Consulting - Director - Transaction Advisory Services
Location:
New York , New York
Posted:
November 20, 2017
Reference:
RSM1218

Consulting Director - Transaction Advisory Services with Financial Services Experience

RSM is seeking a Transaction Advisory Services Director in New York City with Financial Services vertical expertise. The TAS Director 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 8 years experience in a mix of Audit and Transaction Advisory practice within a national public accounting or consulting firm
  • 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 30-40% 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 


A little about us:
The leading provider of audit, tax & consulting services focused on the middle market.

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