Transaction Advisory Services Partner

4 days ago


Market St San Francisco CA USA, United States EisnerAmper Full time
Job Description

EisnerAmper is seeking a seasoned professional to join our rapidly growing Transaction Advisory Services practice as a Partner or Managing Director. Our TAS Practice assists financial and strategic investors in evaluating complex acquisition and divestiture transactions. Our team has decades of experience advising clients in every aspect of a M&A/lending transaction, from pre-LOI stage through closing, including accounting, tax, IT, and benefits due diligence and transaction structuring.

Key Responsibilities:
  • Play a key role in practice administration, including talent recruitment, operations, and resource management.
  • Effectively manage engagement economics and well-versed in managing individual and local practice key performance metrics such as utilization, WIP, receivable, and related practice measurements.
  • Mentor and develop team members to develop, advance, and be positioned as future leaders at EAG.
  • Produce and distribute monthly and quarterly pipeline, closed business, profitability reports, annual practice summaries to leadership.
  • Build upon established client service delivery processes and actively contribute to practice's business development process.
  • Assist in creating professional development programs for practice professionals and participate in marketing and business development programs, including attending and speaking at industry conferences.
  • Develop and maintain relationships and communications with existing clients and prospects.
  • Simultaneously lead, manage, and supervise multiple client engagements and effectively communicate with clients and internal referral sources.
  • Analyze target company financial and operating results to identify non-recurring, unusual or out-of-period transactions that affect reported earnings. Write and review reports to clients. Ability to identify transaction risks and key deal issues.
  • Effectively supervise and act as a role model for Directors, Senior Managers/Managers, and senior associates. Develop agendas and lead meetings with client/target management. Maintain periodic communications with clients regarding project status, out of scope work, and potential deal issues as they arise.
Requirements:
  • Bachelor's degree in accounting, finance, economics or related field.
  • 12+ years of transaction advisory and/or combined TAS/audit experience from a public accounting or other professional services firm.
  • Demonstrable network of clients and contacts to leverage new business origination.
  • Comfortably originate at least $1.5 million of revenues in first year, with continued growth thereafter.
  • Significant experience supervising teams in connection with buy-side and sell-side due diligence, including evaluating Quality of Earnings and other deal related financial and operational metrics (e.g., net working capital, indebtedness).
  • Well-versed in using databooks and related tools typically used in M&A transactions, as well as having strong working knowledge of MS Excel and emerging data analytics tools.
  • Active in nationally/locally focused organizations where speaking opportunities and networking have high likelihood of expanding professional network.
  • Deep experience in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising staff, and coordinating with other internal and external service providers.
  • Strong working knowledge of US GAAP.
  • Excellent written and verbal communication skills.
  • Ability to travel as needed to service client demands, including internationally.
About EisnerAmper:

EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 4,500 employees and over 450 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

Our reach extends globally, with offices in the United Kingdom, Israel, India, the Cayman Islands, Singapore, and Ireland.



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