifying high-risk areas, unidentified issues and areas for overall improvement
- Assist in commercial due diligence projects, including market assessment, competitor studies and opportunity assessment
- Bachelor or master degree in accounting, finance, engineering, business, or a related field
- 2-4 years relevant transactional advisory experience and or commercial experience and or consulting experience in Big 4, MNC, investment banks, consulting firms or other related professional firms in managing business strategy, M&A projects, finance or operation or HR or IT areas
- Professional qualification of HKICPA or relevant qualification is preferred but not essential
- Experience in managing in complex business environments
- Strong written and verbal communication skills of English and Chinese
- Knowledge and experience in using Microsoft Office applications (e.g. Visio, Access and MS Project)
29
Transaction Advisory Services Resume Examples & Samples
- Manage client engagement teams executing Operational Transaction Services, focusing on Finance and/or Operational and/or HR and/or IT, which support key decision makers in developing and executing their transaction strategy to secure deal value
- Demonstrate a comprehensive understanding of integrations, carve-outs, operational due diligence and other types of transaction engagements
- Demonstrate excellent skills in project execution, including synergy assessment, project management, problem-solving and facilitation
- Assist in identifying risks and issues related to integration planning, timelines, and functional areas
- Assist in commercial due diligence projects, including market assessments, competitor studies and opportunity assessments
- Assist in business development activities including preparing presentations and attending pursuit meetings with clients
- Bachelor’s or Master’s Degree in accounting, finance, engineering, business, or a related field; MBA is a plus
- 5 years relevant transactional advisory experience and/or commercial experience and/or consulting experience in Big 4, MNC, investment banks, consulting firms or other related professional firms in managing business strategy, M&A projects, finance, operation, HR or IT areas
- Professional qualification of CPA or other relevant qualification is preferred but not essential
- Combination of Industry and Consulting experience is preferred
- Experience in re-engineering, turnarounds or business integrations, such as synergy evaluation, project management office organization, operating model development, or sales force, finance, HR, supply chain and IT implementation with a demonstrated aptitude for quantitative and qualitative analysis
- Experience in large-scale, post-merger integration or carve out is preferable but not mandatory
- Experience in managing complex business environments
- Strong written and verbal communication skills of English and Mandarin
- Strong knowledge and experience in using Microsoft Office applications (e.g., Visio, Access and MS Project)
30
Transaction Advisory Services Resume Examples & Samples
- Lead client engagement teams executing Operational Transaction Services, focusing on Finance and/or Operational and/or HR and/or IT, which support key decision makers in developing and executing their transaction strategy to secure deal value
- Demonstrate advanced knowledge of all phases and aspects of methodology across integrations, carve-outs, operational due diligence and other types of transaction engagements
- Responsible for assessing the client's state of readiness with respect to people, resources, planning, data collection and strategy, identifying high-risk areas, unidentified issues and areas for overall improvement
- Lead commercial due diligence projects, including market assessments, competitor studies and opportunity assessments
- Demonstrate ability to not only identify risks and issues, but also recommend resolutions
- Deliver a high degree of client satisfaction with the engagement process and work products sufficient to drive additional and repeated engagements
- Successfully supervise, coach, and mentor all levels of staff
- 8 years relevant transactional advisory experience and/or commercial experience and/or consulting experience in Big 4, MNC, investment banks, consulting firms or other related professional firms in managing business strategy, M&A projects, finance operation, HR or IT areas
- Experience in leading and managing complex business environments
- Ability to develop approaches and synthesize information in complex integration projects
- Advanced knowledge and experience in using Microsoft Office applications (e.g., Visio, Access and MS Project)
31
Transaction Advisory Services Director Resume Examples & Samples
- Advise both public and private sector organisations that require support in developing and managing large scale infrastructure projects across a range of sectors
- Independently lead a team, providing mentoring, support and coaching to junior team members
- Coordinate, lead and deliver detailed proposals and other business development material, achieving additional revenue for the firm
- Coordinate and manage client engagement, including billing, WIP, fee negotiations and risk management
- Proven ability to independently lead and deliver quality pieces of work and entire client engagements
- Strong commercial acumen and general commercial skills, with proven ability to develop revenue generation opportunities
- Demonstrated experience of economic or social infrastructure procurement and delivery
- Management and coordination of junior staff across teams
- Enthusiastic work ethic and willingness to learn new capabilities and perform engagements in new sectors or specialities
32
Transaction Advisory Services Resume Examples & Samples
- Contribute to writing and developing key work products including briefing memoranda, reports, presentations, and financial analysis
- A bachelor's degree and at least 2 years of related work experience; or a graduate degree and at least 1-2 years of related work experience
- Outstanding critical thinking skills
33
Transaction Advisory Services Resume Examples & Samples
- Support FSI client engagement teams executing Operational Transaction Services (Transaction integration/separation), focusing on Finance and/or Operational and/or HR and/or IT which support key decision makers in developing and executing their transaction strategy to secure deal value
- Support the leadership team in specific modules such as (Finance, Risk, HR, IT, etc.) over the full PMI cycle
- Support distinct parts of the Project Management Office (PMO) to give both client and EY PMO leadership leverage
- Demonstrate knowledge of phases and aspects of methodology across integrations, carve-outs, operational due diligence and other types of transaction engagements
- Demonstrate basic knowledge of the Financial Services Industry and the basic industry dynamics and processes ideally with a deeper focus in one of the key sub segments, e.g. Retail and Commercial Banking, Asset Management or Insurance
- Responsible for supporting the assessment of the client's state of readiness with respect to people, resources, planning, data collection and strategy, identifying high-risk areas, unidentified issues and areas for overall improvement
- Support project leaders in commercial due diligence projects, including market assessment, competitor studies and opportunity assessment by taking on module support or module leaderships roles depending on the engagement complexity
- Demonstrate ability to not only identify risks and issues, but support the resolution of such risks and issues
- Support Managers with business development activities to sell work through development of internal and external client relationship networks
- Show emerging problem solving skills and capabilities in an business development and project setting
- Bachelor or master degree in accounting, finance, engineering, business, or a related field; MBA is a plus
- 2-3 years relevant transactional advisory experience and or commercial experience and or consulting experience in Big 4 firm, Banks or Insurance companies, investment banks, consulting firms or other related professional firms in managing business strategy, M&A projects, finance or operation or HR or IT areas, experienced in insurance sector is preferred
- Experience in/exposure to re-engineering, turnarounds or business integrations, such as synergy evaluation, project management office organization, operating model development, or sales force, finance, HR, supply chain and IT implementation with a demonstrated aptitude for quantitative and qualitative analysis
- Ideally some exposure to large-scale post-merger integration or carve out projects is preferable but not mandatory
- Experience in working in complex business environments
- Ability to support the development of complex approaches and to synthesize information in complex integration projects
- Excellent problem solving, emerging project management, facilitation and interpersonal skills
- Strong written and verbal communication skills of English, Mandarin and Cantonese
- Solid knowledge and experience in using Microsoft Office applications (e.g. Visio, Access and MS Project)
34
Transaction Advisory Services Experienced Senior Resume Examples & Samples
- Assist in performing valuations of intangible assets for management planning; mergers and acquisitions; financial reporting; tax and regulatory compliance; restructuring and reorganization; and corporate strategy
- Generate reports and detailed financial models
- Maintain and develop positive, productive, and professional relationships with client personnel
- A bachelor's or master's degree in business, finance, or accounting with demonstrated aptitude in quantitative and qualitative analysis
- At least 1 year of relevant experience with a valuation practice of an accounting firm, national valuation firm, venture capital, investment banking, or commercial banking firm
- Achievement of or progress towards a CFA; ASA/AM designations are a plus
- Strong analytical, communication, project-management, and teaming skills
35
Transaction Advisory Services Resume Examples & Samples
- Tertiary qualifications in a relevant discipline (such as mathematics, engineering, economics, or computer science)
- Demonstrated experience in analysing large data sets efficiently with the ability to deal with ambiguities within data
- Highly computer literate with advanced Excel skills with proficiency in Business Intelligence / statistical tools
- Strong communication skills with the ability to clearly communicate meaningful insights to stakeholders to support desired business and strategic outcomes
- The ability to employ best practice for data visualisation
- The understanding of the structure, key drivers and rules relevant to the electricity market
36
Transaction Advisory Services Resume Examples & Samples
- Be the point of contact for all Corporate Secretarial matters and Know-How
- Perform a full range of company secretarial services for both private and listed companies
- Provide advice to clients on corporate secretarial matters
- Overseeing the delivery of portfolio and core compliance
- Training and coaching new joiners and graduates within the team
- A degree holder preferably in business, law or governance
- Minimum 5 years of company secretarial experience
- Member of ICSA / HKICS will be a plus
37
Transaction Advisory Services Resume Examples & Samples
- Assist clients in their management of multi-disciplinary efforts to advance large-scale projects
- Assist clients in the structuring and closing of financing for infrastructure projects and/or procurements, including the development, structuring, and negotiation of contract terms
- Demonstrate a deep understanding of capital project/program funding, financing and delivery mechanisms at the local, state, and national levels to support analysis of client projects
- Perform research, financial analysis and modelling, and review and synthesize work by others
- Participate in writing and developing key work products including briefing memoranda, reports, presentations, and financial analysis
- Mentor, train and supervise team members at the staff and senior
- A bachelor's degree and at least 5 years of related work experience; or a graduate degree and at least 4 years of related work experience
- Experience with large scale infrastructure projects with proven project management skills
- Outstanding critical thinking skills with the ability to solve unstructured problems
38
Transaction Advisory Services Resume Examples & Samples
- Analyse financial and other information in relation to clients
- Liaise with clients regarding business performance and prospects and identifying key valuation drivers
- Develop valuation models for businesses and intangible assets
- Prepare written reports and presentations outlining our valuation findings
- Work in a highly regarded team based in Sydney with opportunities for rotations into other areas
- Strong numerical and analytical skills and a sound grasp of financial accounting. CA or equivalent qualified would be advantageous
- Good interpersonal and client relationship skills and the ability to build internal and external networks
- Strong excel and financial modelling skills
- An aptitude to manage projects and strong report writing skills
39
Transaction Advisory Services Resume Examples & Samples
- Coordinate, manage and develop detailed proposals and other Business Development material in the public sector
- Independently lead team members; coordination of review comments, reporting to the senior personnel, and delivering discreet pieces of financial and commercial analysis
- Development and active management of the client relationship
- Win significant additional revenue for the firm, from existing clients and new clients
- We’re looking for people with the following experience
- A passion for infrastructure sector in Hong Kong
- Experience managing infrastructure procurement, project finance and/or M&A transactions as either on advisor, consultant, or other party involved in the transaction, or worked in a similar function for a corporate
- Excellent interpersonal and client management skills
- A strong understanding of financial modelling as it pertains to transactions and the sector
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Transaction Advisory Services Sweden is Looking for Senior Analysts & Managers to the Restructuring & Turnaround Team Resume Examples & Samples
- Participate in defining the scope of work, clearing conflicts, budgeting and dealing with staff planning
- Help delivering detailed financial, operational and commercial analysis, identifying key issues and potential areas of sensitivity and following these up with management or stakeholders as appropriate
- Help drafting presentations to stakeholders and assisting with delivery
- Proactively share technical knowledge with the team, and play a key role in team training
- Identify business development activities to sell work through development of internal and external client relationship networks
- Deliver exceptional client service
- Successfully supervise, coach, and mentor Staff and Senior levels
41
Transaction Advisory Services Resume Examples & Samples
- Independently leading a team, coordinating review comments, reporting to the partner, and delivering complete engagements
- Providing commercial and financial advice to clients (with minimal supervision from partner)
- Supervision of advanced financial modelling
42
Transaction Advisory Services Resume Examples & Samples
- Seasoned professionals with at least five years of professional experience
- Hands-on experience from transactions, corporate strategy, traditional IT strategy, and/or Digital
- Hands-on experience from due diligence (commercial, operational, IT, Digital), corporate strategy, and post deal projects (primarily carve-outs and integrations)
- Experience from strategy consulting and Telecom, Media, Technology industries
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Eyia Transaction Advisory Services Resume Examples & Samples
- Assist clients in the development and implementation of strategies to advance large-scale infrastructure and other projects
- Participate in developing strategy, financial, project delivery, business planning, funding, procurement and/or policy analysis and recommendations for clients
- Demonstrate an understanding of capital project/program funding, financing and delivery mechanisms at the local, state, and national levels to support analysis of client projects
- Perform research, financial analysis and modelling
- Participate in meetings with assigned clients as well as interested third parties
- Assist with proposal development efforts and creation of marketing materials
- Develop and mentor team members at the staff level
- Proven quantitative analytical capabilities
- Intellectually curious with a strong desire to develop professionally in the infrastructure finance and policy sector
- Willingness and ability to travel (up to 50%)
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Tas-transaction Advisory Services, Director Resume Examples & Samples
- Bachelor's degree in Finance, Accounting, Economics, Engineering or other business related fields
- Advanced degree(s) in overseas and applicable professional certification(s) are preferred
- Minimum 15 years of relevant M&A, restructuring or market entry strategy experience in a professional service or consulting firm environment, with at least 5 years in executive level
- High energy style, flexible and adaptive, with the ability to work well in a dynamic environment and demanding situations
- Strong leadership skills with an ability to motivate team member
- A ‘big picture point of view’, recognizing critical areas requiring analysis and review. Quickly structures approaches to solve complex problems
- Experience with proposal development, strong commercial instincts and interest
- Expert written and verbal communication skills in both Thai and English, self-directed with preparation of client ready document and presentation development
- Ability to work effectively with both clients and team members at all levels
- Effective mentoring to team members with an interest in their career progression
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Tas-transaction Advisory Services Resume Examples & Samples
- Experiences relevant to M&A, restructuring, financial due diligence, financial modeling or market entry strategy in a professional service or consulting firm environment are desirable
- Ability to manage multiple commitments and stakeholders
- Professional written and verbal communication skills in Both Thai and English
46
Transaction Advisory Services Analyst Resume Examples & Samples
- Participate in real estate advisory engagements including financial analyses, cash flow modelling, property/ portfolio modelling, analytical model reviews, loan portfolio underwriting, market due diligence, asset valuations, real estate appraisals and appraisal reviews, and other general real estate advisory services
- Specific responsibilities include financial and cash flow modelling, property/portfolio modelling, market information research, real estate documents analysis (including site/building plans, leases, appraisals, and mortgage underwriting/lending documents), market studies, and report writing
- Interface directly with clients
- Supervise and mentor junior staff
- A bachelor's degree in real estate (preferred), accounting, finance or business and at least 2 years of related work experience; or a graduate degree and at least 1 year of related work experience
- Strong Excel skills. Experience with ARGUS, financial modelling preferred
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Transaction Advisory Services Resume Examples & Samples
- Review financial data received from Transaction Support professionals and understand the expectation of data schedules to be prepared from project team
- Convert raw financial data into well-structured financial schedules in a databook conforming to standardized formatting requirements and deliver a complete databook to project team on a timely basis
- Perform quality reviews on accuracy of casting and cross-referencing in databooks and reports
- Work closely with project teams to provide continuous data compilation support during the entire due diligence process
- Utilize advanced Microsoft Excel functions to quickly turnaround data processing requests
- Some travel (<25%) may be required
- College diploma (or above) with basic accounting knowledge (i.e., completion of accounting-related courses in college)
- Holder of Certificate of Accounting is desirable
- Some working experience is a plus
- Highly proficient in using Microsoft Excel
- Attentive to details and sensitive to numbers
- Basic written English skills (accounting terminology) and fluency in Mandarin is a must
48
Transaction Advisory Services Resume Examples & Samples
- University graduates with a minimum of 5 years' professional audit experience in Big4, preferably with previous due diligence exposure
- Ability to travel approximately 50%
- Fluent in English, Chinese native speaker
49
Transaction Advisory Services Resume Examples & Samples
- Commercial due diligence
- Being a true business advisor to the client and establish yourself as a key client contact
- Highly numerate
- Ability to collect and utilize relevant business and industry trend information and to analyze this information effectively by applying numerical and strategic analysis techniques
- Analytical work experience preferably gained in a strategy consulting firm or a strategy department of a leading corporate
- Ability to plan and deliver sections of work against tight deadlines
- Strong commercial sense and project management skills
50
Transaction Advisory Services Resume Examples & Samples
- Lead teams undertaking commercial due diligence studies for financial investors
- Functional expertise in the following areas
- Market entry assessments
- Portfolio reviews
- Strategic options analysis
- Operational improvements
- Carve-out / Divestment
- Be self-motivated and organized with strong communication, presentation and team building skills and experience in producing high caliber reports, papers, and presentations
- Ability to adapt to a constantly changing and growing business environment will greatly assist with your success in this role
- Strong track record in management consulting from a top tier firm will be highly regarded
51
Transaction Advisory Services Resume Examples & Samples
- We're looking for exceptional people with transaction experience in the financial services sector
- ACA or equivalent qualification
- Strong commercial awareness gained through direct experience of the financial services sector (either from an industry or Transaction Support role)
- Demonstrate a keen interest in financial services activity and to become a specialist in a particular area of financial services
- Business development experience
- Ability to work well within a team and build relationships at all levels
- Effective time management and ability to keep calm when under pressure to meet deadlines
- Have counselling skills
52
Manager, Transaction Advisory Services Resume Examples & Samples
- Two (2) to three (3) years of prior TAS experience required
- An additional four (4) to five (5) years of public accounting experience, required, preferably within an audit role
- Prior experience interacting and working directly with C-level personnel preferred
- Strong verbal and written communication skills, specifically business writing aptitude
- Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
- Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
- Excellent project management skills with ability to produce quality work project with an attention to detail
- Ability to travel at least 30% of time
53
Transaction Advisory Services Director Resume Examples & Samples
- Primary accountability for financial analysis and modeling for due diligence projects and the development of quality of earnings reports
- The identification of BPM clients’ critical business and financial issues. Research, propose, and execute relevant strategies to reach a resolution on such issues
- Supervision of BPM TAS Team to support the generation of detailed financial analysis, provide due diligence support and create quality of earnings reports
- Supervise and mentor BPM professional staff while maintaining high levels of staff utilization
- Work with senior members of BPM team to identify and develop highly credible and defensible perspectives on strategies and directions in advisory engagements
- Maintain positive and productive relationships with BPM clients and enhance services provided through the effective use of technology, tools and project management skills
- Demonstrate ability to develop new opportunities for work, up-selling and cross-selling BPM services
- Minimum 5 years in transaction advisory, business valuation or accounting at a recognized and accredited professional services firm; both financial and operational industry experience a plus
- Minimum 12 years total in related industry
- Mastery in Microsoft Word, PowerPoint and Excel is required. Experience with various accounting packages and ERP systems desirable
- Demonstrated skill in sales and business development
- Outstanding business and financial statement analysis skills
- Ability to handle high stress professional situations and develop constructive outcomes
- Ability to manage multiple projects effectively and demonstrate the highest personal integrity and dedication to the timely completion of tasks
- Willingness to routinely travel throughout the Bay Area to serve client needs and meet with BPM colleagues
- Ability to manage project expenditures against budget and revenue guidelines
- Bachelor’s degree required, Masters preferred
- Designations: CPA (preferred), CFA, CTP, or CIRA
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Partner, Transaction Advisory Services Resume Examples & Samples
- Proven track record in the Chicago/Metro marketplace as a TAS partner/experienced senior manager at a firm with a dedicated TAS practice
- Balance of strong technical/analytical skills and ability to generate new business
- Strong people developer and mentor
- Team player – able to work well with audit and tax partners and their clients and collaborate with other TAS and consulting partners to increase firm market share
- Self-starter with entrepreneurial spirit and good business acumen
- Strong client service and market-facing capabilities
- CPA or Chartered Accountant
- Bachelor’s degree in accounting, finance or business related discipline
- Minimum 10-15 years of experience in financial and business due diligence
- Consulting (and ideally audit) experience with a national or regional firm
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Transaction Advisory Services Resume Examples & Samples
- Participate in due diligence engagements related to transactions involving private equity investor groups and strategic corporate buyers
- Analyse the financial and operational results of companies targeted for sale by reviewing accounting records and participating in interviews with management
- Perform industry and company research utilising online tools and publicly available information
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VP, Transaction Advisory Services Resume Examples & Samples
- Due Diligence professionals analyze financial and operational results of target company through reviewing accounting records and conducting interviews with management
- Examining historical trends and discussing significant fluctuations and non-recurring items between periods
- Assisting in identifying issues for purchase price reductions, deal restructuring, or deal termination
- Identifying post-acquisition steps to achieve anticipated earnings/cash flow improvements
- Assisting clients in identifying pre and post-acquisition transaction issues
- Identifying new business opportunities and developing long-term business relationships
- Managing and contributing to complex areas of the report-writing process
- Assisting the Practice Leader in overall practice management
- Helping the firm build a strong practice in South East Asia region (including Singapore & Japan)
- Working with cross-border teams including colleagues in the US and Europe
57
Transaction Advisory Services Analyst Resume Examples & Samples
- Analyze financial and operational results of targets through the preparation of various analyses by reviewing accounting records and conducting interviews with management, including finance, operations, human resources and marketing. Prepare/evaluate pro forma financial information. Assist in identifying issues for purchase price reductions, deal restructuring, or deal termination. Assist management in identifying pre/post-acquisition issues. Assist in preparing reports and schedules
- Evaluate the effects of seasonal and cyclical changes on cash flow requirements. Perform industry and company research
- Develop/maintain productive working relationships with client personnel. Direct the progress of fieldwork, inform supervisors of the engagement status, and manage staff performance. Comply with EY policies and guidelines
- Develop people. Provide constructive performance feedback/training and conduct performance reviews. Foster teamwork and innovative thinking
- Commit to developing knowledge. Use technology to continually learn, share knowledge with team members, and enhance service delivery. Respect/protect client information. Maintain an educational program to continually develop skills
- The successful candidate must also be willing and able to travel, when necessary
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Transaction Advisory Services Resume Examples & Samples
- Have a primary focus on data analytics in our decision support and transaction advisory services
- Serve as a member of a cross functional team contributing at each phase of the engagement lifecycle
- Proactively contribute as part of the engagement team that partners with client finance and operational professionals
- Identify issues, propose both strategies and technical approaches and deliver value-adding insights
- Have the ability to balance technical skills with project management and strong business acumen
- Maintain and develop positive, productive and professional relationships with clients
- Commit to developing knowledge, continue to learn and share knowledge with clients and other EY team members
- Stay abreast of current technology, business and economic developments relevant to our services and client's business
- A bachelor's degree and up to least 5 - 7 years of experience of experience in developing and implementing advanced analytics (predictive and descriptive) solutions
- Degree in mathematics/statistics or data science, postgraduate studies in business or data science fields is also preferred but not essential to the role
- Strong data analysis skills including the ability to identify, extract, manipulate and use statistical methods to analyse large data sets
- Experience in use of statistical software packages (SAS, SPSS, R) and experience in visualisation applications (Spotfire, Tableau, PowerView). Proficiency in Microsoft Excel with VBA knowledge, Microsoft Access and SQL is required
- Experience with packages and development environments is highly advantageous but not essential; including simulation products (e.g. Witness, Simul8), optimisation products (CPlex, Xpress-MP) or programming environments (VB.net)
- Capabilities in MS Word and PowerPoint are required
- This role may also suit candidates with professional experiences in consulting, investment or commercial banking, strategy, venture capital or financial research who are looking to focus on transaction analytics
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Senior Transaction Advisory Services Associate Resume Examples & Samples
- 3+ years of Public Accounting experience
- Due Diligence experience at a National or Regional accounting and/or consulting firm
- Previous experience Audit (Financial), Cash Flows, and Financial Statement Preparation
- Solid analytical and research skills
- Master's Degree in Accounting
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Transaction Advisory Services Resume Examples & Samples
- Lead and manage multiple transaction real estate valuation engagements
- Engagements include a variety of property types including multi-family residential, office, retail, hotel, warehouse, industrial, mixed-use, senior housing, and healthcare properties
- Work with practice leadership to actively pursue new client development, business development and marketing pursuit opportunities
- Interface with senior management of clients in both engagement execution and business development context
- Serve as the primary valuation point of contact for managers, senior and staff analysts in the valuation practice; assist with engagement scheduling and general practice management
- A bachelor's degree in real estate, accounting, finance or business and at least 8 years of related work experience; or a master's degree and at least 7 years of related work experience
- Professional accreditation such as the MAI, CPA, CFA or ASA preferred
- Demonstrated project management, supervisory, and people development experience
- Demonstrated ability to develop and sustain client relationships, identify business development opportunities and convert these into revenue
- Experience in financial analysis, valuation, and underwriting; real estate experience is preferred but candidates with general business valuation experience will also be considered
- Advanced Excel and financial modelling skills. Argus Enterprise experience preferred
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Transaction Advisory Services Resume Examples & Samples
- Bachelor’s or Master’s degree in Accounting, Finance, Business Administration or Economics (within 18 months of full-time employment)
- The willingness and ability to work additional hours as needed and travel to various client sites are also required
- Familiarity with US GAAP, transaction advisory services or mergers and acquisitions is preferred
- Excellent analytical, communication (written and verbal), and interpersonal skills
- Ability to handle multiple priorities and simultaneous projects
- Strong technical aptitude and skillset
- Demonstrated project management skillset including project planning and time management
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Senior Transaction Advisory Services Resume Examples & Samples
- A bachelor's degree (concentration in accounting, finance, economics or a related field preferred)
- Excellent interpersonal, analytical, and problem-solving ability
- High written and verbal communication proficiency
- A commitment to learning in a tax and financial planning technology environment
- Proficiency in technology applications
- Series 65 (or the ability to obtain it within a reasonably mandated period of time)
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Transaction Advisory Services Resume Examples & Samples
- A degree in finance, economics, accounting or business, with demonstrated aptitude in quantitative and qualitative analysis
- A minimum of 1+ years of direct experience utilizing Valuation techniques and methodologies (Purchase Price Allocations (PPA), Discounted Cash Flow (DCF), Income Approach, Market Comparables, etc) within a business valuation firm or practice or in venture capital, investment banking, commercial banking, financial research, national valuation firm or experience in a corporate finance role for an organization, preferably for M&A activities
- Experience conducting Valuations for tax planning purposes desired
- Achievement of or significant progress towards a CFA, ASA, CPA or related certification with the expectation of one completed designation within a given timeframe
- FAS 123 R, 157, 409a experience desired
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Transaction Advisory Services Resume Examples & Samples
- Assist the staffing coordinators with collecting availability data for new engagements and participating in the weekly staffing meeting
- Assist account teams to manage work papers, engagement open and close processes, engagement letters, and tracking collections
- Update engagement databases for new opportunities as well as backlog status
- Ability to conduct research as needed
- Ability to conduct proofreads as needed
- Manage special projects
- Monitor various project management activities and provide regular and ad hoc project updates
- Client service activities, requiring communication with EY client serving professionals
- Superior organization skills
- Strong work ethic and attention to detail
- Outstanding skills in Microsoft applications including Word, Excel, and PowerPoint
- Knowledge of Lotus Notes/Outlook is preferred
- Ability to manage multiple projects and priorities in an effective manner
- A general financial or accounting background is preferred, but a finance or accounting major is not required. Understanding of operations is a plus
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Transaction Advisory Services Experienced Infrastructure Advisory Professional Resume Examples & Samples
- Develop knowledge and substantial experience in relevant industry sectors
- Understand all key financial and commercial implications of the assignment
- Have an ability to challenge assumptions being made in an assignment
- Build and run a financial model
- Interpret data from the financial model in order to inform the client
- Draft project briefs, term sheets and information memoranda with strong attention to detail
- Manage and build high performing teams and deliver exceptional client service
- Technical skills required: Financial Modelling, Valuation, Financial Analysis, etc
- Qualifications: CFA/ MBA/ Masters, etc
- Years’ experience: 4 - 8 years post qualification experience
- Language requirements: Arabic language skills are preferable
- Industry experience - Relevant consulting and Infrastructure industry sector experience
- Geographic area experience is a bonus
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Intern, Transaction Advisory Services Resume Examples & Samples
- Identifying transaction focus areas based on preliminary analysis
- Researching public industry and competitor information relevant to the target company
- Analyzing cyclicality of target’s business and working capital trends
- Participating in discussions held with Management
- Contributing to the report-writing process
67
Transaction Advisory Services Resume Examples & Samples
- Advise the TAS SLL and TAS Executive (when required) on business operations and performance matters, including provision of recommendations and improvement plans
- Assist SLL in managing gross margin performance, and oversight of practice related cost performance in conjunction with the Finance Director
- Lead approved TAS operational initiatives (e.g. Off-shoring, business process improvement projects)
- Where required work with the Finance and Markets leaders to facilitate the business and financial planning process for TAS
- Oversight of resource management (scheduling) including effective mobility of resources at all levels
- Teaming with the TAS Talent, Markets, Finance and Quality Leads to bring a seamless support service to TAS
- Manage Business Continuity plans for Oceania TAS
- Facilitate the day to day operations of TAS through addressing issues as they arise that may impede the ability of our team to work effectively
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Transaction Advisory Services Associate Resume Examples & Samples
- In this role, you will have the opportunity to utilize your technical, analytical, operational, management and client service skills to
- Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and assist with the evaluation of the potential transaction in the context of their clients’ investment strategy
- Assist TAS Manager on Quality of Earnings and income statement analysis
- Act as lead on Quality of Net Assets (Balance Sheet) and Working Capital analyses
- Primarily responsible for the preparation of project databooks
- Possess appropriate report writing skills in order to write due diligence reports
- Display the ability to manage and prioritize team responsibilities, and proactively consult with senior members of the team as appropriate
- Consistently display leadership capabilities
- Actively recruit, train, and develop staff
- Bachelor’s degree required; Master’s degree in Accounting, Taxation or related field preferred
- Must have completed at least one “Busy Season”
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Manager, Transaction Advisory Services Resume Examples & Samples
- Bachelor’s Degree in Business, preferably in Law, Business or Economics
- MBA or JD highly desired
- Five (5)+ plus years of progressive experience with experience in real estate development, financial due diligence highly desired
- Experience in financial modeling and analysis, ability to read and interpret legal documents
- Bilingual – In addition to English, Mandarin highly desired
- Ability to travel approximately 5-10%
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Analyst, Transaction Advisory Services Resume Examples & Samples
- Preparing analytical schedules to be used in discussions with Management of target companies
- Researching technical accounting topics for contemplated transactions
- Investigating contingent liabilities, off-balance sheet items and related party transactions
- Analyzing quality of earnings and non-recurring items
- Reviewing target company's accounting policies for proper application of GAAP
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EY Reconnect Transaction Advisory Services Opportunities Resume Examples & Samples
- Business Modelling
- Operational Transaction Services (IT & Operations)
- Corporate Finance
- Due Diligence
- Restructuring
- Mergers & Acquisitions
- Debt Advisory
- Highly numerate – having a strong technical knowledge is key
- Technically minded – you will work within a transactions based environment which will require a good technical mind-set and a passion to learn
- Organisation – demonstrating strong organisation and management skills
- Communication - Communicating effectively with the engagement manager, the client, and the junior members of the team that you may coach, in a concerted effort towards delivering work products of the highest standard
- Support - assisting team members on current projects
- Previous experience within a transactions based environment either across FS or non-FS sectors
- Client facing experience within a transactions based environment
- Strong interpersonal skills and previous experience of similar team work
72
Transaction Advisory Services Resume Examples & Samples
- Conduct equity research, industry research, management interviews and site visits; analyse information obtained from various channels and prepare valuation reports
- Review and analyse valuation reports issued by other firms in order to assist audit teams on projects associated with fair value measurements
- Develop and analyse complex financial models and perform financial analyses (historical performance review, financial forecast and free cash flow analysis
- Research skills and ability to analyse financial statements and forecasts
73
Transaction Advisory Services Resume Examples & Samples
- Experience with the assessment, design and implementation of sustainable enterprise risk management frameworks including risk governance, risk appetite and risk tolerance, risk assessment, risk mitigation strategies, integration of risk management and strategic/business planning processes, and integration of risk management functions
- Knowledge of risk management or control frameworks (e.g. COSO, ISO, OCEG, etc.)
- Availability to travel as needed within and outside of the US and work in excess of standard hours when necessary
74
Manager, Transaction Advisory Services Resume Examples & Samples
- Participate in buy-side and sell-side financial due diligence engagements with both private equity and strategic corporate buyers
- Perform quality of earnings and quality of net assets analyses
- Analyze the financial operations of the target companies and identify issues that may impact the purchase price
- Understand and evaluate financial and operational trends of target companies
- Communicate due diligence findings in a formal report
- Supervise junior staff and provide performance review feedback
- Excellent communication skills (both oral and written)
- Strong client relationship skills
- Ability to manage multiple tasks/projects at a time
- 5+ years of recent public accounting experience required
- Prior transaction advisory services experience is preferred
- Current CPA license required
- MBA or CFA is preferred
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Senior Manager, Transaction Advisory Services Resume Examples & Samples
- Develop and maintain strong client relationships/project management
- Demonstrated career achievements and academic excellence
- 7+ years of recent public accounting experience required
- Prior transaction advisory services experience is required
- MBA or CFA preferred
76
Manager Transaction Advisory Services Resume Examples & Samples
- Scope a TS engagement using target/industry research and transaction experience in TMT sector, while considering areas for involvement of other service lines
- Gather, verify and analyse information, and formulate views, including views from a sector practice
- Project manage teams and work closely with all members as well as forming strong internal links within transaction support, the rest of transaction advisory services and other departments in EY both in and internationally to form multi-disciplinary teams
- Lead a project team to plan, prepare and review deliverables in various forms including excel databooks, written reports, presentations and discussions with the client
- Manage risk and quality, including engagement economics and risk management exposure
- Mentor junior team members and train on engagements. Assist in delivering/designing local training sessions
- Share your technical and other knowledge with your team and with the department
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Manager Transaction Advisory Services With Focus Life Sciences Resume Examples & Samples
- Manage and participate in due diligence engagements related to acquisitions by Life Sciences companies. Analyze financial/operational results of targets through reviewing accounting records and conducting interviews with management. Prepare/evaluate pro forma financial information
- Lead the preparation of client deliverables including excel databook analysis, reports, presentations and discussion packs
- Identify issues for purchase price reductions, deal structuring or deal termination. Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements. Evaluate effects of seasonality and cyclicality on cash flow requirements. Perform industry and company research. Correlate due diligence findings with client valuations. Manage expectations of service
- Generate new business opportunities for Life Sciences companies. Identify business development opportunities and assist Partners and Senior Managers on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the target company
- Assist in deploying new digital analytics tool such as Spotfire, Tableau, Alteryx
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Transaction Advisory Services Experienced Infrastructure Advisory Professional Resume Examples & Samples
- Management of multi-disciplinary efforts to advance large-scale client projects
- Structuring and closing of financing for infrastructure projects and/or procurements, including the development, structuring, and negotiation of contract terms
- Perform research, financial analysis, modeling and review and synthesize work by others
- Assist with market tracking and research, business development, proposal writing and creation of marketing materials
- Develop and mentor team members at more junior levels
- Knowledge of public-private partnerships (PPP), concessions and acquisition and project financing structures / contracts that relate to the infrastructure sector is advantageous
- Project Financing knowledge, with understanding of project financial modelling and financing markets, would be highly valued
- Arabic language skills would be beneficial
- Experience with large-scale infrastructure projects with proven project management skills
- Exposure to structuring infrastructure financing transactions and/or procurements and the commercial aspects of the associated documentation
- Quantitative analytical capabilities; ability to build market-accepted financial models is preferred
- Outstanding communication, writing and organizational skills
- Intellectually curious with a strong desire to develop professionally in the infrastructure finance sector
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Transaction Advisory Services Intern Resume Examples & Samples
- National level training resources and technology
- Development of leadership and networking skills
- Exposure to multiple clients within diverse industries
- Mentoring by Managers & Directors
- Connecting personal success with CBIZ & MHM success
- Assist TAS Seniors with Quality of Earnings and income statement analysis
- Assist TAS Seniors with Quality of Net Assets (balance sheet) and Working Capital analysis
- Effectively manage day-to-day client and target company interaction and relationships
- Assist TAS Seniors with the preparation of project databooks
- Possess appropriate report writing skills in order to write sections of due diligence reports
- Working towards a Bachelor's degree; Master’s degree in Accounting, Taxation or related field preferred; with a cumulative GPA of at least 3.25
- Active participation in student organizations or work experience in accounting or a related field is a plus, but not required
- Excellent interpersonal, analytical, research, including basic knowledge of GAAP rules, procedures and standards
- Ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Ability to multi-task, think independently and problem solve in a results driven team oriented environment
- Strong computer and technical skills including, Microsoft Office Suite and Outlook
