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Centri · 1 day ago

Manager - Financial Due Diligence

New York, NY

Full-time

Hybrid

Senior Level

$110K/yr - $140K/yr

7+ years exp

Centri Business Consulting provides high-quality advisory consulting services to its clients. The M&A Manager position involves overseeing mergers and acquisitions engagement work plans, demonstrating excellent project management and client service skills while coaching team members.

AccountingFinanceManagement Consulting

Responsibilities

Oversee the entire engagement to develop, review and evaluate financial models within broadly defined guidelines, focusing on major assumptions for projections, scenarios analysis and comparisons to historical results

Establish an in-depth understanding to compile and evaluate company and industry data from key information sources such as Pitchbook, Company Reports and Financial Statements and industry sources

Identify key financial and operational issues, results and trends and report on key findings that may impact a potential transaction

Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review financial analysis as required for the transaction process

Oversee the preparation of target lists of potential investors or buyers based on information sources and general internet searches

Review financial statements, general ledger, and trial balances to evaluate historical financial performance, including sustainable earnings, working capital, etc., to uncover performance issues/trends

Lead and manage client delivery projects related to deal strategy activities to support clients in the business transaction lifecycle on both buy side and sell side

Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director

Build in person connections with peers and managers

Lead all client calls, manage project status with managers and staff. Develop project plans and accurate completion of project plans at the deliverable level

Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc

Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm

Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise

Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level

Oversee a managed book of $1,200,000 in revenue

Support Firm initiatives and development opportunities

Work to build relationships and promote collaboration in a hybrid environment

Qualification

Financial modelingClient relationship managementProject managementMicrosoft Office SuiteCPA CertificationInterpersonal skillsWritten communicationVerbal communicationAdaptability