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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

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