Transaction Advisory Services Senior Resume Samples
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Transaction Advisory Services Senior Resume Samples
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JC
J Cole
Jameson
Cole
843 Alexandrea Ports
San Francisco
CA
+1 (555) 516 0451
843 Alexandrea Ports
San Francisco
CA
Phone
p
+1 (555) 516 0451
Experience
Experience
Boston, MA
Transaction Advisory Services Senior
Boston, MA
Blick-Schuster
Boston, MA
Transaction Advisory Services Senior
- 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
- Helping client in Corporate Risk Management
- Act in an analyst/senior consultant role on a wide variety of engagements, primarily including: hospitality development advisory, real estate valuation, market & financial analysis, strategic planning, operational and tourism advisory. Engagements include a variety of property types including hotel, vacation ownership, resort residential, golf clubs, mixed-use developments, retail, office, condominium-hotels and tourism attractions
- Stay abreast of current business and economic developments relevant to the client's business
- Work closely with clients, targets and other professionals in the financial due diligence, legal, tax and valuation fields
- Leading due diligence meetings with target management
- Interacting with client staff and advisor, bankers, , and other stakeholders to obtain information, report findings and provide instructions
San Francisco, CA
Transaction Advisory Services Senior Associate
San Francisco, CA
Mayer LLC
San Francisco, CA
Transaction Advisory Services Senior Associate
- Participate in client engagement teams delivering professional services that focus on complex client business problems involving Commercial Due Diligence, Operational Due Diligence, Integration, Carve-Out and Operational Restructuring Services
- Be an active contributor for client engagement teams, who will execute Operational Transaction Services, and support key decision makers in developing and executing their transaction strategy to secure deal value
- Support business development of the OTS practice in Singapore and Asean, including preparation of presentations, preparing proposals and identifying new business opportunities
- Demonstrate advanced knowledge of all phases and aspects of methodology across integrations, carve-outs, and other types of transaction engagements
- 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
present
San Francisco, CA
Transaction Advisory Services Senior Infrastructure Advisory Professional
San Francisco, CA
Schmitt, Schuppe and Schamberger
present
San Francisco, CA
Transaction Advisory Services Senior Infrastructure Advisory Professional
present
- Assist with market tracking and research, business development, proposal writing and creation of marketing materials
- Assist clients in the development and implementation of strategies to advance large-scale infrastructure and other projects
- Perform research, financial analysis, modelling and review and synthesize work by others
- Manage and build high performing teams and deliver exceptional client service
- Structuring and closing of financing for infrastructure projects and/or procurements, including the development, structuring, and negotiation of contract terms
- Participate in developing strategy, financial, project delivery, business planning, funding, procurement and/or policy analysis and recommendations for clients
- Understand all key financial and commercial implications of the assignment
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Southern California
Bachelor’s Degree in Accounting
Skills
Skills
- Applicable industry and/or consulting experience
- Experience in re-engineering, turnarounds or business integrations, with a demonstrated aptitude for quantitative and qualitative analysis
- Experience leading and managing in complex business environments
- Ability to make detailed assessments of technology, operations or manufacturing infrastructure
- Ability to determine risks and opportunity areas
- Ability to synthesize approaches to complex integration conflicts
- Ability to adapt to new challenges and ideas
- Excellent problem solving, project management, facilitation and interpersonal skills
- Strong written and verbal communication skills
- A dedication to teamwork
7 Transaction Advisory Services Senior resume templates
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1
Transaction Advisory Services Senior Resume Examples & Samples
- Applicable industry and/or consulting experience
- Ability to make detailed assessments of technology, operations or manufacturing infrastructure
- Ability to determine risks and opportunity areas
2
Transaction Advisory Services Senior Resume Examples & Samples
- Perform valuations for management planning; mergers and acquisitions (M&A); tax and financial reporting; and shareholder disputes
- Actively contribute to report generation and detailed financial modeling
- Maintain positive, productive, and professional relationships with client personnel and colleagues
- Develop, train and mentor team members at the Staff level
- A minimum of 1 year 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
- Achievement of or significant progress towards a CFA, ASA, CPA or related certification
3
Transaction Advisory Services Senior Resume Examples & Samples
- Participate in real estate advisory engagements including financial analyses, cash flow modeling, property/ portfolio modeling, analytical model reviews, loan portfolio underwriting, market due diligence, asset valuations, real estate appraisals and appraisal reviews, and other general real estate advisory services
- Engagements include a variety of property types including multi-family residential, office, retail, hotel, warehouse, industrial, mixed-use, infrastructure, and special-use properties
- Specific responsibilities include financial and cash flow modeling, property/portfolio modeling, market information research, real estate documents analysis (including site/building plans, leases, appraisals, and mortgage underwriting/lending documents), market studies, and report writing
- Participate in sales/marketing pursuit opportunities
- . A bachelor’s degree or graduate degree in real estate, finance, accounting, hospitality and/or other relevant academic major and at least 2 years of related work experience
- Ongoing education and progress towards obtaining professional license(s) and accreditations such as state appraisal license(s), MAI, CPA, ASA, etc. desired
- Strong Excel skills and financial modeling expertise. Argus, Access and Visual Basic experience strongly desired
4
Transaction Advisory Services Senior Resume Examples & Samples
- Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements
- Perform industry and company research related to transaction audit
- Develop people and supervise transaction audit staff effectively
- Provide constructive feedback/training and conduct performance reviews
- Understand and follow workplace policies
- An active Certified Public Accountant (CPA) certification or equivalent is preferred and required for promotion to manager
- A minimum of 3 years’ public accounting experience (experience related to mergers and/or acquisitions transactions preferred)
5
Transaction Advisory Services Senior Resume Examples & Samples
- Serve as a member of a cross functional team contributing at each phase of the engagement lifecycle, including requirements definition, design, development, testing and post delivery support
- Demonstrate high levels of technical and professional knowledge and quickly assimilate new knowledge
- Demonstrate commitment to quality project execution and delivery by consistently providing exceptional levels of service
- Pro-actively contribute as part of the engagement team that partners with client finance and operational professionals to design and implement solutions
- Identify issues and propose both strategies and technical approaches
- Take responsibility for contributions to the team and assist in fostering an innovative and team-oriented work environment
- Commit to developing knowledge, continue to learn and share knowledge with clients and team members
- A bachelor's degree and at least 2 years of (or a master's degree and 1-2 years of) experience in developing predictive and prescriptive analytics solutions
- Degree in statistics or related data science; CPA or CFA strongly preferred
- Strong data skills; the ability to identify, extract, manipulate and use statistical methods to analyze large data sets is crucial to success
- Significant experience in use of statistical software packages (SAS, SPSS, R). Experience in visualization applications (Spotfire, Tableau, PowerView) preferred
- Excellent analytical, communication, teamwork and interpersonal skills
- Experience in venture capital, investment banking, commercial banking, strategy, and/or financial research a plus
- PC proficiency including MS Word, Access, PowerPoint, VBA and MS Excel
6
Transaction Advisory Services Senior Resume Examples & Samples
- Participate in advisory engagements involving analysis of hospitality companies and proposed projects, including market, financial, operational and investment analyses; acquisition/development due diligence; strategy design; valuation; and tourism planning, market and feasibility studies
- Demonstrate a thorough understanding of complex real estate concepts
- Review work performed by staff members and assist with quality control of work products
- Research and assist with practice development and business development efforts
- Foster teamwork and innovative thinking through training on advisory procedures
- A bachelor's degree and at least 2 years of related work experience in the hospitality industry; or a graduate degree and at least 1-2 years of related work experience
- A degree in real estate, hotel management, hospitality, finance, economics, accounting, and/or other appropriate academic major
- Experience working as an advisor for a professional services firm, or particular business/ industry experience to meet special needs
7
Transaction Advisory Services Senior Resume Examples & Samples
- An undergraduate degree from a leading college or university with a major in finance or accounting
- 2-4 years of relevant work experience as an analyst at a bank/investment bank
- Strong finance, math, reasoning, writing and interpersonal skills
- Financial modeling and valuation experience
- Excellent command of Excel, Word, and PowerPoint
- Familiarity with information resources such as Bloomberg and CapIQ
8
Transaction Advisory Services Senior Resume Examples & Samples
- Experience in audit or consulting, Client Service focus a must
- Knowledge of Working Capital Analysis process a plus
- Certified Public Account (CPA) a plus
- PC proficiency including MS Excel, Word, Access and PowerPoint
9
Transaction Advisory Services Senior Resume Examples & Samples
- A degree in engineering, business, finance or accounting with demonstrated aptitude in quantitative and qualitative analysis
- Relevant experience with a venture capital, investment banking, commercial banking, or national valuation firm or experience in the valuation practice of an accounting firm
- An engineering aptitude combined with financial and analytical skills to provide technical valuation services
- Ability to manage project expenditures against budget and revenue, and provide sound guidance to team members to ensure the completion of work deliverables
- PC proficiency including MS Access, Excel, Word, and PowerPoint
10
Transaction Advisory Services Senior Resume Examples & Samples
- Demonstrated aptitude in quantitative / qualitative analysis and corporate finance
- Superior skills in SharePoint, SQL, and SQL Server Reporting Services with additional experience in any of the following preferred: HTML, JavaScript, PowerView, PowerPivot, Access, VBA; C#
- CPA / CFA qualification is preferable
11
Transaction Advisory Services Senior Resume Examples & Samples
- Participate in multiple engagements including financial analyses, cash flow modeling, business plan assessments, market due diligence, asset valuations, real estate appraisals and appraisal reviews, and other general real estate advisory services
- Engagements include a variety of property types including lodging, vacation ownershiop, multi-family residential, office, retail, industrial, mixed-use, infrastructure, and special-use properties
- Specific responsibilities include financial and cash flow modeling, property/portfolio modeling, market research, real estate documents analysis (including site/building plans, leases, appraisals, and mortgage underwriting/lending documents), market studies, and report writing
- Opportunity to work on cross-border engagements in Latin America and the Caribbean
- .A bachelor’s degree or graduate degree in real estate, finance, accounting, hospitality and/or other relevant academic major and at least 2 years of related work experience
- Hospitality industry experience a strong plus
- Experience in acquisition due diligence, real estate valuation, asset management, finance, or market research
12
Transaction Advisory Services Senior Resume Examples & Samples
- Experience working with clients in the life sciences industry
- An excellent working knowledge of Excel to develop financial models
- Excellent interpersonal and relationship-building skills
- A dedication to teamwork and a determination to work as hard as needed
13
Transaction Advisory Services Senior Resume Examples & Samples
- Manage own time to budgets and communicate progress against plan to senior executive/assistant director
- Demonstrate commercial awareness and understanding of the client agenda with examples of this reflected in findings and work
- Build strong internal relationships within the business modelling team and across other service lines
- Develop and maintain productive working relationships with client personnel
- Determine own learning and career development objectives, agree and manage own development plan
- Contribute to people initiatives, including recruiting, retaining and training business modelling professionals
- Demonstrable organization and self-management skills
- Highly numerate with a natural interest in Excel; some experience in financial modelling (for example, in the fields of acquisitions, refinancing, project finance or other corporate finance transactions) would be desirable
- Ability to understand, manipulate and interpret financial data and commercial documentation and reports, drawing appropriate conclusions
- Analytical in approach
- Ability to learn quickly and keep abreast of developments
14
Transaction Advisory Services Senior Resume Examples & Samples
- A bachelor's degree and at least 3 years of related work experience; or a graduate degree and at least 2 yea0wr of related work experience
- An advanced degree (master's or Ph.D.) in a quantitative discipline, with demonstrated aptitude in quantitative and qualitative analysis of financial instruments desired
- A minimum of 1 year of relevant experience with a national valuation firm or accounting firm's valuation practice, or in investment banking, private equity/venture capital or commercial banking
- Experience in valuing complex securities, including options, warrants, fixed income securities, structured products and other derivatives
- Achievement of or progress towards a CFA, FRM, PRM or ASA, or related certification
15
Transaction Advisory Services Senior Resume Examples & Samples
- Perform business valuations for management planning, mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganization, and corporate strategy
- Maintain and develop positive, productive, and professional relationships with clients
- Train and mentor engagement team members at the staff level
- A bachelor's degree in engineering (preferred), business, finance or accounting and at least 2 years of related fixed asset valuation work experience; or a graduate degree and at least 1 year of related work experience
- Relevant experience in the valuation practice of an accounting firm or national valuation firm, or in a venture capital, investment banking, commercial banking firm
- Engineering aptitude combined with financial and analytical skills to provide technical valuation services
16
Transaction Advisory Services Senior Resume Examples & Samples
- Either TAS experience OR public accounting experience with exposure to due diligence
- Desire to learn Transaction Services and Mergers & Acquisitions
- Big 4 experience
- CPA or parts passed
17
Transaction Advisory Services Senior Resume Examples & Samples
- TAS experience or public accounting experience
- Desire to learn Transaction Services, Mergers & Acquisitions, due diligence etc
- 4-8 years of total related experience
18
Transaction Advisory Services Senior Valuation Business Valuation Resume Examples & Samples
- Identify issues and propose strategies related to the procedures executed
- Perform basic supervisory duties and mentor and train junior staff
- Review the work of all staff and confirm the work steps are completed accurately
- Foster an efficient, innovative, and team-oriented work environment
- A bachelor's degree in finance, economics, accounting or business and at least 2 years of related work experience; or a graduate degree and at least 1-2 years of related work experience
- Experience in Financial Modeling including experience building models from scratch in MS Excel and related software preferred
- Willingness and ability to travel, when necessary
19
Transaction Advisory Services Senior Resume Examples & Samples
- Participate in real estate advisory engagements including asset valuations, real estate appraisals and appraisal reviews, financial analyses, cash flow modeling, property/ portfolio modeling, analytical model reviews, loan portfolio underwriting, market due diligence, and other general real estate advisory services
- Specific responsibilities include valuations of commercial properties for a variety of purposes, reviews of third party appraisals, and reviews of client prepared valuations
- Supervise and mentor staff
- A certified general (i.e. commercial) real estate appraisal license
- Experience with ARGUS
20
Transaction Advisory Services Senior Resume Examples & Samples
- Perform due diligence projects to provide a thorough review of corporate tax returns and financials needed to evaluate and calculate potential tax exposures
- Provide guidance and mentorship to staff level engagement team members
- A bachelor's degree and at least 3 years of relevant work experience; or a graduate degree and 2 at least years of related work experience
- An accounting major preferred; or a master’s degree in accounting, MST or JD/LLM preferred
- Tax compliance experience preparing or reviewing business tax returns desired
- Strong writing, research, analytical, leadership and organizational skills
21
Transaction Advisory Services Senior Resume Examples & Samples
- Develop and review financial models for purposes including strategic planning; mergers and acquisitions; investment appraisal; financial accounting and tax planning
- Serve as a member of cross functional client engagement teams
- Actively contribute to client deliverables, including the delivery of financial models
- Mentor and develop engagement team members at the staff level
- A bachelor's degree in business, finance, or accounting and at least 2 years of related financial modeling work experience; or a graduate degree and at least 1 year of related work experience
- Relevant experience may include venture capital, investment banking, corporate development, or strategy
- Strong financial modeling skills including the ability to create robust and flexible financial models based on client’s financial and operational information
- Superior financial modeling skills in MS Excel with additional experience in any of the following preferred: MS Access; SQL Server; Data Visualization applications (e.g. Tableau, MS Powerview); Statistical packages (e.g. MATLAB, SPSS); VBA; C#
22
Transaction Advisory Services Senior Resume Examples & Samples
- Advise companies regarding strategic and corporate finance alternatives
- Prepare financial models
- Research pursuing industries and/or companies to be used for prospective buyers lists
- Supervise, coach and mentor Analysts
- Existing Series 7 and/or 79 plus Series 63 securities licenses (preferred)
- Strong working knowledge of Excel to develop financial models
- Willingness and ability to travel as necessary
23
Transaction Advisory Services Senior Associate Resume Examples & Samples
- Participate in client engagement teams delivering professional services that focus on complex client business problems involving Commercial Due Diligence, Operational Due Diligence, Integration, Carve-Out and Operational Restructuring Services
- Be an active contributor for client engagement teams, who will execute Operational Transaction Services, and support key decision makers in developing and executing their transaction strategy to secure deal value
- Support business development of the OTS practice in Singapore and Asean, including preparation of presentations, preparing proposals and identifying new business opportunities
- Demonstrate advanced knowledge of all phases and aspects of methodology across integrations, carve-outs, and other types of transaction engagements
- 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
- Degree in Business Management, Finance, Economics, Finance Engineering and/or other Business/Finance-related disciplines. MBA graduates highly preferred
- 4-10 years’ experience in similar teams (Transaction Advisory Services or Advisory Services)
- Excellent time management and ability to deliver projects on time
24
Transaction Advisory Services Senior Resume Examples & Samples
- Prepare complex financial analyses and models
- Prepare detailed memoranda and presentations describing the key attributes of client companies and industries
- Perform comparables analysis
- Participate in various marketing and recruiting activities of the firm
25
Transaction Advisory Services Senior Resume Examples & Samples
- Provide advice to clients on large scale and complex infrastructure procurements and other commercial issues with respect to infrastructure projects
- Undertake report preparation, financial modelling, analysis on infrastructure and large scale government projects
- Become an integral member of our team, working closely with senior team members
- Coordinate and develop detailed proposals ands other business development material
- Manage client engagement tasks, including WIP and other administration
- Tertiary qualifications in finance / accounting / business / economics or engineering
- Experience gained from within practice, corporate services or government sectors and demonstrated ability to work effectively in teams
- Good commercial acumen, report writing, research / analysis skills as well as strong financial modelling skills
- A strong interest in infrastructure and potentially experience in the commercial and financial aspects of transport and/or social infrastructure projects
- Good time management skills, an enthusiastic work ethic and a willingness to get involved in new areas and the ability to confront challenges
26
Transaction Advisory Services Senior Resume Examples & Samples
- Valuate different financial vehicles and packages, and present pricing models
- Work closely with partners in deal negotiation and closing of sales contracts
- Facilitate post-sale service engagement
- Good understanding of M&A cycle
- Strong project management skill
- Familiar with research and analysis tools such as Bloomberg and Thomson
27
Transaction Advisory Services Senior Resume Examples & Samples
- 2 -3 years professional audit experience, preferably with previous corporate restructuring exposure
- Ability to travel approximately 50% of the time
- Able to work under high pressure and adapt to a dynamic working environment
- Excellent problem solving, facilitation and interpersonal skills
28
Transaction Advisory Services Senior Associate Resume Examples & Samples
- Use an issue based approach to deliver growth, market and portfolio strategy engagements for corporates
- Support business development activities through both leading specific pursuits and developing long-standing advisory relationships with senior clients
- Participate actively in the building of an industry segment practice across EY service lines
- Contribute to the development of intellectual capital in service line and industry practices
- Growth strategies
- Post-merger integration
29
Transaction Advisory Services Senior Resume Examples & Samples
- Develop models to value a variety of financial instruments, using option pricing theory, fixed income and structured finance models, Monte Carlo simulation, statistical analysis, and other techniques from the financial engineering literature
- Serve as a member of multiple client engagement teams, taking a lead role in understanding clients' needs, conducting analyses and reporting results
- A bachelor's degree and at least 2 years of related work experience; or a graduate degree and at least 1 year of related work experience
30
Transaction Advisory Services Senior Resume Examples & Samples
- Work on client engagement teams executing Operational Transaction Services which support key decision makers in developing and executing strategies for transactions
- Be 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 constantly identify areas for improvement, including resolving integration issues
- Be responsible for creating work products that document the engagement procedures performed against objectives. Maintain relationships with client personnel at appropriate levels
- Effectively participate on 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
- Successful candidates must be committed to staying abreast of cutting-edge industry knowledge and have the ability to quickly anticipate and respond to the issues of a networked and constantly changing global economy
31
Transaction Advisory Services Senior Resume Examples & Samples
- A Bachelor’s or Master’s degree in a quantitative discipline, with demonstrated aptitude in quantitative and qualitative analysis of financial instruments, including options, warrants, fixed income securities and other derivatives
- Superior project management, interpersonal, communication, teaming, organizational and technology skills
- PC proficiency including at least one Financial Engineering or statistical software package (e.g. Matlab or Stata), plus Bloomberg, MS Excel/VBA, Word, and PowerPoint
- Commitment to staying on the cutting edge of complex securities valuation practice, especially in light of the turbulent financial markets
- Ability to anticipate and quickly respond to client needs
32
Transaction Advisory Services Senior Associate Resume Examples & Samples
- Work closely with all members as well as forming strong internal links within transaction support and other departments in EY both in the ASEAN and Asia-pacific to form multi-disciplinary teams
- Understand the capabilities of the firm and look for opportunities to sell additional services to our clients
- Chartered Accountant or equivalent qualified
- Commercial awareness gained through direct experience of the financial services sector (either from within an Audit or Transaction Support role)
- Strong academic record including a degree
33
Transaction Advisory Services Senior Resume Examples & Samples
- A bachelor's degree with a minimum of 3 years of consulting experience and at least 1 year of experience in developing and implementing advanced analytics solutions. Degree in statistics, mathematics, related data science or finance / economics with relevant work experience; Master’s degree, CPA or CFA strongly preferred
- Advanced abilities using data visualization tools such as Tableau, Spotfire PowerView and QlikView
- Experience helping clients
34
Transaction Advisory Services Senior Resume Examples & Samples
- Research clients and industries
- Build complex models, analyze business financials and portfolios
- Create marketing presentations, project reports and industry summaries
- Develop and maintain positive, productive, and professional relationships with client personnel
- Use current technology and tools to enhance the effectiveness of services provided
- Assist and support other members of the team on projects and engagements
- Bachelor's degree and approximately 4-6 years of related work experience
- Demonstrated characteristics of a forward thinker and self-motivator who thrives on new challenges and adapts quickly to learning new things
- Degree with an emphasis in Finance, Economics, and/or Business preferred
- Advanced skills and experience working with Microsoft Excel to analyze businesses, create complex financial projections and model sophisticated capital structures
- Strong communication, project management and organizational skills
35
Transaction Advisory Services Senior Resume Examples & Samples
- Understanding key business drivers that impact reported profitability
- Analyzing historical financial and operating results of target companies to explain business trends and identify risks
- Evaluating the quality of historical earnings and net assets
- Understanding critical assets and liabilities included in balance sheets of target companies
- Analyzing the working capital requirements of the target companies
- Identifying US GAAP departures included in target companies’ financial statements
- Challenging assumptions related to future financial projections
- Identifying critical post closing matters to be addressed to ensure improvements in profitability and cash flows
- Interacting extensively with personnel of the target companies and the client
- Preparing due diligence reports outlining analyses and findings
- A minimum of 3 years of progressive experience
- Excellent project management, analytical, interpersonal, oral and written communication skills
- Superior client service focus
- Ability to travel up to 40%
- Active passport
36
Transaction Advisory Services Senior Resume Examples & Samples
- Communicate due diligence findings verbally to clients and in a formal written report
- Ability to lead an engagement and provide real time feedback and guidance to client to ensure timely and efficient product delivery
- Leading due diligence meetings with target management
- Supervise staff and provide performance feedback
- A minimum of three years of experience with accounting, advisory, financial audit, or transaction experience. Prior transaction advisory services experience required
- Ability to travel to client locations as required
- Bachelor’s degree from an accredited college/university
- Current licensed CPA
37
Transaction Advisory Services Senior 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 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
- Carry out, without heavy direct manager supervision, the work of due diligence
- Interact with client teams and demonstrate a commitment to continually improve client satisfaction
- In later years within the rank might act as manager for smaller engagements
- Understand EY and its service lines and identify opportunities to serve client
38
Transaction Advisory Services Senior Resume Examples & Samples
- Participate on client engagement teams executing Working Capital services and work with key management and private equity stakeholders to identify sustainable improvements in a business working capital practices
- Synthesize complex working capital and business issues, form initial hypothesis and identify the data required to confirm hypothesis
- Analyze information/data, to solve problems and formulate views and conclusions
- Build and maintain strong relationships both internally and externally across key clients
- Develop, train and mentor team members at the staff level
- Experience in audit or consulting
- Knowledge of Working Capital Analysis process desired
- Certified Public Accountant certification (CPA) desired
39
Transaction Advisory Services Senior Infrastructure Advisory Professional Resume Examples & Samples
- Understand and interpret the client’s needs
- Draft tender documentation
- Work with multi-disciplinary teams, both internally (involving other competencies at EY), as well as externally (with specialist teams – lawyers, engineers, bankers, etc)
- Build broad and deep internal and external networks; accept responsibility to build sustainable accounts with key clients and deliver sales targets as agreed
- Sector specific experience: Transportation or Social Infrastructure (Education, Healthcare, Housing) or Energy (Power & utilities, Oil & Gas) or Real estate
- Years’ experience: Min 8 years post qualification experience
- Proven track record in client facing and relationship building roles
- Travel expectations – Regular regional travel across the MENA region
40
Transaction Advisory Services Senior Resume Examples & Samples
- Act in an analyst/senior consultant role on a wide variety of engagements, primarily including: hospitality development advisory, real estate valuation, market & financial analysis, strategic planning, operational and tourism advisory. Engagements include a variety of property types including hotel, vacation ownership, resort residential, golf clubs, mixed-use developments, retail, office, condominium-hotels and tourism attractions
- Participate in all aspects of engagement process including
- Understanding of real estate finance and valuation concepts
- Understanding of the hospitality industry and ability to recognize key performance drivers, business trends, and emerging technical and industry developments
- Familiarity with management agreement/lease terms
- Good knowledge of financial modeling and underwriting logistics of hospitality-related real estate investments
- Strong interest in hospitality and real estate development, particularly in the Caribbean and Latin America
- Exceptional written and verbal communication skills, including business writing acumen
- Ability to work both independently and on teams
- Strong organizational and multi-tasking capability
- 2-5 years real estate development or transaction experience
- Bachelor's degree, specialization in real estate, hotel administration, or finance
- Experience with hospitality asset classes preferred
- Strong relationship, leadership, team management and interpersonal skills
- Proficiency with MS Office Suite (Word, Excel, PowerPoint) and comfort with quickly learning new technologies and software
41
Transaction Advisory Services Senior Resume Examples & Samples
- Participate in financial due diligence engagements related to acquisitions by private equity investors and corporate buyers
- Identify issues for purchase price reduction consideration, 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
- Assist with writing detailed reports and perform financial analysis, including the analysis of cash flows, quality of earnings and assets, potential liabilities and risks, and the impact of findings on the valuation of the target company
- Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions
- Strong client relationship skills to reinforce relationships with current and prospective clients of the firm
- Three to five years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, financial analysis or transaction experience (experience related to mergers and acquisitions or financial due diligence preferred)
- Ability to independently manage multiple projects and act autonomously while being a team player
- Capable of independently performing research of industries, markets, economies, etc
- Strong time management skills and ability to meet deadlines in a fast-paced environment
- Willingness and ability to travel when necessary
- Individuals must be highly dedicated with a positive attitude, self-motivated, a team player who takes initiative and willing to learn
42
Transaction Advisory Services Senior Resume Examples & Samples
- Deliver tax advice to the firm’s TAS clients and other tax professionals located in various EY offices as part of a client service team
- Draft tax opinions and memoranda, as well as private letter ruling requests for submission to the IRS
- A bachelor's degree and at least 3 years of relevant work experience; or a graduate degree and at least 2 years of related work experience
- Government experience preferred
43
Transaction Advisory Services Senior Associate Resume Examples & Samples
- After an investigative analysis, assist in the preparation of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Assist the team in further articulating how such findings should be incorporated into the client's valuation and sale / purchase agreement, and provide other negotiating points
- Participate in meetings and conference calls with target company management and with client personnel, and will serve as a secondary point of contact for client personnel with respect to day-to-day execution matters. Between transactions, assist with building/maintaining client relationships
- Assist Managing Directors in sales efforts
- Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
- 3 years of experience in public accounting or related field
- 1 year supervisory experience preferred
- CPA candidates preferred
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Prior audit or financial analyst experience is necessary
- Prior transaction advisory experience is a plus
- Willingness to travel for site visits and similar
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Transaction Advisory Services Senior Resume Examples & Samples
- Demonstrate excellent skills in project execution, including synergy assessment, problem-solving, and facilitation
- Assist with the execution of the integration/divestiture plan while working to constantly identify areas for improvement, including resolving integration/divestiture issues
- Create work products that document the engagement procedures performed against objectives. Maintain relationships with client personnel at appropriate levels
- Effectively participate on teams with diverse skills and backgrounds, while staying abreast of current business and industry trends relevant to the client's business
- Supervise, coach, and mentor team members at the staff level
- A bachelor's degree in business, accounting, finance, engineering, computer science or related field and at least 2 years of related work experience; or a graduate degree and at least 1 year of related work experience
- Experience in a consulting environment or a financial services firm working with financial services clients, including banking, capital markets, asset management and/or insurance companies
- Willingness and ability to travel (up to 75%)
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Transaction Advisory Services Senior Consulatant Resume Examples & Samples
- Serve as a database architect/developer on cross functional client engagement teams, leveraging technologies like SQL Server, Sharepoint, Tableau, Spotfire, R, Python and ETL toolsto develop and execute innovative solutions that enable ETL, data-driven analysis, advanced reporting, and decision analytics related to mergers & acquisitions and other major capital finance decisions
- Design and develop database tables and procedures, including automated tests and deployment scripts
- Supervise, develop and mentor engagement team members at the Staff level
- Stay abreast of current business, technological and economic developments relevant to the client's business
- Use leading-edge technology and tools to enhance the effectiveness of services provided
- A bachelor's degree and approximately 4 years of related work experience; or a graduate degree and approximately 3-4 years of related work experience
- Strong working knowledge of SQL and SQL Server Reporting Services (SSRS) with additional experience in any of the following preferred: Sharepoint, PowerBI, PowerPivot, SSIS, Spotfire, R, Python, Hadoop, Tableau, Alteryx, Azure tools
- The ability to create robust and flexible tools and reports based on client’s operational and financial information
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Transaction Advisory Services Senior Resume Examples & Samples
- Assist Managers, Senior Managers and PPEDs (Partners, Principals, and Executive Directors) in the delivery of Transaction Advisory Services engagements
- Assist and supervise in the execution of engagement tasks and in the delivery of work products. Direct the progress of fieldwork, inform Engagement Managers of the engagement status, and manage staff performance
- Assist in the planning and execution of engagements including performing in-depth financial and operational analyses and identifying strategies for dealing with various issues. This will involve
- Interacting with client staff and advisor, bankers, , and other stakeholders to obtain information, report findings and provide instructions
- Conducting company and industry research and business analysis
- Developing detailed financial models and projections
- Preparing memoranda, letters, reports and other correspondence as required
- Conduct valuation analyses, reporting and applying valuation theories and approaches
- Prepare work products/written communications, participate in one-on-one and small group discussions with other engagement team members and interact with clients
- Conduct primary and secondary market research, collate and present data, and prepare marketing documents
- Maintain a strong client focus by serving client needs and maintain/develop productive working relationships with clients. Stay informed of current business/economic developments relevant to the client
- Commit to developing knowledge. Use technology to continually learn, share knowledge with team members, and enhance service delivery, including full understanding of EY’s tools/software
- Bring potential opportunities to the team’s attention
- Seek, develop, and present ideas to apply EY’s services
- A bachelor’s degree in accounting, business or finance, and approximately 4 years of related work experience; or a graduate degree and approximately 3 years of work experience
- Good understanding of accounting concepts. A recognised accounting designation, CFA or CBV designations would be considered an asset
- A positive attitude, initiative and enthusiasm at work
- Strong work ethics and an ability to adapt to new challenges and ideas
- By sending a direct application to our office to the attention of Human Resource, Ernst & Young Services Ltd., 8 Olivier Road, Kingston 8, Jamaica
- By visiting our careers site at www.ey.com/careers and submitting an online application
- By viewing our online advertisement visiting www.caribbeanjobs.com and submitting an online application
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Transaction Advisory Services Senior Resume Examples & Samples
- A bachelor's degree and a minimum of 2 years of related work experience
- A certified general (i.e., commercial) real estate appraisal license in the state of California
- Ongoing education and progress towards obtaining professional accreditations such as the MAI designation is desirable
- Strong analytical and technical report writing skills
- Experience using ARGUS
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Transaction Advisory Services Senior Resume Examples & Samples
- Assist in the preparation of SEC filings
- Identifying negotiation factors for purchase price and deal structuring
- Constantly researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients
- A bachelor’s degree in Accounting or Finance and 2 years of related work experience; or a graduate degree and approximately 18 months of related work experience supported by an active CPA certification
- Solid negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally
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Transaction Advisory Services Senior Resume Examples & Samples
- Business Development - assist in aspects of pursuits and proposal development. Contribute to our practice development initiatives, supporting the continued focus on our team as a great place to work
- Learning - learn and develop technical and personal skills to support achievement of career goals, through a blend of structured learning, coaching and experiences
- Building Relationships - cultivate strong working relationships with clients and support to key decision makers
- A bachelor’s degree in Business, Accounting, Finance, Engineering, or Information Technology and 2 years of related work experience; or a graduate degree and approximately 18 months of related work experience
- MBA is preferred
- Management consulting experience
- Demonstrated aptitude for quantitative and qualitative analysis
- Must be willing and able to travel up to 80% on short notice
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Transaction Advisory Services Senior Resume Examples & Samples
- Perform due diligence projects to provide a thorough review of tax returns, legal documents and financial statements needed to evaluate and calculate potential tax exposures
- A bachelor's degree and around 3 years of related work experience; or a graduate degree and 2 years of related work experience
- Tax due diligence, deal structuring, and post-acquisition planning experience
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Transaction Advisory Services Senior Resume Examples & Samples
- Strong financial modeling skills
- Excellent business English skills - both writing and verbal
- Strong financial modeling skills and the ability to create financial models based on clients strategic financial business plans
- Up to 60% travel when necessary
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Transaction Advisory Services Senior Infrastructure Advisory Professional Resume Examples & Samples
- Perform research, financial analysis, modelling and review and synthesize work by others
- Understanding of economic or social infrastructure procurement and delivery process across the MENA region
- A bachelor’s degree with at least 7 years of related work experience
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Transaction Advisory Services Senior Resume Examples & Samples
- Commercial - as part of the team you will regularly advise businesses on valuations issues with regards to acquisition or divestitures and provide fairness opinions on transactions and restructurings
- Regulatory and Accounting - you will work with management as part of an acquisition process to understand how the value of acquired intangible and financial assets will impact accounting requirements
- A bachelor's degree in finance, economics, accounting or business and at least 2 years of related business valuation work experience; or a graduate degree and at least 1-2 years of related work experience
- Previous Business Valuation experience
- Financial modelling skills including experience building models from scratch
