Embarc Advisors ยท 4 hours ago
Director, Transaction Advisory Services (TAS) and Financial Due Diligence (FDD)
United States
Full-time
Remote
Director/Executive
7+ years exp
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Responsibilities
Leads the TAS function through 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.
Provides strong leadership in the recruitment, training and development of top-quality talent, ensuring a high level of performance and productivity. Builds morale, motivates and instills productivity and teamwork, creates and promotes a positive and supportive work environment.
Supports business development efforts by identifying and pursuing leads, building relationships through conferences and networking events, negotiating and securing engagement agreements, and uncovering opportunities to cross-sell services such as M&A Advisory, CFO services, and Strategic Finance.
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.
Leads the end-to-end project management, work plan development, process, and project execution. Manages current Embarc contractors, future team members, and client teams to deliver project goals in a timely and resource efficient manner. Effectively communicates across all stakeholders. Drive optimal outcomes for all stakeholders, while meeting and/or exceeding client expectations.
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.
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
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Required
Bachelor's degree
7+ years of increasingly complex experience in Transaction Advisory Services from within a mid to large sized professional services firm (Big 4 is a plus!)
Previous leadership experience
Experience overseeing and running TAS/FDD projects applying best-in-class practices
Deep expertise in quality of earnings analysis and financial due diligence
Track record of successfully leading TAS/FDD teams including recruiting, training, project management
Demonstrated experience in business development, including lead generation, relationship building at conferences and networking events, negotiating engagement agreements, and identifying cross-selling opportunities for additional services
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, collaborating effectively to successfully drive TAS/FDD processes
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 (including C-Suite, Board of Advisors, and external targets), and aligning them around a common goal, despite competing interests
Proven ability to maintain excellent attention to detail and accuracy
Demonstrated success with building and improving processes and promoting quality
Preferred
Experience working with start-up organizations a plus
Benefits
Competitive compensation (PLUS performance bonus)
401K with immediately vested match (after one year of service)
Full medical, dental, and vision benefits
Unlimited vacation time
Paid sick leave
Team building/training offsites (2-3 per year)
Short-term disability insurance
Company
Embarc Advisors
Embarc Advisors is a financial consultancy that provides strategic services to startups, SMBs, and middle-markets.
11-50 employees
H1B Sponsorship
Embarc Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Early StageLeadership Team
Jay Jung
Founder & President
Recent News
Connecticut Post
2024-11-11
Company data provided by crunchbase
