Manager
3 weeks ago
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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