Transaction Advisory Manager
2 weeks ago
GreerWalker CPAs and Advisors is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture.
Job SummaryWe are seeking a highly skilled Transaction Advisory Manager to join our team. As a key member of our advisory services team, you will be responsible for performing buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services.
Key Responsibilities- Perform financial and due diligence assistance and accounting advisory services for buy-side and sell-side transaction advisory engagements
- Document key findings and analysis in written reports
- Run client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
- Prepare detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
- Interact with other functional areas of the practice, including tax, audit, and other consulting practices
- Assist in preparing proposals and engagement letters
- Represent the firm in community activities and professional associations
- Bachelor's degree in accounting
- CPA certification
- Minimum of five years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
- Supervision/Team Leadership experience
- Ability to direct and manage client engagements
- Excellent verbal and written communication skills
- Proficient with Microsoft Excel and Microsoft PowerPoint
- Networking and communicating with C-level executives
- Strong project management skills
- Evaluated as an exceptional performer in current position
- Possess a good balance of strong technical accounting knowledge and business acumen
- Excellent interpersonal and communication skills to interact effectively with internal team members and external clients of the firm
- Ability to be a self-starter and to be confident when interacting with clients and asking questions
- Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
- Ability to apply critical thinking and problem-solving skills
- Occasional travel for work using a personal vehicle
- Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles
- Able to lift boxes, mail, etc. not exceeding 20 lbs.
We are an equal opportunity employer and welcome applications from diverse candidates.
No agencies please.
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