Transaction Advisory Manager - NYC

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

Marcum LLP is seeking a Transaction Advisory Manager to join our growing and well-established national firm in our New York City office.

This position requires a high-energy, experienced professional, with strong interpersonal skills, ability to work independently and with a team, along with a strong desire to be willing to take on new challenges and responsibilities.

Responsibilities

• Responsible for managing all aspects of due diligence projects including :
• Obtaining and organizing due diligence information requests and data flow.
• Managing the completion of project workbooks and related analysis.
• Reviewing the work of staff.
• Identification of Quality of Earnings adjustments.
• Performance of working capital and debt analysis.
• Identify potential issues and risks that potentially impact the valuation of the target and / or future cash flows.
• Prepare initial drafts of Quality of Earnings and other due diligence reports.
• Interacting with client, target management, other professional advisors to a transaction.
• Managing project budgets and assist with client billings.
• Ensuring compliance with TAS engagement policies and procedures.
• Manage the completion of a project to its conclusion.
• Supervise, train and evaluate staff on engagements.
• Contribute as an instructor and course developer to the TAS training program.
• Achieve solid personal financial results including chargeable hours and net margin.
• Consider participation in industry and professional groups.
• Assist with practice development activities.

Qualifications

• Bachelors degree in Accounting, Finance, or other relevant discipline.
• 4-7 years of relevant experience in delivering financial advisory, transactions advisory services, or similar services.
• CPA or related certification (CFA, etc.) is desired.
• Excellent problem solving, analytical and interpersonal skills.
• Excellent technical accounting and reporting capabilities.
• Client facing experience is required, good responsiveness.
• Ability to work effectively and efficiently under the pressure of transaction deadlines.
• Excellent Excel skills.
• Excellent business acumen.
30+ days ago