Transaction Advisory Services Manager/Senior Manager

Marcum LLP offers a great career with exceptional benefits.

There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

Marcum LLP is seeking aManager/Senior Manager to join our growing and well-established national firm in the Mid-Atlantic region. This position requires an experiencedTransaction Advisory Services professional with strong interpersonal and supervisory skills.

Responsibilities

• Conduct financial advisory due diligence in buy-side and sell-side transactions.
• Review financial information and other data to identify:
• Historical and projected financial, operating and commercials trends.
  • Potential accrual-based adjustments that may be necessary in order for the financials to be in compliance with US GAAP.
  • Quality of earnings adjustments.
  • Working capital and debt and debt-like items considerations.
  • Potential liabilities and risks that will impact the valuation of the company and negotiations between buyer and seller.
• Identify pre- and post-acquisition transaction issues and synergies in the context of financial due diligence.
• Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
• Assist in drafting Excel data books and reports on Quality of Earnings, Working Capital and other transaction related analysis as well as review reports / sections of reports drafted by staff.
• Supervise, develop and evaluate staff.
• Preparing for and leading meetings with company (sell-side transaction) or target (buy-side transaction) management are customary during the due diligence process
• Liaise with other disciplines (tax) working on the diligence projects.
• Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
• Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.

Qualifications

• Bachelor's degree in Accounting, Finance or other relevant discipline.
• 6+ years of relevant work experience in in one of the following (preferably with a national firm): transaction advisory services, financial consulting or other M&A experience.
• CPA or CFA designation is preferred.
• Strong understanding of the M&A process.
• Excellent analytical and problem-solving skills.
• Excellent documentation skills.
• Excellent communication and interpersonal skills.
• Excellent Excel skills.
• Excellent business acumen.
• Ability to work effectively and efficiently under the pressure of transaction deadlines.
• Must be able to travel based on client and business needs (less than 20%).

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Marcum LLP is an Equal Opportunity Employer

Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.