Regal Executive Search
Vice President, Financial Due Diligence
Regal Executive Search, El Segundo, California, United States, 90245
Job Description
Vice President, Financial Due Diligence Responsibilities & Duties: General management of engagements and client relationships, providing direction and assignment of tasks to colleagues, and communicating with clients throughout the process Assist team with core financial due diligence Analyze financial statement information including income statement, balance sheet, cash flow and key operational data Synthesize and convert data into meaningful information that is used to drive discussions with target management and drive observations and conclusions Analyze net working capital, debt and debt-like items Assist in creating reports (including Quality of Earnings reports) and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind profits and cash flows Provide guidance to clients as to how to incorporate our reports and other deliverables into the client’s valuation and sale, purchase agreement, and other negotiating points Be actively involved in building and maintaining client relationships and other business development opportunities Design and develop work streams, often involving complex quantitative analysis and detailed financial models at various granularity levels, to drive operational and transactional insights Perform final quality control of client deliverables and lead the presentation of deliverables Lead meetings and conference calls in financial and business due diligence to assist with various investment and growth decisions Perform detailed analyses and synthesize actionable insights from data sets and unstructured information sources Effectively and efficiently communicate with Senior Vice Presidents, Principals and Managing Directors in status updates of engagements Begin to participate in developing new client relationships and other business development functions This position requires 10%-40% travel Timing is immediate with market compensation Qualifications & Requirements: The candidate should have an undergraduate degree in Business, Accounting, Finance or other related fields; any post graduate degree, including MAC or MBA are preferred but not required. The candidate should have 5 - 10 years of prior work experience and started their career with a national investment bank, accounting or consulting firm and have recent experience with private equity, M&A and transaction services, corporate finance, or FP&A. In addition to strong technical skills and proficiency in Microsoft Excel and PowerPoint, the candidate should be or have: Proactive, motivated, and a self-starter with the ability to maintain a positive attitude while working in a demanding, deadline-driven environment Dedication to teamwork and constant communication with fellow team members Strong analytical, critical thinking, and project management skills with attention to detail Ability to provide solution-based alternatives Flexibility in the prioritization and completion of tasks Ability to maintain the highly confidential nature of information pertaining to ongoing or potential transactions Ability to communicate (i.e. writing, facilitating, and presenting) succinctly and sufficiently to all levels of client and management personnel Knowledge of technical accounting areas such as US GAAP and SEC or Private Company reporting An active Certified Public Accountant (CPA) certification or equivalent is preferred
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Vice President, Financial Due Diligence Responsibilities & Duties: General management of engagements and client relationships, providing direction and assignment of tasks to colleagues, and communicating with clients throughout the process Assist team with core financial due diligence Analyze financial statement information including income statement, balance sheet, cash flow and key operational data Synthesize and convert data into meaningful information that is used to drive discussions with target management and drive observations and conclusions Analyze net working capital, debt and debt-like items Assist in creating reports (including Quality of Earnings reports) and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind profits and cash flows Provide guidance to clients as to how to incorporate our reports and other deliverables into the client’s valuation and sale, purchase agreement, and other negotiating points Be actively involved in building and maintaining client relationships and other business development opportunities Design and develop work streams, often involving complex quantitative analysis and detailed financial models at various granularity levels, to drive operational and transactional insights Perform final quality control of client deliverables and lead the presentation of deliverables Lead meetings and conference calls in financial and business due diligence to assist with various investment and growth decisions Perform detailed analyses and synthesize actionable insights from data sets and unstructured information sources Effectively and efficiently communicate with Senior Vice Presidents, Principals and Managing Directors in status updates of engagements Begin to participate in developing new client relationships and other business development functions This position requires 10%-40% travel Timing is immediate with market compensation Qualifications & Requirements: The candidate should have an undergraduate degree in Business, Accounting, Finance or other related fields; any post graduate degree, including MAC or MBA are preferred but not required. The candidate should have 5 - 10 years of prior work experience and started their career with a national investment bank, accounting or consulting firm and have recent experience with private equity, M&A and transaction services, corporate finance, or FP&A. In addition to strong technical skills and proficiency in Microsoft Excel and PowerPoint, the candidate should be or have: Proactive, motivated, and a self-starter with the ability to maintain a positive attitude while working in a demanding, deadline-driven environment Dedication to teamwork and constant communication with fellow team members Strong analytical, critical thinking, and project management skills with attention to detail Ability to provide solution-based alternatives Flexibility in the prioritization and completion of tasks Ability to maintain the highly confidential nature of information pertaining to ongoing or potential transactions Ability to communicate (i.e. writing, facilitating, and presenting) succinctly and sufficiently to all levels of client and management personnel Knowledge of technical accounting areas such as US GAAP and SEC or Private Company reporting An active Certified Public Accountant (CPA) certification or equivalent is preferred
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