Manager Transaction Services

Company: UHY LLP, Certified Public Accountants
Location: Melville
Posted on: May 10, 2022

Job Description:

Position Summary
The Transaction Services 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 Manager is developing greater leadership skills and continuously taking on greater responsibilities. The 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
Bachelor's in Accounting
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.

Keywords: UHY LLP, Certified Public Accountants, New Haven , Manager Transaction Services, Executive , Melville, Connecticut