Transaction Services Senior Manager

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The Transaction Services Senior Manager has mastered the skills and requirements of the manager role and has been identified as possessing the prerequisite skills to grow into a future partner/managing director or principal. The Senior Manager is developing greater leadership skills and continuously taking on greater responsibilities. The Senior Manager is building the capacity to assist the partners/managing directors in assuming overall responsibilities in a variety of areas, including but not limited to: engagement management & client service, sales, practice development, marketing, cross selling, discipline & industry expertise, external activities & networking, leadership, people development, and strategic business planning.

Tasks

• Lead financial due diligence (buy-side and sell-side) engagements including:
• Quoting and scoping prospective engagements;
• Directing and performing analysis;
• Leading management discussions and correspondence;
• Preparation and presentation of key deal analysis (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.);
• Writing reports and delivering findings to clients.
• Support UHY Corporate Finance marketing and business development through participation in marketing efforts, networking events, preparation of pitchbooks and related materials.
• Manage and communicate pipeline and project status internally and with clients.
• Develop standards, practices, procedures, templates and thought leadership.
• Participate in recruiting and interviewing / candidate selection.
• Develop and mentor staff.

Skills

• Demonstrable M&A execution experience
• Strong knowledge of corporate finance, accounting, and financial statements
• Ability to multitask and manage time effectively
• Adaptable, having the ability to transition between multiple projects / coverage sectors seamlessly
• Outstanding quantitative and qualitative analytical skills and superior written and oral communication skills (ability to relay critical issues to senior professionals concisely)
• Maintain high standards of professionalism and ethical conduct
• Experience with writing financial due diligence reports and constructing detailed financial models
• Highly motivated individuals that demonstrate a commitment to excellence in all tasks performed
• Proficient level of MS Excel and PowerPoint

Experience and Education

Education

• Bachelor’s in Accounting for Audit or Tax
• Related Business Degree for Consulting

Experience

• 8+ years in accounting
• Public accounting preferred

License / Certification

• Public accounting or other professional services environment preferred

WHAT WE OFFER

• Great Culture | Team-like culture of a small office with the benefits of a large firm
• Competitive Compensation | Based on the role, credentials, and experience
• Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO

For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $140,000 to $215,000.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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