Senior Director - Transaction Advisory

job
  • Alvarez & Marsal Europe
Job Summary
Location
San Francisco ,CA 94112
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
19 Dec 2024
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Job Description
Description

About A&M

Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.

With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.

Global Transaction Advisory Group (TAG)

TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.

A&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.

We are seeking a Senior Director to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. 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 their advisors.

What will you be doing?

As a Senior Director, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will provide our clients with an integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.

Responsibilities will include:
  • Counsel and mentor all levels of employees.
  • Handle personnel matters with employees effectively, including but not limited to difficult career counseling situations.
  • Effectively lead the team in conversations with clients and lenders.
  • Manage and prioritize engagements and responsibilities appropriately.
  • Effectively handles 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.
  • Manages 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 in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es 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.
  • Abides by risk management guidelines and engagement review memo procedures.
  • Gather applicable conflict check information and coordinates 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 y 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 client opportunities by attending industry conferences.
  • Appropriately manage engagement risk and potential client or engagement issues.
Who will you be working with?

We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure.

How will you grow and be supported?

As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities.

Qualifications:
  • A minimum of 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 process of obtaining one
  • Working knowledge of US GAAP, SEC reporting, and purchase accounting
  • High proficiency in Excel and PowerPoint
  • Excellent interpersonal and communication skills including the ability to articulate to senior members of target management, client representatives and colleagues
  • Strong project management skills
  • Flexibility to work as both a team member in a collaborative setting and as an individual contributor
  • Ability to thrive and be effective in fast-paced settings
The base salary is $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.

Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.

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