Manager Transaction Services

Company: UHY LLP, Certified Public Accountants
Location: Melville
Posted on: June 23, 2022

Job Description:

Position SummaryThe 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 EducationEducation
    • Bachelor's in Accounting
    • Related Business Degree for ConsultingExperience
      • 8+ years in accounting
      • Public accounting preferredLicense / 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