Corporate Transactions Group - FDD - Senior Associate - 202401737-OTHLOC-Cu2bYfwp - Alvarez & Marsal Corporate Transactions Group, LLC
Houston, TX
About the Job
Description
About AandM
Companies, investors and government entities around the world turn to Alvarez and Marsal (AandM) for leadership, action and results. Privately held since its founding in 1983, AandM is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.
With over 10,000 people across five continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage AandM's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.
Corporate Transactions Group (CTG)
CTG, a subsidiary of AandM, brings a structured and disciplined approach to create and capture value throughout the MandA deal cycle. We provide corporate clients with deep leadership and expertise to bring an end-to-end solution for corporate clients as they enter into potential buys-side acquisitions, sell-side divestitures and carve-outs, and strategic partnerships.
Our professionals help businesses develop and execute their strategies to create value for the organization and its shareholders leveraging AandM's functional expertise and industry experience. We provide a range of services to our clients, including commercial due diligence, market entry assessment, financial and operational due diligence, tax diligence and structuring assistance, business modeling and synergy assessment, integration and separation planning, and support executing the plan and delivering enterprise value for our client's shareholders.
Our CTG practice is growing rapidly which means there is a unique opportunity to be creative and entrepreneurial to help shape the foundation of our future. We are currently seeking dynamic and experienced professionals to join our team, focusing on the operational and execution aspects of the MandA life cycle (from early-stage diligence through to post-close implementation). In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. The position offers significant opportunities for career development and advancement in a fast-growing practice that is helping lead many market shaping deals.
As a Senior Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services, healthcare, software and technology, aerospace and defense, and energy. You will provide our corporate and private equity clients with an integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers related to buy-side and sell-side transactions. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.
Responsibilities will include:
Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment strategy.
Analyze detailed fina cial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.
Assess the quality of the target company's reported earnings, net assets and cash flows.
After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating points
Participate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.
Be actively involved in building and maintaining client relationships and other business development opportunities.
Counsel and mentor CTG associates and analysts.
Engage in training initiatives (developing and teaching appropriate courses) to develop CTG associates and analysts.
Research technical accounting subjects relevant to CTG that are
necessary to deliver exceptional client services (relative to financial due diligence)
Research technical accounting subjects relevant to CTG that are necessary to deliver exceptional client services (relative to financial due diligence).
Coordinate with all other AandM service groups and functional areas during an engagement as appropriate.
Delegate work to associates and analysts throughout engagement.
Review and develop associates and analysts based on work performed.
Qualifications:
A minimum of 3 years of financial accounting due diligence experience or equivalent at a top accounting firm.
Bachelor's or master's degree in accounting and/or related major.
Certified Public Accountant (CPA) or the equivalent of a CPA.
Working knowledge of US GAAP, SEC reporting and purchase accounting.
High proficiency in Excel, Word, PowerPoint and database skills.
Excellent interpersonal and communication skills (written and verbal) including the ability to articulate to senior members of target management, client representatives and colleagues.
Proficient in basic project management skills.
Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
Ability to travel for projects and AandM specific needs as necessary.
Ability to thrive and be effective in a fast-paced setting.
We are not a typical consulting firm. CTG is a team of problem solvers with extensive consulting and industry experience who embody the AandM Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with our corporate clients.
Our team is a set of are hands-on, entrepreneurial, open minded, high achieving, and collaborative individuals who go the extra mile and deliver gold standard work for their teammates and clients. We are often leaders amongst our peers with the confidence to approach internal and external problems head-on and the grit to execute highly complex, value add initiatives in intense situations.
We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure.
As a demonstration of AandM's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quali
About AandM
Companies, investors and government entities around the world turn to Alvarez and Marsal (AandM) for leadership, action and results. Privately held since its founding in 1983, AandM is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.
With over 10,000 people across five continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage AandM's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.
Corporate Transactions Group (CTG)
CTG, a subsidiary of AandM, brings a structured and disciplined approach to create and capture value throughout the MandA deal cycle. We provide corporate clients with deep leadership and expertise to bring an end-to-end solution for corporate clients as they enter into potential buys-side acquisitions, sell-side divestitures and carve-outs, and strategic partnerships.
Our professionals help businesses develop and execute their strategies to create value for the organization and its shareholders leveraging AandM's functional expertise and industry experience. We provide a range of services to our clients, including commercial due diligence, market entry assessment, financial and operational due diligence, tax diligence and structuring assistance, business modeling and synergy assessment, integration and separation planning, and support executing the plan and delivering enterprise value for our client's shareholders.
Our CTG practice is growing rapidly which means there is a unique opportunity to be creative and entrepreneurial to help shape the foundation of our future. We are currently seeking dynamic and experienced professionals to join our team, focusing on the operational and execution aspects of the MandA life cycle (from early-stage diligence through to post-close implementation). In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. The position offers significant opportunities for career development and advancement in a fast-growing practice that is helping lead many market shaping deals.
As a Senior Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services, healthcare, software and technology, aerospace and defense, and energy. You will provide our corporate and private equity clients with an integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers related to buy-side and sell-side transactions. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.
Responsibilities will include:
Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment strategy.
Analyze detailed fina cial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.
Assess the quality of the target company's reported earnings, net assets and cash flows.
After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating points
Participate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.
Be actively involved in building and maintaining client relationships and other business development opportunities.
Counsel and mentor CTG associates and analysts.
Engage in training initiatives (developing and teaching appropriate courses) to develop CTG associates and analysts.
Research technical accounting subjects relevant to CTG that are
necessary to deliver exceptional client services (relative to financial due diligence)
Research technical accounting subjects relevant to CTG that are necessary to deliver exceptional client services (relative to financial due diligence).
Coordinate with all other AandM service groups and functional areas during an engagement as appropriate.
Delegate work to associates and analysts throughout engagement.
Review and develop associates and analysts based on work performed.
Qualifications:
A minimum of 3 years of financial accounting due diligence experience or equivalent at a top accounting firm.
Bachelor's or master's degree in accounting and/or related major.
Certified Public Accountant (CPA) or the equivalent of a CPA.
Working knowledge of US GAAP, SEC reporting and purchase accounting.
High proficiency in Excel, Word, PowerPoint and database skills.
Excellent interpersonal and communication skills (written and verbal) including the ability to articulate to senior members of target management, client representatives and colleagues.
Proficient in basic project management skills.
Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
Ability to travel for projects and AandM specific needs as necessary.
Ability to thrive and be effective in a fast-paced setting.
We are not a typical consulting firm. CTG is a team of problem solvers with extensive consulting and industry experience who embody the AandM Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with our corporate clients.
Our team is a set of are hands-on, entrepreneurial, open minded, high achieving, and collaborative individuals who go the extra mile and deliver gold standard work for their teammates and clients. We are often leaders amongst our peers with the confidence to approach internal and external problems head-on and the grit to execute highly complex, value add initiatives in intense situations.
We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure.
As a demonstration of AandM's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quali
Source : Alvarez & Marsal Corporate Transactions Group, LLC