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Transaction Advisory Services Director

2 months ago

Indianapolis, Indiana, United States Blue & Co. Full time
Job Title: Transaction Advisory Services Manager

At Blue & Co., we're seeking a highly skilled Transaction Advisory Services Manager to join our fast-growing team. As a key member of our Transaction Advisory and Healthcare Consulting team, you will provide expert transaction advisory services to clients across various industries.

Key Responsibilities:
  • Conduct comprehensive due diligence analyses, including financial modeling and analysis, to determine the subject company's EBITDA.
  • Analyze complex financial data, synthesizing it into actionable insights to drive client discussions and decision-making.
  • Prepare fair market value analyses of compensation, agreements, contracts, and leases.
  • Develop and present detailed reports, exhibits, and PowerPoint presentations to clients.
  • Lead teams to deliver high-quality work, manage deadlines, and ensure client satisfaction.
  • Collaborate with clients and team members to provide advisory and technical expertise on transactions, accounting, and due diligence.
  • Develop and maintain relationships with current and prospective clients, expanding services across various industries.
Requirements:
  • Bachelor's degree in accounting, finance, or a related field, with 5-10 years of experience in a management or supervisory role.
  • Proven expertise in transaction advisory services, M&A, and financial analysis.
  • CPA or CPA candidate, with CVA, ASA, or CFA credentials a plus.
  • Strong analytical, communication, and interpersonal skills.
  • Ability to work independently and collaboratively in a fast-paced environment.

We're a community that cares, and we're proud to be a top 60 CPA firm in the U.S. and a 'Best Place to Work' in Indiana and Kentucky. Join us in fostering a great culture, providing award-winning growth opportunities, and offering flexibility to work in-office, remotely, or a hybrid combination.