Corporate Transactions Group - FDD - Manager - 202401410-OTHLOC-Cq2bYfwl - Alvarez & Marsal Corporate Transactions Group, LLC
Dallas, 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 Manager, 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:
People:
- Counsel and mentor CTG associates and senior associates.
- Engage in training initiatives (developing and teaching appropriate courses) to develop CTG employees.
- Risk management:
- Understand and abide by risk management guidelines and engagement review memo procedures.
- Appropriately mana e engagement risk and potential client or engagement issues (including conflicts, etc.).
- Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
- Gather applicable conflict check information and coordinates with Directors, Senior Directors and / or Managing Directors to set up engagement codes and other engagement requirements.
Project management (including financial due diligence):
- Manage and prioritize engagements and responsibilities appropriately.
- Help engagement executives in maximizing the value the client is receiving from AandM (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of TandEs billed by all team members).
- Lead various aspects of the financial due diligence work on all projects, which will include the quality of earnings, working capital analyses, debt and debt-like items analyses, general financial statement analysis and other operational and financial analytics.
- Compile discussion agendas and effectively hold conversations with clients, management teams and other stakeholders (e.g., boards, lenders, etc.) as appropriate with regards to the financial due diligence work.
- Identify potential transaction risks and implement strategies to address such risks.
- Research technical accounting subjects relevant to CTG that are necessary to deliver exceptional client services (relative to financial due diligence).
- Oversee the development of a financial databook (based in Excel) that includes specific financial due diligence analyses, schedules and findings.
- Coordinate with all other AandM service groups and functional areas during an engagement as appropriate.
- Delegate work to associates and senior associates throughout engagement. Review and develop associates and senior associates based on work performed.
- Generate financial due diligence reports or sections of such reports based on the work performed. Integrate findings from other practice areas (e.g., corporate performance improvement, etc.) as necessary into final due diligence reports to be shared with clients.
Clients, markets and services:
- Assist Directors, Senior Directors and Managing Directors in sales and business development efforts.
- Display a core understanding of all CTG services and strive to introduce such services (where relevant) to specific projects based on client needs or areas we believe could be valuable to our clients.
- Pursue / strengthen a specific industry or sector expertise (in conjunction with CTG discussions).
Qualifications:
- A minimum of 5 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.
- Strong project management skills.
- Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
- Ability to travel for project needs and AandM specific needs and opportunities (e.g., training, internal meetings, etc.).
- Ability to thrive and be effective in fast-paced settings.
Who will you be working with?
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
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 Manager, 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:
People:
- Counsel and mentor CTG associates and senior associates.
- Engage in training initiatives (developing and teaching appropriate courses) to develop CTG employees.
- Risk management:
- Understand and abide by risk management guidelines and engagement review memo procedures.
- Appropriately mana e engagement risk and potential client or engagement issues (including conflicts, etc.).
- Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
- Gather applicable conflict check information and coordinates with Directors, Senior Directors and / or Managing Directors to set up engagement codes and other engagement requirements.
Project management (including financial due diligence):
- Manage and prioritize engagements and responsibilities appropriately.
- Help engagement executives in maximizing the value the client is receiving from AandM (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of TandEs billed by all team members).
- Lead various aspects of the financial due diligence work on all projects, which will include the quality of earnings, working capital analyses, debt and debt-like items analyses, general financial statement analysis and other operational and financial analytics.
- Compile discussion agendas and effectively hold conversations with clients, management teams and other stakeholders (e.g., boards, lenders, etc.) as appropriate with regards to the financial due diligence work.
- Identify potential transaction risks and implement strategies to address such risks.
- Research technical accounting subjects relevant to CTG that are necessary to deliver exceptional client services (relative to financial due diligence).
- Oversee the development of a financial databook (based in Excel) that includes specific financial due diligence analyses, schedules and findings.
- Coordinate with all other AandM service groups and functional areas during an engagement as appropriate.
- Delegate work to associates and senior associates throughout engagement. Review and develop associates and senior associates based on work performed.
- Generate financial due diligence reports or sections of such reports based on the work performed. Integrate findings from other practice areas (e.g., corporate performance improvement, etc.) as necessary into final due diligence reports to be shared with clients.
Clients, markets and services:
- Assist Directors, Senior Directors and Managing Directors in sales and business development efforts.
- Display a core understanding of all CTG services and strive to introduce such services (where relevant) to specific projects based on client needs or areas we believe could be valuable to our clients.
- Pursue / strengthen a specific industry or sector expertise (in conjunction with CTG discussions).
Qualifications:
- A minimum of 5 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.
- Strong project management skills.
- Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
- Ability to travel for project needs and AandM specific needs and opportunities (e.g., training, internal meetings, etc.).
- Ability to thrive and be effective in fast-paced settings.
Who will you be working with?
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
Source : Alvarez & Marsal Corporate Transactions Group, LLC