Manager

3 weeks ago


san francisco, United States Influential Search Full time

Our client, a boutique advisory firm, based in San Francisco is looking to hire a Manager to assist in M&A due diligence and analytics. This role will include financial, data, and profitability analyses. The candidate must be a top performer who excels in communication, technical accounting, and project management.


This role is located in San Francisco and is hybrid, 3 days a week in the office.


The ideal candidate will have started their career in public accounting and be currently working in an M&A, Transaction Services, or Financial Due Diligence role.

Responsibilities:

  • Analyze and review target company financial statements and assess earnings/EBITDA validity, cash flows, financial position, and general financial soundness.
  • Manage day-to-day communication and foster strong relationships with junior and senior members of the internal team. Must be an active and vocal member of the team.
  • Routinely work with Excel and create complex and sophisticated Excel deliverables.
  • Work on multiple projects at once; multitask and be willing to jump into new challenges and work. Time management and organization are key.
  • Synthesize data effectively and be able to tell the story in the numbers.
  • Prepare PowerPoint presentations of findings for clients.

Requirements:

  • Finance, accounting or economics degree.
  • 5+ years of professional-level work experience in audit, financial consulting, or financial due diligence
  • Candidate must have CPA (inactive status is okay), and other licenses such as CFA and/or other advanced degrees are a plus.
  • Strong foundation of financial and quantitative analysis.
  • Strong strategic, analytical, interpersonal, organizational, and communication skills.
  • Dynamic, highly motivated person, who works well as a team member, easily cultivates relationships, and can work independently.
  • Thrives in an environment that is fast-paced, rapidly changing, and customer service-oriented.
  • Produces deliverables that are accurate and timely.
  • Very strong understanding of all financial statements and underlying accounting.
  • Expert user of the Microsoft Office suite; particularly in Powerpoint and Excel (use of advanced functions is a must). Experience with Power BI or Alteryx will also be a factor in our decision making.


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