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About the Role
Elliott Davis's Transaction Advisory Services (TAS) practice is rapidly growing and seeks to add a professional to assist clients by providing financial and tax due diligence, focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers.
Responsibilities
- Lead engagement teams by performing financial due diligence procedures for buy-side and sell-side engagements for private equity, mezzanine funds, and strategic buyers.
- Perform quality of earnings, debt and debt-like, working capital analysis.
- Develop an understanding of a target’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies, in addition to challenging target assumptions.
- Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness considerations.
- Communicate due diligence findings and critical deal issues confidently in a clear, concise and articulate manner, both verbally and in written reports.
- Create a collaborative team environment, motivate, and develop and mentor/coach team through communication and actions.
- Lead and participate in people development and business development efforts.
- 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 to be addressed.
- Growth minded, strengthens and develops client relationships, and oversee engagement economics and management of resources.
- Collaborate with other Elliott Davis team members.
Requirements
- A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience.
- Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space.
- Excellent verbal and written communication skills.
- Strong Excel skills and proficient in Microsoft Office.
- Aptitude towards business development.
- Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project.
- Ability to thrive and adapt in a fast-paced, dynamic environment.
- Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues.
- Ability to manage multiple responsibilities simultaneously (multi-task).
- Superior client service focus.
- Ability to travel to client locations as required.
Skills
- Financial due diligence
- Quality of earnings analysis
- Debt and debt-like analysis
- Working capital analysis
- Transaction advisory
- Financial reporting
- Microsoft Office
- Excel
- Project management
- Client service
Location
- Remote
- Hybrid
Work Type
- Full-time
Experience Level
- 3+ years relevant transaction advisory services experience
- 5+ years overall professional experience
Education Level
- Bachelor’s degree from an accredited college/university
- Current licensed CPA
Salary/Compensations
- $98,000 to $170,000 per year
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan with company contributions
- Generous time away and paid firm holidays
- Flexible work schedules
- 16 weeks of paid maternity and adoption leave
- 8 weeks of paid parental leave
- 4 weeks of paid caregiver leave
- Wellness coaching
- Mental health counseling
- One-on-one professional coaching
- Leadership and career development programs
- Access to Beyond program
About the Company
- Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture.
- Nine offices located in the fastest growing cities in the US.
- Offices built on a foundation of inclusivity, collaboration, and collective growth.
- Work daily to provide exceptional service to our people, customers, and our communities.
- Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
Equal Opportunity
- The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.