Healthcare Transaction Advisory Manager

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Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the U.S. — are built on a foundation of inclusivity, collaboration, and collective growth. We 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.

Elliott Davis, LLC’s Healthcare Transaction Advisory Services (“TAS”) practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers. We are rapidly growing and would love to have you join our team!

• Lead buy-side and sell-side healthcare transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds, and strategic buyers
• Perform quality of earnings, quality of revenue, debt and debt-like, working capital analysis
• Develop an understanding of the client’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations
• Communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
• Ability to lead an engagement and provide real-time feedback and guidance to clients to ensure timely and efficient product delivery
• Create a collaborative team environment, motivate, and develop 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
• Lead conversations with teams, clients and stakeholders to build trust
• Identify performance improvement opportunities and recommend creative solutions to complex issues
• Be growth motivated, own client relationships and oversee engagement economics and management of resources
• Collaborate with other Elliott Davis team members
• Opportunity to engage in business development as a manager and early exposure to participating in the growth of the practice

• A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience
• Bachelor’s degree from an accredited college/university
• Current licensed CPA
• Big 4, National or large regional firm experience preferred
• Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space
• Excellent verbal and written communication skills
• 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

• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

• Use written and oral communication skills.
• Read and interpret data, information, and documents.
• Observe and interpret situations.
• Work under deadlines with frequent interruptions.
• Interact with internal and external customers and others in the course of work.

The physical…