What are the responsibilities and job description for the TAS Manager – Financial Due Diligence - Financial Services position at RSM US LLP?
RSM is seeking a Transaction Advisory Services Manager in New York City with Financial Services/Fintech vertical expertise. The TAS Manager works closely with our clients we serve, Directors, C-level leadership, and other team members to provide financial and operational analysis of US and international businesses for our clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance.
Responsibilities:
Performs (as part of a team) financial and operational due diligence for clients who are acquiring businesses
Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
Uses various software tools as designated by the firm
Interacts with the other functional areas of the practice including tax, audit and other consulting practices
Assists in preparing proposals and engagement letters
Represents the firm in community activities and professional association
Basic Qualifications:
Bachelor's degree in Accounting
Minimum of 6 years experience in public accounting with at least 1+ years of Transaction Advisory practice
Supervision / Team Leadership experience
Specific Financial Services industry expertise (e.g. consumer finance, investment advisors, mortgage, banking, insurance etc…)
Ability to direct and manage client engagements
Excellent verbal and written communication skills
Proficient with Microsoft Excel and Microsoft PowerPoint
Ability to travel 25-30% overnight
Preferred Qualifications:
CPA certification
Networking and communicating with C-level executives
Strong project management skills
Evaluated as exceptional performer in current position
Possess a good balance of strong audit skills and business acumen
Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm
Ability to be a self-starter and to be confident when interacting with clients and asking questions
Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
Ability to apply critical thinking and problem solving skills
Salary : $98,000 - $196,000