Senior Director - Transaction Advisory - Financial Due Diligence

Description Senior Director – Transaction Advisory/Financial Due Diligence About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results‑oriented professionals in over 40 countries. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

A&M’s Global Transaction Advisory Group (TAG) is an established leader in providing global M&A, capital markets, and advisory services to private equity, hedge funds, sovereign wealth, family offices, and corporate clients around the world.

A&M’s TAG offers growth opportunities across U.S. locations including New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles, and San Francisco. We are seeking a Senior Director to bring energy, passion, and expertise to help our clients get the answers they need and get the deal done. TAG professionals actively engage in assessing a target’s quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and advisors.

As a Senior Director, you will work with a highly motivated and effective team of professionals on projects across industries including manufacturing, distribution, consumer, retail, restaurants, business and industrial services, healthcare, software & technology, energy, and financial services. You will provide an integrated due diligence approach that goes beyond traditional quality of earnings analyses and focuses on key value drivers for sponsors and lenders.

Responsibilities will include:

• Counsel and mentor all levels of employees.
• Handle personnel matters with employees effectively, including difficult career counseling situations.
• Effectively lead the team in conversations with clients and lenders.
• Manage and prioritize engagements and responsibilities appropriately.
• Handle all relationship matters with clients with limited Managing Director involvement.
• Manage multiple chargeable and non-chargeable projects of varying size and complexity.
• Identify potential transaction risks and implement strategies to address risks.
• Act as a subject matter expert in technical accounting subjects relevant to TAG.
• Generate a full due diligence report.
• Lead the Quality of Earnings, P&L and Working Capital analyses.
• Effectively manage day-to-day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.
• Manage client relationships and ensure all client needs are met.
• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
• Help engagement executives maximize the value the client is receiving from A&M (i.e., monitor engagement leverage, efficiency of staff, and appropriateness of T&E billed by all team members).
• Proactively recruit, train, and develop individuals of all levels for TAG.
• Engage in training initiatives, including developing and teaching courses as appropriate.
• Display a core understanding of all TAG services (FDD/ODD) and strive to cross-sell TAG and other A&M services, as opportunities arise.
• Abide by risk management guidelines and engagement review memo procedures.
• Gather applicable conflict check information and coordinate with Managing Directors to set up engagement codes and other engagement requirements.
• Assist Managing Directors and Senior Director in sales and business development efforts.
• Contribute to sales pursuits by generating new client business and/or adding on business from current client.
• Expand TAG market share within existing clients and increase non-TAG purchases from A&M at both the fund and portfolio levels.
• Identify and pursue referrals from existing clients and new…