Transaction Advisory Services Manager

Who are we :

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices located across fastest growing cities in the US and India — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities.

Elliott Davis is seeking a Transaction Advisory Services Manager who will work closely with our onshore and offshore team members to provide financial due diligence of middle-market US clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance. We are growing and this is an exciting opportunity to join our practice!

What you ‘ll Do :

Collaborate and remotely work with Elliott Davis consulting professionals, supervisors, and senior management in the U.S. on a daily basis, including early morning and late evening conference calls.

Lead engagement teams by performing financial due diligence procedures for buy-side and sell-side engagements for US based target companies.

Prepare and update document request lists and management meeting agendas.

Participate in management meetings with the Target Company and discussions with the Client.

Evaluate financial and operational trends of Target companies, in addition to challenging target assumptions.

Prepare and assist with Quality of Earnings adjustments and analysis, net working capital analysis, and indebtedness analysis.

Prepare financial due diligence reports specific to key issues , and clearly communicate findings and insights both verbally and in reports.

Create a collaborative team environment, motivate, and develop and mentor / coach team through communication and actions.

Provide timely, high quality client service that meets or exceeds expectations.

Identify performance improvement opportunities and recommend creative solutions to complex issues, in addition to identifying critical post-closing issues.

Growth minded, strengthens, and develops client relationships.

What You’ll Need :

Minimum of five years of relevant transaction advisory services experience performing financial due diligence.

Bachelor’s / Master’s in accounting or finance degree from an accredited college / university.

Current licensed CPA / CA required.

Big 4, National or large regional firm experience preferred.

Demonstrated experience leading buy-side and sell-side transaction services engagements.

Excellent verbal and written communication skills.

Advanced proficiency in Excel; experience with tools such as Power Query, Power Pivot, Power BI, Alteryx or other data analytics platforms.

Strong skills in critical thinking, curious, and ability to identify issues and problem solve.

Experience in project management including planning, organizing, coordinating, and managing staff, clients, and / or shareholders towards the successful completion of a project.

Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues.

Ability to manage multiple responsibilities simultaneously (multi-task) and meet deadlines.

Commitment to deliver superior client service and working closely with US based teams.

Working Environment :

While performing the duties of this Job, the employee is expected to work in our office. Flexibility is granted to employees to work remotely on an as-needed basis.

Expected Billable Hours of Work :

Regular expected billable hours shall be up to 40 hours per week. However, you may be required to work additional hours and / or days as and when necessary to properly and effectively perform your duties and responsibilities.