Transaction Advisory Services Manager (Technology Deals)

  • Company: RSM US LLP
  • Location: San Francisco, California
  • Posted: September 24, 2018
  • Reference ID: req2588

We are seeking a Transaction Advisory Services Manager for our national, award winning M&A practice. This TAS Manager will be responsible for completing financial due diligence on our client’s Software/Technology deals in conjunction with Directors, C-level leadership, and other cross-functional team members.

Responsibilities:

  • Performs (as part of a team) buy and sell-side financial due diligence for software/technology 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 5 years’ experience in an Audit or transaction advisory practice within a national public accounting or consulting firm, those with a mix of audit and corporate M&A development experience will also be considered
  • Experience working on software/technology/SaaS deals
  • Solid understanding of software revenue recognition
  • 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 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

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