Manager

Our client, a boutique advisory firm, based in San Francisco is looking to hire a Manager to assist in M&A due diligence and analytics. This role will include financial, data, and profitability analyses. The candidate must be a top performer who excels in communication, technical accounting, and project management.This role is located in San Francisco and is hybrid, 3 days a week in the office.The ideal candidate will have started their career in public accounting and be currently working in an M&A, Transaction Services, or Financial Due Diligence role. Responsibilities:Analyze and review target company financial statements and assess earningsEBITDA validity, cash flows, financial position, and general financial soundness.Manage day-to-day communication and foster strong relationships with junior and senior members of the internal team. Must be an active and vocal member of the team.Routinely work with Excel and create complex and sophisticated Excel deliverables.Work on multiple projects at once; multitask and be willing to jump into new challenges and work. Time management and organization are key.Synthesize data effectively and be able to tell the story in the numbers.Prepare PowerPoint presentations of findings for clients.Requirements:Finance, accounting or economics degree.5+ years of professional-level work experience in audit, financial consulting, or financial due diligenceCandidate must have CPA (inactive status is okay), and other licenses such as CFA andor other advanced degrees are a plus. Strong foundation of financial and quantitative analysis.Strong strategic, analytical, interpersonal, organizational, and communication skills.Dynamic, highly motivated person, who works well as a team member, easily cultivates relationships, and can work independently.Thrives in an environment that is fast-paced, rapidly changing, and customer service-oriented.Produces deliverables that are accurate and timely.Very strong understanding of all financial statements and underlying accounting.Expert user of the Microsoft Office suite; particularly in Powerpoint and Excel (use of advanced functions is a must). Experience with Power BI or Alteryx will also be a factor in our decision making.

Created: 2024-11-06