Bradymartz
Transaction Advisory Services Manager
Bradymartz, Minneapolis, Minnesota, United States, 55400
The Transaction Advisory Services (TAS) Manager is responsible for overseeing and conducting financial due diligence engagements with a focus on evaluating the quality of a company's earnings. This role involves analyzing financial statements, identifying key financial trends, and providing insights that inform transaction decisions, including mergers and acquisitions (M&A). The TAS Manager works closely with clients, internal teams, and other advisors to ensure accurate, thorough, and reliable financial analysis.Key Responsibilities:
Lead and manage transaction advisory engagements, including buy-side and sell-side due diligence, M&A advisory, and financial modelingConduct comprehensive financial due diligence, analyzing historical financial performance, and assessing future financial projectionsAnalyze revenue recognition, expense matching, working capital trends, and other key financial metricsIdentify and quantify non-recurring, non-operational, or other unusual items impacting earningsPrepare detailed quality of earnings reports highlighting findings, risks, and recommendationsPrepare detailed financial reports, highlighting key findings and recommendations for clientsDevelop financial models to support valuation, pricing, and other transaction-related analysesCoordinate with clients, other advisors, and internal teams to facilitate seamless transaction processesStay up to date with relevant accounting standards, regulations, and industry trendsAdvise clients on the implications of regulatory changes on their transactionsCommunicate complex financial concepts and findings clearly and effectively to clientsIdentify opportunities to expand transaction services within existing and new client relationshipsMinimum Requirements:
Bachelor’s degree in accounting, business, or finance requiredCPA or CMA license preferred5-7 years of experience in transaction advisory services, public accounting or a related field preferredStrong analytical and financial modeling skillsStrong technology skillsAbility to work on multiple projects and meet deadlinesAbility to communicate clearly in writing and verballyTeam playerAbility to think innovativelyBenefits include health insurance, dental insurance, vision insurance, an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
#J-18808-Ljbffr
Lead and manage transaction advisory engagements, including buy-side and sell-side due diligence, M&A advisory, and financial modelingConduct comprehensive financial due diligence, analyzing historical financial performance, and assessing future financial projectionsAnalyze revenue recognition, expense matching, working capital trends, and other key financial metricsIdentify and quantify non-recurring, non-operational, or other unusual items impacting earningsPrepare detailed quality of earnings reports highlighting findings, risks, and recommendationsPrepare detailed financial reports, highlighting key findings and recommendations for clientsDevelop financial models to support valuation, pricing, and other transaction-related analysesCoordinate with clients, other advisors, and internal teams to facilitate seamless transaction processesStay up to date with relevant accounting standards, regulations, and industry trendsAdvise clients on the implications of regulatory changes on their transactionsCommunicate complex financial concepts and findings clearly and effectively to clientsIdentify opportunities to expand transaction services within existing and new client relationshipsMinimum Requirements:
Bachelor’s degree in accounting, business, or finance requiredCPA or CMA license preferred5-7 years of experience in transaction advisory services, public accounting or a related field preferredStrong analytical and financial modeling skillsStrong technology skillsAbility to work on multiple projects and meet deadlinesAbility to communicate clearly in writing and verballyTeam playerAbility to think innovativelyBenefits include health insurance, dental insurance, vision insurance, an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
#J-18808-Ljbffr