What are the responsibilities and job description for the Transaction Services Senior Manager position at UHY LLP, Certified Public Accountants?
The Transaction Services Senior Manager has mastered the skills and requirements of the manager role and has been identified as possessing the prerequisite skills to grow into a future partner/managing director or principal. The Senior Manager is developing greater leadership skills and continuously taking on greater responsibilities. The Senior Manager is building the capacity to assist the partners/managing directors in assuming overall responsibilities in a variety of areas, including but not limited to: engagement management & client service, sales, practice development, marketing, cross selling, discipline & industry expertise, external activities & networking, leadership, people development, and strategic business planning.
Tasks
- Lead financial due diligence (buy-side and sell-side) engagements including:
- Quoting and scoping prospective engagements;
- Directing and performing analysis;
- Leading management discussions and correspondence;
- Preparation and presentation of key deal analysis (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.);
- Writing reports and delivering findings to clients.
- Support UHY Corporate Finance marketing and business development through participation in marketing efforts, networking events, preparation of pitchbooks and related materials.
- Manage and communicate pipeline and project status internally and with clients.
- Develop standards, practices, procedures, templates and thought leadership.
- Participate in recruiting and interviewing / candidate selection.
- Develop and mentor staff.
Skills
- Demonstrable M&A execution experience
- Strong knowledge of corporate finance, accounting, and financial statements
- Ability to multitask and manage time effectively
- Adaptable, having the ability to transition between multiple projects / coverage sectors seamlessly
- Outstanding quantitative and qualitative analytical skills and superior written and oral communication skills (ability to relay critical issues to senior professionals concisely)
- Maintain high standards of professionalism and ethical conduct
- Experience with writing financial due diligence reports and constructing detailed financial models
- Highly motivated individuals that demonstrate a commitment to excellence in all tasks performed
- Proficient level of MS Excel and PowerPoint
Experience and Education
Education
- Minimum Bachelor’s degree:
- Bachelor’s in Accounting for Audit or Tax
- Related Business Degree for Consulting
Experience
- 8 years in accounting
- Public accounting preferred
License / Certification
- Certified Public Accountant (“CPA”) designation preferred
- Public accounting or other professional services environment preferred
Legal / Compliance
- Must complete firm wide Non-Compete, Non Solicitation agreements or similar applicable documents
- Must complete acknowledgement of Corporate Policy and Compliance Manual
- Must complete acknowledgement of Employee Manual document
- Must complete acknowledgement of Independence Guidelines and Ethical Standards document
- Government engagements require applying for and receiving a security clearance from the United States government.
For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $140,000 to $215,000.
Salary : $140,000 - $215,000
