Manager Transaction Advisory Services

Our client is a leading firm in the financial services industry, renowned for its innovative solutions, commitment to excellence, and a diverse portfolio of financial products. With a global presence and a strong reputation for delivering top-tier services, our client serves a wide range of institutions, from major corporations to financial entities and individuals. They are dedicated to providing comprehensive financial advice and investment strategies to help their clients navigate complex transactions and achieve long-term success. As part of their continued growth and success, they are looking for a talented Manager, Transaction Advisory to join their team and contribute to the future of financial services.

Key Responsibilities:

• Conduct thorough financial analysis and review of financial statements, projections, and other relevant documents for clients involved in transactions.
• Support clients in structuring transactions in a way that maximizes value and minimizes risk.
• Identify financial and operational risks in potential transactions and recommend strategies to mitigate these risks.
• Build and maintain strong relationships with clients, acting as a trusted advisor throughout the transaction process.
• Lead and manage a team of junior professionals, providing guidance and mentorship to develop their technical and professional skills.
• Prepare and review transaction-related documents such as financial models, reports, and presentations for internal and client use.
• Work closely with tax, legal, and operational teams to assess transaction implications from various perspectives.
• Stay up-to-date on industry trends, market developments, and regulatory changes to provide informed advice to clients.
• Assist in building complex financial models, including valuation analyses and forecasting, to support transaction decisions.
• Assist clients with the execution of transactions, including managing timelines, coordinating with various stakeholders, and ensuring successful completion.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• 5 years of experience in transaction advisory, financial due diligence, or a similar role within a public accounting or consulting firm.
• Strong knowledge of financial analysis, valuation, and financial modeling techniques.
• Proficient in Microsoft Excel, PowerPoint, and other financial modeling tools.
• Exceptional analytical, problem-solving, and organizational skills.
• Ability to manage multiple projects and priorities in a fast-paced environment.
• Strong communication and presentation skills, with the ability to convey complex financial information to clients and stakeholders.
• Experience in managing teams and mentoring junior staff.
• Ability to work independently and as part of a collaborative team.

The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.