Transaction Advisory Services Manager

RSM is seeking for a Transaction Advisory Services Manager who will work 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 financial 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 an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
  • Supervision / Team Leadership experience
  • 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

Preferred industry experience in one or more of the following: manufacturing, distribution, retail, healthcare, energy, and technology

 


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