Navigate Search · 10 hours ago
Transaction Advisory Services
Washington, DC
Full-time
Onsite
Director/ExecutiveNavigate Search is assisting a Mid Tier CPA Client in filling multiple positions in their Transaction Advisory Services Group. The role involves planning and executing financial due diligence, developing client relationships, and supervising team members while ensuring high ethical standards and quality in service delivery.
Staffing & Recruiting
Responsibilities
Plan, execute, direct and complete multiple financial/accounting due diligence for private equity and strategic buyers and sellers from a variety of industries, including manufacturing and distribution, technology, retail and hospitality and business services
Develop relationships with clients and engage in effective interactions with target company executives
Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller as well as conducting interviews with buyer or seller
Commenting on client sellers and client targets’ financial operating results and financial position
Supervise and develop skill sets of managers, seniors and associates and provide performance review feedback
Leads, teams and assists Partners on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the buyer and seller
Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively
Develop and maintain strong client relationships and cross-sell services
Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
Strong current knowledge in US GAAP, GAAS, transaction advisory services or mergers and acquisitions
Strong leadership, training, and mentoring skills
Continuously fostering relationships with coworkers (through all services lines of Aprio) and clients (both strategics and private equity)
Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community
Keeps up to date with the Transaction and Advisory Services Industry, and Private Equity groups (PEG), following the industry's advancements
Experience with developing and supervising staff both on engagements and in their career
Demonstrates a high degree of the Aprio Fundementals and a desire to be held to the highest of ethical and quality standards. Will admit mistakes and involve others in situations requiring significant judgment or posing significant risk to the firm or its client(s)
Traveling approximately up to 20% of the time while upholding Aprio’s values and reputation
Qualification
Required
Plan, execute, direct and complete multiple financial/accounting due diligence for private equity and strategic buyers and sellers from a variety of industries, including manufacturing and distribution, technology, retail and hospitality and business services
Develop relationships with clients and engage in effective interactions with target company executives
Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller as well as conducting interviews with buyer or seller
Commenting on client sellers and client targets' financial operating results and financial position
Supervise and develop skill sets of managers, seniors and associates and provide performance review feedback
Leads, teams and assists Partners on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the buyer and seller
Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively
Develop and maintain strong client relationships and cross-sell services
Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
Strong current knowledge in US GAAP, GAAS, transaction advisory services or mergers and acquisitions
Strong leadership, training, and mentoring skills
Continuously fostering relationships with coworkers (through all services lines of Aprio) and clients (both strategics and private equity)
Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community
Keeps up to date with the Transaction and Advisory Services Industry, and Private Equity groups (PEG), following the industry's advancements
Experience with developing and supervising staff both on engagements and in their career
Demonstrates a high degree of the Aprio Fundamentals and a desire to be held to the highest of ethical and quality standards. Will admit mistakes and involve others in situations requiring significant judgment or posing significant risk to the firm or its client(s)
Traveling approximately up to 20% of the time while upholding Aprio's values and reputation
Company
Navigate Search
At Navigate Search, we engage exclusively with premier businesses and the market’s most sought-after candidates.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageLeadership Team
John Gaw
Co-Founder & Managing Partner
Steven Silverman
Co-Founder & Managing Partner
Company data provided by crunchbase