Associate, Transaction Advisory Services (FDD)

Rishabh RPO

Job Location:

Dallas, IA - USA

Monthly Salary: Not Disclosed

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

Title: Associate Transaction Advisory Services (FDD)

Employment Type: Full-time Permanent

Location: Dallas New York City

The Challenge:

A Investment Bank is seeking an M&A Associate within their Transaction Advisory Services this role you will assist private equity and corporate clients by providing cohesive diligence across financial tax data analytics cybersecurity and technical accounting. Leveraging data-based insights strong technical knowledge and industry experience the TAS team supports clients in M&A strategic transformations and capital markets endeavors.

Responsibilities:

Drive discussions with senior client executives and target management
Manage team members (Analysts) on engagements
Review target company financial information and other data to identify:
Historical and projected financial and operating and commercial trends
Quality of earnings
Working capital and net debt considerations and
Potential liabilities and risks which impact valuation and negotiation of the target company
Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company
Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings achievability of managements budget operational insights indebtedness considerations and post-transaction working capital analysis
Review financial models including database systems
Develop professional network and relationships with firm client and target professionals
Review transaction agreements customer and supplier contracts and develop valuation considerations
Collaborate closely with corporate finance valuation and financial restructuring colleagues

Basic Qualifications:

Undergraduate degree from an accredited institution
3 years of financial due diligence experience (or a combination with audit experience which must include at least 2 years of financial due diligence) preferably with a Big 4 firm
CPA

Preferred Qualifications:

Highly motivated with an exceptional work ethic and a demonstrated ability and desire to work cooperatively with team members and client professionals
Demonstrated professional achievement and client service excellence
Healthcare transaction advisory experience
Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting purchase accounting and transaction related issues
Strong analytical abilities
Exceptional verbal and written communication skills
Strong command of Microsoft Word Excel and PowerPoint
Familiarity with Tableau Alteryx and data analytics packages preferred (but not required)
Ability and desired willingness to travel

Title: Associate Transaction Advisory Services (FDD) Employment Type: Full-time Permanent Location: Dallas New York City The Challenge: A Investment Bank is seeking an M&A Associate within their Transaction Advisory Services this role you will assist private equity and corporate clients by p...