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Embarc Advisors · 20 hours ago

Senior Manager / Director, Transaction Advisory Services (TAS) & Financial Due Diligence (FDD)

United States

Full-time

Remote

Mid, Senior Level

6+ years exp

Embarc Advisors is a finance firm focused on providing high-quality advisory services across M&A, capital raising, and strategic CFO services. They are seeking a Senior Manager or Director for their Transaction Advisory Services and Financial Due Diligence team to lead the financial due diligence process and manage client relationships, helping clients make informed business decisions.

AdviceConsultingFinancial ServicesManagement Consulting

Responsibilities

Leads the end-to-end project management, work plan development, process, and project execution. Manages client team to deliver project goals in a timely and resource efficient manner. Effectively communicates across all stakeholders. Drives optimal outcomes for all stakeholders, while meeting and/or exceeding client expectations

Independently manages due diligence, quality of earnings, and other transaction advisory related services to support Embarc clients that are looking at growing through acquisitions or preparing for sale

Develops and prepares audience-appropriate materials, including quality of earnings databooks and financial due diligence reports etc

Analyzes financial/operational results of targets through reviewing accounting records and conducting interviews with management

Cultivates and maintains strong relationships with client leadership and key staff. Identifies opportunities where Embarc's financial and strategic services (e.g., capital raising, M&A, and strategic finance) may accelerate the client's strategic plan and align with their key business objectives. Acts as a thought leader and trusted advisor to client's key leadership

Spearheads complex strategic analysis, quantitative analysis, and robust financial modeling to produce meaningful insights that address clients' challenges and needs

Translates complex strategic and financial analysis into insightful reports, key take-aways, and presentations for clients and key stakeholders which facilitate robust discussions, provide quantification and articulation of financial and strategic impact, and support the decision-making process

Identifies post-acquisition action steps to achieve anticipated earnings/cash flow improvements

Evaluates effects of seasonality and cyclicality on cash flow requirements

Performs industry and company research to keep Embarc and its' clients informed of any market insights

Creates and designs tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, working capital trends, and indebtedness considerations

Leads the cross-functional management of projects from end to end; communicates recommendations and drives outcomes with various stakeholders

Other duties as assigned

Qualification

Transaction Advisory ServicesFinancial Due DiligenceFinancial ModelingClient Relationship ManagementProject ManagementAnalytical SkillsCommunication SkillsTeam LeadershipAttention to Detail

Required

Bachelor's degree

Experience within a mid- to large-sized professional services firm

Typically 6–8+ years of TAS/FDD experience for Senior Manager

Typically 7–10+ years of TAS/FDD experience for Director

Experience with best-in-class TAS/FDD practices

Track record of successfully leading TAS/FDD teams including recruiting, training, project management

Exceptional analytical skills, including advanced financial modeling and financial/accounting analysis

Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations

Ability to lead multiple engagements simultaneously, using well developed project management skills

Mature presence, empathy, intellectual curiosity, and ability to learn quickly

Demonstrated strengths with financial accounting, capital markets, and M&A concepts

Demonstrated success with cultivating strong relationships with clients, executives and boards

Ability to develop and maintain strong working relationships with both internal and external cross-functional teams

Proven success with independently developing presentations and other communication materials for executive leadership, external partners, and the Board of Advisors

Excellent oral and written communication skills

Demonstrated excellence with presenting to diverse stakeholders and aligning them around a common goal

Proven ability to maintain excellent attention to detail and accuracy

Demonstrated success with building and improving processes and promoting quality