Transaction Advisory Manager

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis , LLC(doing business in NC and D.C. as Elliott Davis , PLLC), a licensed CPA firm.

Elliott Davis Advisory, LLC’s Transaction Advisory Services (“TAS”) practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers. We are rapidly growing and would love to have you join our team!
Responsibilities

- Lead engagement teams by performing financial due diligence procedures for buy-side and sell-side engagements for private equity, mezzanine funds, and strategic buyers

- Perform quality of earnings, debt and debt-like, working capital analysis

- Develop an understanding of a target’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies, in addition to challenging target assumptions

- Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness considerations

- Communicate due diligence findings and critical deal issues confidently in a clear, concise and articulate manner, both verbally and in written reports

- Create a collaborative team environment, motivate, and develop and mentor/coach team through communication and actions

- Lead and participate in people development and business development efforts

- Provide timely, high quality client service that meets or exceeds expectations

- Identify performance improvement opportunities and recommend creative solutions to complex issues, in addition to identifying critical post-closing issues to be addressed

- Growth minded, strengthens and develops client relationships, and oversee engagement economics and management of resources

- Collaborate with other Elliott Davis team members

Requirements

- A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience

- Bachelor’s degree from an accredited college/university

- Current licensed CPA

- Big 4, National or large regional firm experience preferred

- Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space

- Excellent verbal and written communication skills

- Strong Excel skills and proficient in Microsoft Office

- Aptitude towards business development

- Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project

- Ability to thrive and adapt in a fast-paced, dynamic environment

- Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues

- Ability to manage multiple responsibilities simultaneously (multi-task)

- Superior client service focus

- Ability to travel to client locations as required

WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:
• generous time away and paid firm holidays, including the week between Christmas and New Year’s
• flexible work schedules

• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver