Job Summary
This role is centered on leading both buy-side and sell-side due diligence projects, as well as supervising lender engagements. The successful candidate will prioritize effective project oversight, ensure quality control, manage client expectations, and optimize staff allocation. Additionally, the position involves expanding the practice and client network through business development efforts, maintaining senior-level relationships, delivering presentations, engaging in cross-marketing initiatives, and overseeing the recruitment and growth of team members.
Responsibilities
- Lead due diligence efforts for both buy-side and sell-side transactions.
- Manage lender engagements with a focus on quality and efficiency.
- Oversee project management to meet client expectations and effective staff utilization.
- Expand the business through developing client relationships and marketing initiatives.
- Foster senior-level relationships and deliver impactful presentations.
- Recruit and develop staff to enhance team capability and performance.
Qualifications
- Bachelor’s degree in Accounting, Economics, or Finance; an MBA is preferred.
- A minimum of 12 years of relevant experience in accounting or finance.
- Demonstrated portable book of business and expertise in M&A advisory.
- Experience in financial due diligence, purchase accounting, and negotiation of sale agreements.
- Strong leadership capabilities along with excellent communication skills.
- Proficiency in Microsoft Office applications.
