Search jobs > San Mateo, CA > Director transaction

Director- Transaction Advisory Services (TAS)

EisnerAmper
San Mateo, CA, United States
Full-time

Job Description

Eisner Advisory Group is seeking Directors to join our rapidly growing Transaction Advisory Services practice.

EAG's TAS Practice assists financial and strategic investors in connection with evaluating complex acquisition and divestiture transactions.

Our professionals have decades of experience advising clients in every aspect of a M&A / lending transaction, from pre-LOI stage through closing, including accounting, tax, IT, and benefits due diligence and transaction structuring.

We are looking for proven leaders in selected geographic markets to add to the continued growth and expansion of our TAS practice.

What you'll be doing :

Play key role in practice administration including talent recruitment, operations, and resource management.

Effectively manage engagement economics.

Well versed in managing individual and local practice key performance metrics such as utilization, WIP, receivable, and related practice measurements.

Mentoring and developing team members to develop, advance, and be positioned as future leaders at EAG.

Produce and distribute monthly and quarterly pipeline, closed business, profitability reports, annual practice summaries to leadership.

Build upon established client service delivery processes.

Actively contribute to practice's business development process.

Assist in creating professional development programs for practice professionals.

Participate in marketing and business development programs, including attending and speaking at industry conferences.

Develop and maintain relationships and communications with existing clients and prospects.

Simultaneously lead, manage, and supervise multiple client engagements and effectively communicate with clients and internal referral sources.

Analyze target company financial and operating results to identify non-recurring, unusual or out-of-period transactions that affect reported earnings.

Write and review reports to clients.

Ability to identify transaction risks and key deal issues.

Effectively supervise and acts as a role model for Directors, Senior Managers / Managers, and senior associates.

Develop agendas and lead meetings with client / target management.

Maintain periodic communications with clients regarding project status, out of scope work, and potential deal issues as they arise.

Basic Qualifications :

Bachelor's degree in accounting, finance, economics or related field.

9 + years of transaction advisory and / or combined TAS / audit experience from a public accounting or other professional services firm.

Demonstrable network of clients and contacts to leverage new business origination.

Significant experience supervising teams in connection with buy-side and sell-side due diligence, including evaluating Quality of Earnings and other deal related financial and operational metrics (e.

g., net working capital, indebtedness).

Well versed in using databooks and related tools typically used in M&A transactions, as well as having strong working knowledge of MS Excel and emerging data analytics tools.

Active in nationally / locally focused organizations where speaking opportunities and networking have high likelihood of expanding professional network.

Deep experience in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising staff, and coordinating with other internal and external service providers.

Strong working knowledge of US GAAP.

Excellent written and verbal communication skills.

Ability to travel as needed to service client demands, including internationally.

Collaboratively work with TAS leaders and other EisnerAmper professionals to strategically drive growth and bring appropriate resources to opportunities.

Preferred Qualifications :

Masters / advanced degree, CPA, and other professional certifications, a plus.

We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed.

As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.

About our Financial Advisory Services (FAS) Team

The EisnerAmper Financial Advisory Services team is comprised of a diverse group of professionals from across the country with a multitude of experience and certifications to leverage distinctive perspectives and specializations.

We're equipped to meet all our clients' unique challenges including reorganizations, Ponzi schemes, fraud, contractual disputes, matrimonial claims, Intellectual Property disputes, valuation, and forensic investigations.

Divided into three main arms of Bankruptcy & Restructuring, Forensic Accounting, and Valuation Services, our client base is comprised primarily of lawyers and law firms of all sizes.

Because of this, we gauge success by the meaningful and lasting relationships we build based on institutional trust, innovative approaches, the reliability to solve any issue we're presented with, and consistent results.

By instilling a culture of collaboration, teamwork, and trust across the department, we're committed to building our people into tomorrow's industry leaders.

At all levels, employees are encouraged to take on new responsibilities and challenges in order to grow both as individuals and a team.

About EisnerAmper :

EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 4,500 employees and over 450 partners across the country.

We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

Our reach extends globally, with offices in the United Kingdom, Israel, India, the Cayman Islands, Singapore, and Ireland.

LI-JB1

Preferred Location : New York

New York

For NYC and California, the expected salary range for this position is between

120000

250000

The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.

2 days ago
Related jobs
Promoted
EisnerAmper
San Mateo, California

Eisner Advisory Group is seeking Directors to join our rapidly growing Transaction Advisory Services practice. EAG's TAS Practice assists financial and strategic investors in connection with evaluating complex acquisition and divestiture transactions. Our professionals have decades of experience adv...

Promoted
Kroll
San Francisco, California

Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing. Vice President, Transaction Advisory Services. Transaction Advisory Services | San Francisco, United States. Assisting clients in identifying pre- and...

PricewaterhouseCoopers Advisory Services LLC
Silicon Valley, California

As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Demonstrates thought leadership and/or success in roles directing the design, implementation, and/or assessment of controls related to multiple versions of the Oracle...

Armanino
San Francisco, California

Our Transaction Advisory Services practice focuses on the financial and tax due diligence pertaining to mergers, acquisitions, and divestitures. Lead multiple buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private e...

PricewaterhouseCoopers Advisory Services LLC
San Francisco, California
Remote

As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Developing creative strategies to sell consulting services in support of clients’ needs. ...

BDO
San Francisco, California

This role will review work prepared by Associate, Senior Associate, and Manager professionals in the Transaction Advisory Services (TAS Tax) Group, and work with Managing Directors and Partners on client optimization strategies. Nonrecognition transactions and general requirements Transaction costs ...

PricewaterhouseCoopers Advisory Services LLC
San Francisco, California

Demonstrates thought leader-level abilities with, and/or a proven record of success directing efforts in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, helping companies define and eval...

PricewaterhouseCoopers Advisory Services LLC
San Francisco, California
Remote

As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. ...

PricewaterhouseCoopers Advisory Services LLC
Silicon Valley, California

As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. ...

PricewaterhouseCoopers Advisory Services LLC
Silicon Valley, California
Remote

As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Utilizing Microsoft BI suite, MS SQL Server and SSRS reporting services to manage the reporting lifecycle (Report Design, Creation, Publishing, Subscription, Alerts);...