Director - Transaction Advisory Services

5 days ago


Boston, Massachusetts, United States PKF O'Connor Davies Full time
Job Summary

PKF O'Connor Davies is seeking a highly skilled Director to join our Transaction Advisory Services team. As a Director, you will play a key role in providing financial and operational analysis to clients in connection with buy-side and sell-side due diligence engagements.

Key Responsibilities
  • Manage and participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers.
  • Analyze financial/operational results of targets through reviewing accounting records and conducting interviews with management.
  • Prepare/evaluate pro forma financial information.
  • Identify issues for purchase price reductions, deal structuring or deal termination.
  • Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements.
  • Evaluate effects of seasonality and cyclicality on cash flow requirements.
  • Correlate due diligence findings with client valuations.
  • Manage expectations of service and review the work of Senior staff.
  • Conduct timely performance reviews for Senior staff and help to develop and guide Senior staff.
  • Generate new business opportunities.
Requirements
  • Bachelor's degree and approximately 5-7 years of TAS work experience; or a graduate degree and approximately 6 years of related work experience.
  • Big 4 TAS practice experience preferred.
  • Degree in accounting, business, or finance preferred.
  • Experience including at least 5+ years of relevant external audit experience in a public accounting firm.
  • Audit experience within manufacturing, distribution and retail/consumer product companies preferred.
  • Must have a strong understanding of cost accounting and inventory valuation.
  • Certified Public Accountant (CPA) certification required.
  • Strong analytical and interpersonal skills.
  • Effective written and verbal communication skills.
  • Extremely proficient with Microsoft Excel and Word.
  • A strong work initiative and the ability to adapt to new challenges and ideas.
  • Working knowledge of data analytics and available tools.
  • Must be able to work additional hours as needed to meet client deliverables.
  • Must be willing to travel to clients as needed.


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