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TAS Manager Financial Due Diligence - Financial Services

TAS Manager Financial Due Diligence - Financial Services

RSMNew York, NY, US
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Transaction Advisory Services Manager

RSM is seeking a Transaction Advisory Services Manager in New York City with Financial Services / Fintech vertical expertise. The TAS Manager works closely with our clients we serve, Directors, C-level leadership, and other team members to provide financial and operational analysis of US and international businesses for our clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance.

Responsibilities :

  • Performs financial due diligence for clients who are acquiring and divesting businesses
  • Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
  • Prepares detailed financial analyses to help clients evaluate their acquisition decisions and financing requirements
  • Uses various software tools as designated by the firm
  • Interacts with the other functional areas of the practice including tax, audit and other consulting practices
  • Assists in preparing proposals and engagement letters
  • Represents the firm in community activities and professional associations

Required Qualifications :

  • A bachelor's degree, ideally with a major in accounting or finance
  • Minimum of 5 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
  • Ability to travel up to 10-15% locally and nationally
  • Preferred Qualifications :

  • CPA certification
  • Prior Financial Due Diligence experience
  • Master's degree preferred
  • Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
  • At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards.

    All applicants will receive consideration for employment as RSM does not tolerate discrimination and / or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military / Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and / or employment / partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

    RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

    RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

    At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range : $101,000 - $203,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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