Director - Transaction Advisory - Financial Due Diligence

Description

Director – Transaction Advisory/Financial Due Diligence

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in 40 countries. A&M takes a hands‑on approach to solving clients’ problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact 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.

The Team

Global Transaction Advisory Group (TAG)

TAG is a subsidiary of A&M. TAG professionals specialize in providing financial and accounting buy‑side and sell‑side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients worldwide.

A&M’s Transaction Advisory Group offers growth opportunities in locations including New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.

How you will contribute

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

Our integrated approach combines deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.

Responsibilities

• Counsel and mentor Associates, Senior Associates and Managers.

• Effectively lead the team in conversations with clients and lenders.

• Manage and prioritize team responsibilities and proactively consult with Managing Directors and senior members as appropriate.

• Oversee all aspects of deals with limited guidance from Managing Directors.

• Manage multiple chargeable and non‑chargeable projects of varying size and complexity.

• Identify potential transaction risks and implement strategies to address risks.

• Generate a full due diligence report.

• Lead the Quality of Earnings, P&L and Working Capital analyses.

• Communicate regularly with clients regarding engagement matters (e.g., billing, status updates, preparation of scope of procedures, scope changes, request lists).

• Effectively manage day‑to‑day client interaction and relationships and continue to emphasize A&M’s capabilities to clients.

• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.

• Help engagement executives maximize the value clients receive 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 when 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.

• Appropriately manage engagement risk and potential client or engagement issues.

Qualifications

• A minimum of 8–10 years of financial accounting due diligence experience at a top accounting firm.

• Bachelor’s or Master’s degree in Accounting and/or related major.

• Certified Public Accountant (CPA) or in the…