Transaction Advisory Director

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

Elliott Davis Advisory LLC's Transaction Advisory Services ("TAS") practice assists clients by providing financial, tax and information technology due diligence, primarily focusing on buy-side and sell-side assistance, to private equity funds, mezzanine funds and strategic buyers. 
  
The Firm is searching for a Transaction Advisory Director who would work remotely within the Firm’s transaction advisory services practice in Chicago, IL.  Prior experience in financial due diligence is necessary for this position, as this person will lead and manage multiple M&A related engagements. The candidate will be an important part of the Firm’s TAS practice and will have responsibility for overseeing and executing many aspects of the financial due diligence process.

Responsibilities
•    Lead buy-side and sell-side transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds and strategic buyers
•    Perform quality of earnings, debt and debt-like, and working capital analysis
•    Understand and evaluate financial and operational trends of target companies
•    Communicate due diligence findings verbally to clients and in a formal written report
•    Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends and indebtedness considerations
•    Ability to lead an engagement and provide real time feedback and guidance to client to ensure timely and efficient product delivery
•    Leading due diligence meetings with target management 
•    Supervise staff and provide performance feedback 
•    Lead and participate in people development and business development efforts
•    Willingness to travel (typically around 25-30%)

Requirements
•    Bachelor’s degree from an accredited college/university
•    Current licensed CPA
•    8+ years of recent audit, transaction advisory or other relevant experience. Prior transaction advisory services experience required 
•    Big 4, National or large regional firm experience preferred
•    Excellent verbal and written communication skills
•    Aptitude towards business development
•    Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project
•    Ability to thrive and adapt in a fast-paced, dynamic environment
•    Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues
•    Ability to manage multiple responsibilities simultaneously (multi-task)
•    Superior client service focus

#LI-EH1

#LI-HYBRID
 

WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: 
•    generous time away and paid firm holidays, including the week between Christmas and New Year’s
•    flexible work schedules
•    16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid  and caregiver leave (once eligible) 
•    first-class health and wellness benefits, including wellness coaching and mental health counseling
•    one-on-one professional coaching
•    Leadership and career development programs
•    access to Beyond:  a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
 

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
•    Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•    Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.