Elliott Davis
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Overview Who We Are Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices—located in the fastest growing cities in the US—are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. Elliott Davis, LLC’s Healthcare Transaction Advisory Services ("TAS") practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers. We are rapidly growing and would love to have you join our team!
Responsibilities
Lead buy-side and sell-side healthcare transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds, and strategic buyers
Perform quality of earnings, quality of revenue, debt and debt‑like, working capital analysis
Develop an understanding of the client’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies
Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations
Communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
Ability to lead an engagement and provide real‑time feedback and guidance to clients to ensure timely and efficient product delivery
Create a collaborative team environment, motivate, and develop team through communication and actions
Lead and participate in people development and business development efforts
Provide timely, high quality client service that meets or exceeds expectations
Lead conversations with teams, clients and stakeholders to build trust
Identify performance improvement opportunities and recommend creative solutions to complex issues
Be growth motivated, own client relationships and oversee engagement economics and management of resources
Collaborate with other Elliott Davis team members
Opportunity to engage in business development as a manager and early exposure to participating in the growth of the practice
Requirements
A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience
Bachelor’s degree from an accredited college/university
Current licensed CPA
Big 4, National or large regional firm experience preferred
Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space
Excellent verbal and written communication skills
Aptitude towards business development
Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project
Ability to thrive and adapt in a fast‑paced, dynamic environment
Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues
Ability to manage multiple responsibilities simultaneously (multi‑task)
Superior client service focus
Ability to travel to client locations as required
Benefits
Generous time away and paid firm holidays, including the week between Christmas and New Year’s
Flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
First‑class health and wellness benefits, including wellness coaching and mental health counseling
One‑on‑one professional coaching
Leadership and career development programs
Access to Beyond: a one‑of‑a‑kind program with experiences that help you expand your life, personally and professionally
Notice to 3rd‑Party Recruiters Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e‑mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
Ada Requirements The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements
Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
Cognitive/Mental Requirements
Use written and oral communication skills.
Read and interpret data, information, and documents.
Observe and interpret situations.
Work under deadlines with frequent interruptions; and
Interact with internal and external customers and others in the course of work.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function and Industry Finance and Sales; Professional Services
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Overview Who We Are Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices—located in the fastest growing cities in the US—are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. Elliott Davis, LLC’s Healthcare Transaction Advisory Services ("TAS") practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers. We are rapidly growing and would love to have you join our team!
Responsibilities
Lead buy-side and sell-side healthcare transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds, and strategic buyers
Perform quality of earnings, quality of revenue, debt and debt‑like, working capital analysis
Develop an understanding of the client’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies
Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations
Communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
Ability to lead an engagement and provide real‑time feedback and guidance to clients to ensure timely and efficient product delivery
Create a collaborative team environment, motivate, and develop team through communication and actions
Lead and participate in people development and business development efforts
Provide timely, high quality client service that meets or exceeds expectations
Lead conversations with teams, clients and stakeholders to build trust
Identify performance improvement opportunities and recommend creative solutions to complex issues
Be growth motivated, own client relationships and oversee engagement economics and management of resources
Collaborate with other Elliott Davis team members
Opportunity to engage in business development as a manager and early exposure to participating in the growth of the practice
Requirements
A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience
Bachelor’s degree from an accredited college/university
Current licensed CPA
Big 4, National or large regional firm experience preferred
Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space
Excellent verbal and written communication skills
Aptitude towards business development
Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project
Ability to thrive and adapt in a fast‑paced, dynamic environment
Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues
Ability to manage multiple responsibilities simultaneously (multi‑task)
Superior client service focus
Ability to travel to client locations as required
Benefits
Generous time away and paid firm holidays, including the week between Christmas and New Year’s
Flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
First‑class health and wellness benefits, including wellness coaching and mental health counseling
One‑on‑one professional coaching
Leadership and career development programs
Access to Beyond: a one‑of‑a‑kind program with experiences that help you expand your life, personally and professionally
Notice to 3rd‑Party Recruiters Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e‑mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
Ada Requirements The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements
Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
Cognitive/Mental Requirements
Use written and oral communication skills.
Read and interpret data, information, and documents.
Observe and interpret situations.
Work under deadlines with frequent interruptions; and
Interact with internal and external customers and others in the course of work.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function and Industry Finance and Sales; Professional Services
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