Transaction Advisory Services Manager Resume Samples
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Transaction Advisory Services Manager Resume Samples
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ZH
Z Hills
Zackary
Hills
30241 Daphney Road
Philadelphia
PA
+1 (555) 344 8071
30241 Daphney Road
Philadelphia
PA
Phone
p
+1 (555) 344 8071
Experience
Experience
Boston, MA
Transaction Advisory Services Manager
Boston, MA
Wiza-O'Connell
Boston, MA
Transaction Advisory Services Manager
- Develop business strategy including services such as growth strategy, market analysis, and portfolio optimization
- Review transaction rationale and/or deal documents to identify critical business issues and risks relating to a proposed transaction
- Use current technology and tools to enhance the effectiveness of services and help document the engagement procedures performed against objectives
- Develop, train and mentor team members at the senior and staff levels
- Commitment to staying at the cutting edge of knowledge in the life sciences industry
- Achievement of or significant progress towards a CFA; ASA/AM designations in machinery and technical specialties
- Proficiency including MS Access, Excel, Word, and PowerPoint
New York, NY
Test-transaction Advisory Services Manager
New York, NY
Dietrich and Sons
New York, NY
Test-transaction Advisory Services Manager
- Provide project and program management assistance to clients and project teams on large projects
- Perform research, financial analysis, modeling and review and synthesize work by others
- Assist clients in their management of multi-disciplinary efforts to advance large-scale projects
- Assist with market tracking and research, business development, proposal writing and creation of marketing materials
- Assist with proposal development efforts and creation of marketing materials
- Contribute to writing and developing key work products, including briefing memoranda, notes, reports, presentations and financial analysis
- Assist clients in the structuring and closing of financing for infrastructure projects and/or procurements, including the development, structuring, and negotiation of contract terms
present
Phoenix, AZ
Transaction Advisory Services Manager M&a Advisory Services
Phoenix, AZ
Hartmann, Crona and Gislason
present
Phoenix, AZ
Transaction Advisory Services Manager M&a Advisory Services
present
- Identify business development opportunities through internal and external client relationships
- Prepare / define the scope of work, clear conflicts, prepare budgets and set staffing plans
- Active involvement in client meetings
- Extensive financial analysis, valuation analysis and pro forma financial modeling
- Solicit prospective investors and buyers for M&A and capital raising mandates
- Identify key issues and potential areas of valuation and transaction risk
- In-depth industrials industry, market and company-specific research
Education
Education
Bachelor’s Degree in Client Satisfaction With
Bachelor’s Degree in Client Satisfaction With
University of Arizona
Bachelor’s Degree in Client Satisfaction With
Skills
Skills
- Excellent project management skills with ability to produce quality work project with an attention to detail
- Strong attention to detail
- Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally
- Knowledge of IFRS desirable
- Solid knowledge of technical accounting areas such as US GAAP and SEC reporting
- The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
- Ability to provide sound guidance to team members to ensure the completion of work deliverables.
- Strong financial modeling skills and the ability to create financial models based on clients strategic financial business plans.
- Ability to maintain the highly confidential nature of information
- The ability to make detailed assessments of technology, operations or manufacturing infrastructure
5 Transaction Advisory Services Manager resume templates
Read our complete resume writing guides
1
Transaction Advisory Services Manager Resume Examples & Samples
- A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 3 years of related work experience
- Certification as a CPA, Enrolled Agent or Attorney required
- A minimum of 4 years of relevant tax experience (M&A tax due diligence, deal structuring, and post acquisition planning experience preferred)
2
Transaction Advisory Services Manager Resume Examples & Samples
- Develop business strategy including services such as growth strategy, market analysis, and portfolio optimization
- Review transaction rationale and/or deal documents to identify critical business issues and risks relating to a proposed transaction
- Assist in defining the objective and scope of commercial advisory services engagement and client deliverables in consultation with the engagement manager and appropriate partner
- Support the project from initial data collection and analysis to creating final client deliverables that meet the highest industry and EY quality standards
- Maintain relationships with client personnel at appropriate levels and other EY TAS teams on the engagement
- Effectively support and motivate teams with diverse skills and backgrounds, while staying abreast of current business and industry trends relevant to the client's business
- Use current technology and tools to enhance the effectiveness of services and help document the engagement procedures performed against objectives
- Develop, train and mentor team members at the senior and staff levels
- A bachelor's degree in a life sciences discipline with a strong background in strategy and finance and at least 5 years of related work experience; or a graduate degree and at least 4 years of related work experience
- Experience in managing business strategy and M&A strategic diligence projects in life sciences in complex business environments
- Mergers and acquisitions experience in a consulting environment working with life sciences industry clients
- Ability to make detailed assessments of industry, products, markets, competitors and customers to identify risks and opportunities in pharmaceuticals, diagnostics, device or life sciences tools
- Strong aptitude for quantitative and qualitative analysis and the ability to link business strategy to performance
- Commitment to staying at the cutting edge of knowledge in the life sciences industry
- Willingness and ability to travel, when necessary (approximately 25%)
3
Transaction Advisory Services Manager Resume Examples & Samples
- Experience with a venture capital, investment banking, commercial banking, or national valuation firm or experience in the valuation practice of an accounting firm preferred
- Achievement of or significant progress towards a CFA; ASA/AM designations in machinery and technical specialties
- Excellent analytical, project management, communication, teamwork and interpersonal skills
- Proficiency including MS Access, Excel, Word, and PowerPoint
4
Transaction Advisory Services Manager Resume Examples & Samples
- Manage and participate in multiple transaction real estate engagements including real estate appraisal and appraisal reviews, financial analyses, cash flow modeling, analytical model reviews, loan portfolio underwriting, market due diligence, asset valuations, and other general real estate advisory services
- Engagements include a variety of property types including multi-family residential, office, retail, hotel, warehouse, industrial, mixed-use, infrastructure, hospitality, and special-use properties
- Specific responsibilities will include financial and cash flow modeling, market research, real estate documents analysis (including site/building plans, leases, appraisals, and mortgage underwriting/lending documents), market studies, and report writing.Strong understanding of the client's industry and ability to recognize key performance drivers, business trends, and emerging technical and industry developments
- Participate in business development and marketing pursuit opportunities
- Manage and develop team members at the Senior and Staff levels
- A bachelor’s degree or graduate degree in real estate, finance, accounting, hospitality and/or other relevant academic major and at least 5 years of related work experience
- Hospitality experience is a plus
- Experience in commercial real estate, acquisition due diligence, real estate valuation, loan underwriting, asset management, finance, or market research
- Professional accreditation or progress towards real estate valuation licenses or designations (MAI, CFA or ASA) is a plus
- Demonstrated leadership experience and ability to lead multiple teams
5
Transaction Advisory Services Manager Resume Examples & Samples
- Manage intangible business valuations for management planning; mergers and acquisitions (M&A); financial reporting; tax and regulatory compliance; restructuring and reorganization; and corporate strategy
- Assume a leadership role in report generation and detailed financial modeling
- Supervise, develop and mentor professionals at the Staff and Senior level
- Identify business development opportunities and assist Partners and Senior Managers on proposals and new business opportunities
- Demonstrate teamwork and responsibility with engagement team members
- A bachelor's degree in finance, economics, accounting or business and at least 5 years of related intangible valuation work experience; or a graduate degree and at least 4 years of related work experience
- At least 4 years of direct experience utilizing Valuation techniques and methodologies (Purchase Price Allocations (PPA), Discounted Cash Flow (DCF), Income Approach, Market Comparables, etc) within a business valuation firm or practice or in venture capital, investment banking, commercial banking, financial research, national valuation firm or experience in a corporate finance role for an organization, preferably for M&A activities; of which 3 years should be PPA experience
- Strong financial modeling skills including experience building models from scratch
- Achievement of or significant progress towards a CFA; ASA/AM designations are a plus with the expectation of one completed designation within a given timeframe
- Ability to manage project expenditures against budget and revenue, and provide sound guidance to team members to confirm the completion of work deliverables
- Excellent analytical, project management, communication, interpersonal, and teaming skills
- Willingness and ability to travel, as necessary
6
Transaction Advisory Services Manager Resume Examples & Samples
- Manage and participate in multiple engagements including financial analyses, cash flow modeling, business plan assessments, market due diligence, asset valuations, real estate appraisals and appraisal reviews, and other general real estate advisory services
- Engagements include a variety of property types including multi-family residential, office, retail, hotel, industrial, mixed-use, infrastructure, hospitality, and special-use properties
- Specific responsibilities will include financial and cash flow modeling, market research, real estate documents analysis (including site/building plans, leases, appraisals, and mortgage underwriting/lending documents), market studies, and report writing. Strong understanding of the client's industry and ability to recognize key performance drivers, business trends, and emerging technical and industry developments
- Opportunity to work on cross-border engagements in Latin America & the Caribbean
- Fluency in Spanish a strong plus
7
Transaction Advisory Services Manager Resume Examples & Samples
- Manage client engagement teams executing Private Equity Value Creation which support key decision makers in developing and executing their transaction strategy to secure deal value
- Demonstrate a comprehensive understanding of all phases and aspects of methodology across different types of transactions such as integrations, carve-outs, joint ventures, and stand alone
- Ability to work with Senior Management of companies with revenues of $500 million to $5 Billion
- Demonstrate strong transaction knowledge in a particular industry (e.g., manufacturing, life sciences, consumer product goods, industrial products, technology, retail, etc.) as well as depth in a particular functional area: e.g., Pricing, Sales & Marketing, Information Technology, Supply Chain, and Finance
- Demonstrate excellent skills in project execution, including synergy assessment, project management, problem-solving, and facilitation
- Assist in identifying risks and issues related to various stages of transactions (integration, carve-out, stand-alone), timelines, and functional areas
- Develop excellent client relationships at the appropriate client level and be responsible for a high degree of client satisfaction with the engagement process and work products
- Lead business development activities including preparing presentations and attending pursuit meetings with clients to help sell work
- Be responsible for fostering an open and inclusive work environment
- Experience related to mergers and/or acquisitions, spin and carve-outs
- Knowledge and understanding of the PE deal model and how to manage the Profit/Loss and Balance Sheet
- Excellent problem solving, project management, facilitation, and interpersonal skills
- Proficiency in storyboarding and PowerPoint skills
- Ability to operate fairly independently, manage large teams, and take initiative
8
Transaction Advisory Services Manager Resume Examples & Samples
- A degree in finance, economics, accounting or business with demonstrated aptitude in quantitative and qualitative analysis
- Approximately 4 years of direct experience utilizing Valuation techniques and methodologies (Purchase Price Allocations (PPA), Discounted Cash Flow (DCF), Income Approach, Market Comparables, etc) within a business valuation firm or practice or in venture capital, investment banking, commercial banking, financial research, national valuation firm or experience in a corporate finance role for an organization, preferably for M&A activities; of which 3 years should be PPA experience
- The ability to manage project expenditures against budget and revenue, and provide sound guidance to team members to confirm the completion of work deliverables
9
Transaction Advisory Services Manager Resume Examples & Samples
- Manage and participate in multiple transaction real estate engagements including financial analyses, cash flow modeling, analytical model reviews, loan portfolio underwriting, market due diligence, asset valuations, real estate appraisals and appraisal reviews, and other general real estate advisory services
- Specific responsibilities will include financial and cash flow modeling, market information research, real estate documents analysis (including site/building plans, leases, appraisals, and mortgage underwriting/lending documents), market studies, and report writing
- A bachelor's degree in real estate (preferred), accounting, finance or business and at least 5 years of related work experience; or a master's degree and at least 4 years of related work experience
10
Transaction Advisory Services Manager Resume Examples & Samples
- 5+ years of Accounting related experience; 2+ years of experience in the Transaction Advisory Services group of a national or large regional Accounting or Consulting firm
- Experience in leading due diligence assignments including developing work plans, planning and execution of work, supervising staff, coordinating with other internal and external service providers and presenting the report to clients
- Previous experience with Audits (Financial), Financial Statement Preparation, GAAP, Mergers and Acquisitions, and Valuations
11
Transaction Advisory Services Manager Resume Examples & Samples
- 5+ years of prior TAS experience
- 4-5 years of public accounting experience
- Prior experience interacting and working directly with C-level personnel
- Current or prior Big 4 experience
- Experience within an audit role
12
Transaction Advisory Services Manager Resume Examples & Samples
- Manage, develop and review financial models for purposes including strategic planning; mergers and acquisitions; investment appraisal; financial accounting and tax planning
- Identify issueas and propose strategies related to the procedures executed
- Supervise, develop and mentor engagement team members at the Staff and Senior level
- CFA or CPA preferred
13
Transaction Advisory Services Manager Resume Examples & Samples
- Due diligence
- Business planning
- Plan, prepare and review written reports and presentations
14
Transaction Advisory Services Manager Resume Examples & Samples
- 6+ years of experience in Public Accounting or related field
- Bachelor’s Degree required in Accounting, Taxation or related field
- CPA or equivalent certification
- Due diligence experience at a National or Regional Accounting and/or major Consulting firm
15
Transaction Advisory Services Manager Valuation Business Modeling Share Point Resume Examples & Samples
- A degree in business, finance, or accounting with demonstrated aptitude in quantitative and qualitative analysis
- Strong financial modeling skills; the ability to create robust and flexible financial models based on client’s financial and operational information
- Excellent analytical, communication, organizational, interpersonal, and teaming skills
- Ability to provide best practice financial modeling guidance to team members to ensure the completion of work deliverables at the highest level of quality
- Superior skills in MS Excel with additional experience in one or more of the following preferred: MS Access; SQL Server; Data Visualization applications (e.g. Tableau, MS Powerview); Statistical packages (e.g. MATLAB, SPSS); VBA; C#
- General PC proficiency including Word, and PowerPoint
16
Transaction Advisory Services Manager Valuation Business Modeling Share Point Atl Resume Examples & Samples
- Strong technical skills; the ability to create robust and flexible tools and reports based on client’s operational and financial information
- Ability to provide sound guidance to team members to ensure the completion of work deliverables
- General PC proficiency including Word, Excel and PowerPoint
17
Transaction Advisory Services Manager Resume Examples & Samples
- Manage and participate in multiple transaction real estate engagements including financial due diligence and analyses, cash flow modeling, analytical model reviews, loan portfolio underwriting, market due diligence, asset valuations, real estate appraisal reviews, and other general real estate advisory services
- Interface directly with clients and executive management teams within EY
- Manage and develop junior analyst team members
- A bachelor's degree in accounting (preferred), finance, real estate or economics and at least 5 years of related work experience; or an MBA and at least 4 years of related work experience
- Experience in commercial real estate, M&A financial due diligence, acquisition due diligence, real estate valuation, loan underwriting, asset management, and/or finance
- Professional accreditation such as the CPA, CFA or ASA preferred
- Some travel required; willingness and ability to travel, when necessary
18
Transaction Advisory Services Manager M&a Advisory Services Resume Examples & Samples
- A minimum of 4 years of experience working with clients in the (insert industry) industry
- A minimum of 4 years of investment banking experience
- Extremely strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment
- Extremely strong written and verbal communication skills
- Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization
- A willingness and ability to travel as necessary – up to 30%
- Demonstrated proficiency in MS Office, including Excel, Word and PowerPoint
19
Transaction Advisory Services Manager Resume Examples & Samples
- Manage and participate in advisory engagements involving analysis of hospitality companies and proposed projects, including market, financial, operational and investment analyses; acquisition/development due diligence; strategy design; and tourism planning, market and feasibility studies
- Collaborate to create a plan for determining strategies and accomplishing objectives
- Understand the client's industry and recognize key performance drivers, business trends, and emerging technical and industry developments
- Manage and develop a team of more junior professionals
20
Transaction Advisory Services Manager Resume Examples & Samples
- A bachelor’s degree in real estate, accounting, finance or business
- A relevant advanced degree a plus, as is professional accreditation such as the MAI, CPA, and the ASA
- A minimum of 5 years of work experience in the real estate field
- Demonstrated supervisory experience and ability to lead multiple teams
- Advanced Excel, Visual Basic, and Word abilities
- Experience using Argus and Access
21
Transaction Advisory Services Manager Resume Examples & Samples
- Demonstrate a comprehensive understanding of integrations, divestitures, carve-outs, and other types of transaction engagements
- Assist in business development activities including preparing presentations and attending pursuit meetings with clients to help sell work
- Supervise, coach, and mentor team members at the senior and staff levels
- A bachelor's degree in business, accounting, finance, engineering, computer science or related field and at least 5 years of related work experience; or a graduate degree and at least 4 years of related work experience
- Experience related to mergers and/or acquisitions transactions
- Experience in business integrations, divestitures, and/or carve-outs with a demonstrated aptitude for quantitative and qualitative analysis
- Experience in a consulting environment working with financial services clients, including banking, capital markets, asset management and/or insurance companies
- Ability to synthesize approaches to complex integration/divestiture conflicts
22
Transaction Advisory Services Manager Resume Examples & Samples
- Manage and participate in multiple transaction real estate engagements including financial analyses, cash flow modelling, analytical model reviews, loan portfolio underwriting, market due diligence, asset valuations, real estate appraisals and appraisal reviews, and other general real estate advisory services
- Specific responsibilities will include financial and cash flow modelling, market information research, real estate documents analysis (including site/building plans, leases, appraisals, and mortgage underwriting/lending documents), market studies, and report writing
- Advanced Excel and financial modelling expertise. Argus, Access and Visual Basic experience strongly desired
23
Transaction Advisory Services Manager Resume Examples & Samples
- Serve as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursue
- Identify and analyze tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses
- Assist in reviewing and analyzing merger agreements and providing opinion letters
- Review, assess, and advise clients regarding the tax computations reflected in their financial models, and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
- Provide guidance and mentorship to staff and senior level engagement team members
- A bachelor's degree and 5 years of related work experience; or a graduate degree and 4 years of related work experience
- M&A tax due diligence, deal structuring, and post acquisition planning experience preferred
- Strong writing, research, analytical, communication and presentation skills
24
Transaction Advisory Services Manager Resume Examples & Samples
- A bachelor's degree with at least 8 years of related work experience
- A relevant degree (Real Estate, Building Management, Engineering) and/or professional accreditation such as the RICS will be a plus
- Additional experience in acquisition due diligence, real estate valuation, asset management, finance, or market research will be advantageous
- Demonstrated project management, supervisory, business development, and people development experience
- Able to work with a cross cultural and diverse team
- Experienced with strong analytical skills
- Successful candidate must also be willing and able to travel, when necessary
25
Transaction Advisory Services Manager Resume Examples & Samples
- Strategy assessment
- Market entry strategy and opportunity sizing
- Divestment options analysis
26
Transaction Advisory Services Manager Resume Examples & Samples
- Demonstrate a comprehensive understanding of integrations, carve-outs, and other types of transaction engagements
- Develop excellent client relationships at the appropriate client level and be responsible for a high degree of client satisfaction with the engagement process and work products. Assist in business development activities including preparing presentations and attending pursuit meetings with clients to help sell work
- 5-10 years’ experience in similar teams (Transaction Advisory Services or Advisory Services)
- Strong business acumen and appreciates complex analytical work
- Ability to showcase projects/work in strategic planning and delivery
27
Transaction Advisory Services Manager Resume Examples & Samples
- Provide commercial and financial advice to clients and supervision of advanced financial modelling
- Development and active management of the client relationship, internal network and market relationships
- Coordinating, leading and delivering detailed proposals and other Business Development material
- Coordinating and managing a client engagement, including billing, WIP and fee negotiations with clients, engagement quality and risk management
- Providing mentoring, coaching and support to junior team members
- Proven ability to independently lead junior staff and deliver quality pieces of work on client engagements, whilst developing client relationships effectively
- Strong commercial acumen, financial modelling and general communication skills as well as knowledge of economic or social infrastructure procurement and delivery
28
Transaction Advisory Services Manager Resume Examples & Samples
- Develop, train and mentor team members at the Senior and Staff levels
- A bachelor’s degree or graduate degree in real estate, finance, economics, accounting, hospitality and/or other appropriate academic major
- Minimum of 5 years of relevant hospitality industry experience working in a professional services environment, or particular hospitality business/ industry experience to meet special needs
- Strong quantitative, written, verbal, and presentation skills
- Strong analytical/quantitative skills (cash flow modeling experience)
- Excellent teamwork and leadership skills
29
Transaction Advisory Services Manager Resume Examples & Samples
- Participate on client engagement teams executing Working Capital services and work with key management and Private Equity stakeholders to identify sustainable improvements in a business working capital practices
- Assess a business' current working capital policies and procedures; identify root causes that have resulted in current working capital position and develop recommendations to provide management to achieve identified working capital improvements
- Synthesize complex Working Capital and business issues, form initial hypothesis and identify the data required to confirm hypothesis
- Present solutions, issues and findings in both a concise written and oral format
- Effectively motivate teams with diverse skills and backgrounds
- Successfully support and participate in the sales process and secure additional services or add on projects
- Demonstrate effective delegation, ability to influence and direct team members
- Demonstrate an enthusiastic and flexible approach, ability to work closely with the team, and provide support to colleagues at all levels
- A bachelor's degree and at least 5 years of related work experience; or a master's degree and at least 4 years of related work experience
- Experience in delivering successful Working Capital work products
- Certified Public Account (CPA) certification a plus
30
Transaction Advisory Services Manager Resume Examples & Samples
- Manage fixed asset business valuations for management planning, mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganization, and corporate strategy
- Serve as a member of multiple client engagement teams
- Develop, train and mentor engagement team members at the Senior and Staff level
- A bachelor's degree in engineering (preferred), business, finance or accounting and at least 5 years of related work experience; or a graduate degree and at least 4 years of related work experience
- Experience in the valuation practice of an accounting or national valuation firm, or related experienced in a venture capital, investment banking, commercial banking firm preferred
31
Transaction Advisory Services Manager Resume Examples & Samples
- Reviewing company’s financial status, preparing pre-liquidation forecast and prognosis of cash flow requirements
- Preparing comprehensive financial reviews of company’soperations for the intention of securing investors, disposing and recovering of assets
- 5 years and above professional audit experience, preferably with previous corporate restructuring exposure
32
Transaction Advisory Services Manager Resume Examples & Samples
- Manage and participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers. Analyze financial/operational results of targets through reviewing accounting records and conducting interviews with management. Prepare/evaluate pro forma financial information
- Review the work of Staff and Senior employees
- Conduct timely performance reviews for Staff and Senior employees and help to develop and guide staff and other junior Transaction Support professionals by providing effective performance feedback/training and ensuring team responsibilities are consistent with skills and developmental goals. Lead by example
- Generate new business opportunities. Identify business development opportunities and assist Partners and Senior Managers on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the target company
33
Transaction Advisory Services Manager Resume Examples & Samples
- Managing a team of 1-2 junior professionals; and,
- Managing business valuation engagements for M&A, and financial reporting
- Financial modeling including experience building models in MS Excel and related software; and,
- Working with clients in the Asset Management industry, of which experience must include investment banking experience
34
Transaction Advisory Services Manager Resume Examples & Samples
- Undertake and manage real estate valuations for acquisition, financial reporting and mortgage finance purposes
- Vendor and acquisition due diligence for clients disposing or acquiring real estate assets or portfolios of assets
- Assist in the management of real estate transactions including contributing to pitches, production of information memorandums, liaising with vendors / bidders and bid analysis and evaluation
- Real estate cash flow modelling for income producing and development assets in addition to analytic model reviews
- Market research and trend analysis
- A bachelor’s degree or Masters in a Property or Real Estate Valuations course
- Professional accreditation such a CPV of the API or RICS
- Experience using Argus Enterprise, Estate Master or other financial modelling program
- A minimum of 4 years of work experience in the real estate field
35
Transaction Advisory Services Manager Resume Examples & Samples
- Undertake and manage real estate valuations of healthcare and retirement living assets for acquisition, financial reporting and mortgage finance purposes
- Vendor and acquisition due diligence for clients disposing or acquiring healthcare and retirement living assets or portfolios of assets
- Assist in the management of healthcare and retirement living real estate transactions including contributing to pitches, production of information memorandums, liaising with vendors / bidders and bid analysis and evaluation
- Cash flow modelling of healthcare and retirement living assets for income producing and development assets in addition to analytic model reviews
- Professional accreditation such as CPV of the API or RICS
- Experience using Estate Master or other financial modelling programs
- A minimum of 4 years of work experience in the real estate field, preferably with at least 1 year healthcare and retirement living real estate related
36
Transaction Advisory Services Manager Resume Examples & Samples
- Undertake and manage real estate advisory assignments relating to transactions of Government held land or policy around land ownership
- Assist in the preparation of real estate options analysis
- Assist in the preparation of tenders to government department for new work
- Real estate cash flow modelling for income producing and development assets in addition to analytic model reviews from a government ownership perspective
- Market research and trend analysis to inform decision making and recommendations
- A bachelor’s degree or Masters in a Property, Economics or Real Estate Valuations course
- Professional accreditation such a CPV of the API or RICS would be an advantage
- Advanced Excel and Word abilities
- A minimum of 4 years of work experience in the real estate field, the Government sector or a relevant role with a private consulting firm
37
Transaction Advisory Services Manager Resume Examples & Samples
- Demonstrate quality project execution and delivery by successfully monitoring project/program team economics, performance against the job arrangement and budget, and proactively adjust scope, timing, and resources as appropriate and if necessary
- Team with client finance and operational professionals to design and implement solutions. Lead and collaborate to plan engagement objectives and a strategy that addresses client needs. Manage expectations of service delivery; monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Identify issues and propose both strategies and technical approaches
- Build internal and external awareness of data analytics capabilities and develop relationships with market and service leaders. Help define and drive go-to-market activities for data analytics focused in the transaction, capital allocation and the corporate finance function (including but not limited to offering definition and development, sales enablement, scoping of client engagements, Statement of Work creation and technology selection)
- Maintain and develop positive, productive and professional relationships with clients. Generate new business opportunities by thoroughly understanding EY and its service lines and actively assessing and presenting ways to apply knowledge and services
- Develop people by encouraging individuals to think for themselves and take responsibility for their contributions to the team. Provide constructive on-the-job feedback/training. Foster an innovative and team-oriented work environment. Commit to developing knowledge, continue to learn and share knowledge with clients and team members
- Stay abreast of current business and economic developments relevant to the client's business, and act as a leader in adopting new tools and techniques use current technology and tools to enhance the effectiveness of services provided
- Demonstrated track record of helping clients
38
Transaction Advisory Services Manager Resume Examples & Samples
- Analyze financial and operational results of targets through reviewing accounting records and conducting interviews with management
- Prepare and evaluate pro forma financial information
- Identify issues for purchase price reductions, deal structuring or deal termination
- Evaluate effects of seasonality and cyclicality on cash flow requirements
- Understand transactions from both a buy side and sell side perspective
- Correlate financial due diligence (audit) findings with client valuations
- Use technology to continually develop knowledge and enhance EY service delivery
- Develop long-term relationships and networks within transaction audit and other areas
- An active Certified Public Accountant (CPA) certification or equivalent
- A minimum of 5 years’ public accounting experience (experience related to mergers and/or acquisitions transactions preferred)
- Dedication to teamwork and leadership
- The successful candidate must be willing and able to travel up to 40% on short notice
39
Tas-transaction Advisory Services, Manager Resume Examples & Samples
- Bachelor's degree in Finance, Accounting, Economics, Engineering or any business related fields
- Approximately 7 – 9 years of related work experience
- Experiences relevant to M&A, restructuring, financial due diligence, financial modeling or market entry strategy in a professional service or consulting firm environment, with at least 1 – 2 years in management level are desirable
- Effective written and verbal communication skills in Both Thai and English
- Strong leadership skills with an ability to motivate and coach team members
40
Transaction Advisory Services Manager Resume Examples & Samples
- A commitment to be key member of an entrepreneurial team focused on growing our healthcare M&A business via new channels and against existing competitors
- Experience in M&A integrations, divestitures, and/or carve-outs, with a demonstrated aptitude for quantitative and qualitative analysis
- A dedication to teamwork, with a track record of leadership and participation on successful teams
41
Transaction Advisory Services Manager Resume Examples & Samples
- Estimated travel of 4-6 nights per month, generally with one week advance notice
- Act as lead on Quality of Earnings, P&L and Working Capital analysis
- Regularly communicate with client as to engagement issues (e.g., billing, status updates, scope changes) including preparation of scope of procedures, request lists, etc
- Possess the ability to review and critique project databooks prepared by team members
42
Transaction Advisory Services Manager Resume Examples & Samples
- More than 5 (five) years of prior TAS experience required
- An additional four (4) or more years of public accounting experience, required, preferably within an audit role
- Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
- Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions to benefit the buyer
- Solid knowledge of technical accounting areas such as US GAAP and SEC reporting
- Knowledge of IFRS desirable
43
Transaction Advisory Services Manager Resume Examples & Samples
- 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, working capital and quality of net assets analysis
- Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends and indebtedness considerations
- Lead and participate in people development and business development efforts
- A minimum of five years of progressive supervisory experience with accounting, advisory, financial audit, or transaction experience. Prior transaction advisory services experience required
- Big 4, National or large regional firm experience preferred
- 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)
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Transaction Advisory Services Manager Resume Examples & Samples
- Bachelor’s Degree in Accounting or Finance
- Preferred Certifications: CPA
- 6 years or more experience in an audit, transaction advisory services practice, investment banking or corporate finance services related field
- Solid working knowledge of US GAAP, transaction advisory services, investment banking and/or mergers and acquisitions
- Frequent travel throughout the region, with approximately 50% - 75% overnight travel
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Transaction Advisory Services Manager Resume Examples & Samples
- Provide tax advice to the firm's TAS clients and other tax professionals located in various EY offices as part of a client service team
- Advise on U.S. federal income tax implications of taxable and nontaxable mergers, stock and asset acquisitions, divestitures, restructurings, post-merger integrations, and internal corporate reorganizations for domestic and multi-national corporations
- Conduct tax legal research
- Deliver internal and external presentations and participate in firm sponsored tax courses (as both presenter and student)
- Provide guidance and mentorship to staff and senior level team members
- A bachelor's degree and at least 5 years of related work experience; or a graduate degree and at least 4 years of related tax experience. Government experience preferred
- A master’s degree in accounting or JD/LLM preferred
- Certification as a CPA or attorney required
- Strong writing, research, and analytical skills
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Test-transaction Advisory Services Manager Resume Examples & Samples
- A bachelor’s degree and at least five years of related work experience, or a graduate degree and at least four years of related work experience
- Experience structuring infrastructure financing transactions and/or procurements and the commercial aspects of the associated documentation
- Proven quantitative analytical capabilities; ability to build market-accepted financial models is preferred
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Hcmc Transaction Advisory Services Manager Resume Examples & Samples
- Manage and participate in due diligence engagements related to acquisitions by strategic corporate buyers and or private equity investor groups. Analyze financial/operational results of targets from a variety of industries, through reviewing accounting records and conducting interviews with management. Prepare/evaluate pro forma financial information
- Identify issues for purchase price considerations, deal structuring or deal termination. Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements. Evaluate effects of seasonality and cyclicality on cash flow requirements. Perform industry and company research. Correlate due diligence findings with client valuations. Manage expectations of service
- Review the work of staff and senior employees
- Conduct timely performance reviews for staff and senior employees and help to develop and guide staff and other junior Transaction Support professionals by providing effective performance feedback/training and ensuring team responsibilities are consistent with skills and development of goals. Lead by example
- Generate new business opportunities. Identify business development opportunities and assist Partners/ Executive Director and Senior Managers on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the Target company
- A bachelor’s degree in Accounting, Business or Finance is preferred and approximately 5+ years of related work experience
- Experience consisting of a total of at least 3+ years of relevant external audit experience in public accounting firms and/or mergers and acquisitions transaction experience, of which at least 18 months are relevant external audit experience in a public accounting firm
- Vietnam CPA certification or foreign equivalents (CPA Australia, etc.)
- Strong current knowledge of Vietnamese Accounting Standards and basic knowledge of IFRS
- Strong and effective English written and verbal communication skills
- A strong work initiative and ability to adapt to new challenges and ideas
- The candidate must also be willing to travel, when necessary
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Transaction Advisory Services Manager Resume Examples & Samples
- Bachelor's degree in accounting, finance or related area required; Masters preferred
- Three to five years of experience in one of the following areas with a public accounting firm: accounting, advisory, financial audit, or transaction experience (experience related to mergers and acquisitions or due diligence preferred)
- CPA license or CPA eligible preferred
- Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services
- Ability to independently manage multiple projects and act autonomously while being a team player. Capable of independently performing research of industries, markets, economies, etc
- Proficiency with Microsoft Office, primarily Excel
- Willingness and ability to travel when necessary (travel approximately 40%)
- Participate in due diligence engagements related to acquisitions and divestures by private equity investors and corporate buyers and sellers
- Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
- Identify issues for purchase price adjustment consideration, deal structuring or deal termination
- Ability to manage, train and coach staff
- Perform industry and company research. Correlate due diligence findings with client valuations and manage expectations of service
- Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors
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Transaction Advisory Services Manager Resume Examples & Samples
- Execute valuations for management planning; mergers and acquisitions (M&A); financial reporting; tax and regulatory compliance; restructuring and reorganization; and corporate strategy purposes for a variety of clients in the healthcare sector
- A bachelor's degree in finance, economics, accounting or business and at least 5 years of related business valuation work experience in the healthcare (or life sciences) sectors; or a graduate degree and at least 4 years of related work experience
- At least 4 years of direct professional experience at a business valuation firm or practice or in venture capital, investment banking, commercial banking, financial research, national valuation firm or experience in a corporate finance role for an organization, preferably for M&A activities; of which at least 3 years should be in the healthcare sector
- An in-depth understanding of financial valuation theory, methodologies, and applications
- Strong knowledge of the US healthcare sector including current trends, regulatory environment, reimbursement system and business models prevalent in the sector
- Experience conducting fair market value analyses of healthcare businesses, compensation, and various services agreements for management planning and regulatory compliance purposes, and/or experience with fair market value analyses of pharmaceutical distribution agreements highly desired
- Track record of managing multiple engagements simultaneously
- Strong analytical abilities,
- Demonstrated ability to work cooperatively with team members
- Ability to manage projects profitably
- Ernst & Young LLP, an equal employment opportunity employer (Females/Minorities/Protected Veterans/Disabled), values the diversity of our workforce and the knowledge of our people
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Transaction Advisory Services Manager Resume Examples & Samples
- Manage and participate in due diligence engagements related to acquisitions and dispositions of real estate and hospitality platforms by our clients including REITs, Hospitality companies, private equity funds, sovereign wealth funds and other foreign investors. Analyze financial/operational results of Target’s by reviewing audited financial statements & accounting records and conducting interviews with Target management. Prepare/evaluate pro forma financial information
- Oversee the financial due diligence process with a key focus on quality of financial information, quality of earnings, analyzing debt and debt-like items and analyzing working capital over multi-year time periods. Review the Target’s audit workpapers when deemed relevant to the transaction
- Identify issues for purchase price reductions, deal structuring or deal termination. Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements. Evaluate effects of seasonality and cyclicality on cash flow requirements. Perform real estate industry and company research. Correlate due diligence findings with client valuations. Manage expectations of service
- Lead and coordinate cross disciplined teams comprised of TRE and other transaction professionals (i.e., Tax, Valuation, IT, HR) on client projects
- Work directly with engagement executives including Partners, Senior Managers and subject matter experts at EY, as well as executives at the client and the Target
- Team with TRE and other Transaction Advisory Service (TAS) professionals at EY on market / commercial diligence
- Supervise Staff and Seniors and help develop and guide these professionals by providing effective performance feedback/training and ensuring team responsibilities are consistent with skills and developmental goals. Lead by example
- Participate in an entrepreneurial environment while delivering value added advice to clients and contributing ideas to generate new business opportunities, while working with Partners and Senior Managers in the pursuit process. Building client relationships, demonstrating transaction knowledge that is relevant to market participants
- A bachelor's degree and approximately 5+ years of related work experience; or a graduate degree and approximately 4 years of related work experience
- A degree in accounting is preferred or alternatively a finance or other business discipline maybe considered if supplemented with relevant audit/accounting experience
- 5+ years of experience consisting of some combination of at least 1.5+ years of experience in the financial due diligence Transaction Support practice of another Big 4 or national public accounting firm, as well as 3+ years of relevant external audit or other accounting experience
- Real estate and/or hospitality experience would be a plus but are not required as long as the candidate demonstrates an interest in working on transactions in the real estate & hospitality industries
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Transaction Advisory Services Manager Resume Examples & Samples
- Participate in an entrepreneurial environment while delivering value added advice to clients and contributing ideas to generate new business opportunities, while working with Partners and Senior Managers in the pursuit process. Building client relationships, demonstrating real estate and transaction knowledge that is relevant to market participants
- A degree in accounting is preferred or alternatively a finance or other business discipline maybe considered
- Real estate experience / knowledge or a strong interest in the real estate industry
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Transaction Advisory Services Manager Resume Examples & Samples
- Manage and supervise a team of modeling professionals through all phases of the model build lifecycle, including requirements definition, design, development, testing and post delivery support. Demonstrate high levels of technical and professional knowledge and quickly assimilate new knowledge
- Team with client finance and operational professionals to design and implement solutions. Lead and collaborate to plan engagement objectives and a strategy that addresses client needs. Manage expectations of service delivery; monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. . Identify issues and propose both strategies and technical approaches
- Build internal and external awareness of capabilities and develop relationships with market and service leaders. Manage engagements in a rigorous, time sensitive environment and deliver high-quality solutions through the management of cross functional teams and remote resources
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Transaction Advisory Services Manager Resume Examples & Samples
- Analyse financial and other information in relation to clients and industries
- Liaise with clients regarding business performance and prospects to identify key value drivers
- Manage and develop junior staff in the team
- Take responsibility for executing client projects
- Develop and review valuation models for businesses and intangible assets
- Prepare and review written reports and presentations outlining our valuation findings
- Strong numerical and analytical skills and a sound grasp of financial accounting. CA or equivalent qualification would be advantageous
- Technical proficiency in the application of different valuation methodologies
- Good interpersonal and client relationship skills and ability to build internal and external networks
- Strong Excel and financial modelling skills
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Transaction Advisory Services Manager Resume Examples & Samples
- Identify opportunities for portfolio optimization, cost savings and improved ROI
- Support clients in determining requirements for real estate that align with business plans
- Analyze and make recommendations with respect to strategic dispositions, investment and market opportunities, hold versus sell analysis, feasibility studies, asset review and market studies, highest and best use analysis, acquisition and advice analysis and valuations for sale/leaseback purposes
- Develop multiple practical options supported by strong business cases that optimize NPV and enhance personal productivity and innovation
- Assess occupancy and vacancy to further identify opportunities to streamline clients’ real estate portfolios
- Analyze inputs from the client’s strategic planning process business plans (business requirements, costs, facility information, cap-ex requirements, forecasts, occupancy data, lease and market data)
- Provide oversight to the client various functions involved in the occupancy planning and portfolio planning processes to ensure decisions are made and progress is achieved
- Integrate other overarching strategies related to workplace, sustainability, labor and finance to govern the portfolio and set a foundation for city master plans and individual asset strategies
- Support the creation of portfolio-related governance, processes and tools for our client assignments
- Conduct demographic, business geography and site selection analysis, related to labor, network and customers (partner with another EY practice focused on incentives negotiation)
- Create execution plans
- Oversee execution of RE portfolio plans (may include RE broker oversight and coordination)
- A bachelor's degree in accounting, finance or business and at least 5 years of related work experience; or a master's degree and at least 4 years of related work experience
- Previous experience with leading a regionally distributed team
- Technology-savvy skills, with some experience in portfolio modeling software
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Transaction Advisory Services Manager Resume Examples & Samples
- Leading workstreams and delivering Operational Transaction Services to clients with an IT expertise. Develop experience of a range of different type of engagements, including pre-deal (e.g. IT due diligence and carve-out planning), post-deal (e.g integration planning, tracking) and restructuring (e.g. rapid cost reduction)
- Lead (multiple) assignments and help develop the team's intellectual capital
- Spearhead marketing efforts and build strong relationships with high profile clients
- Leading key client decision makers in developing and executing their transaction strategy to secure deal value
- Delivering a high degree of client satisfaction with the engagement process and deliverables and being able to drive additional and repeated engagements
- Understanding EY's service offerings and actively identify opportunities to improve client service
- You would act as a role model and support development of junior team members, coupled with the recruitment and training responsibilities
- Contribute to our practice development initiatives, supporting the continued focus on our team as a great place to work
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Transaction Advisory Services Manager Resume Examples & Samples
- Handling financial due diligence engagements
- Analyze financial and operational results of businesses to be acquired or sold through reviewing accounting records and conducting interviews with management
- Assist clients in the preparation of SEC filings
- A bachelor’s degree in Accounting or Finance and 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience supported by an active CPA certification
- Significant public accounting experience
- Must be willing and able to travel up to 40% on short notice
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Transaction Advisory Services Manager Resume Examples & Samples
- Project Management - be part of project teams comprising colleagues from across the TAS sub service lines
- Business Development - assist in aspects of pursuits, including presentations and client meetings. Contribute to our practice development initiatives, supporting the continued focus on our team as a great place to work
- Learning - Learn and develop technical and personal skills to support achievement of career goals, through a blend of structured learning, coaching and experiences
- A bachelor’s degree in Business, Accounting, Finance, Engineering, or Information Technology and 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
- Significant management consulting experience
- The ability to make detailed assessments of technology, operations or manufacturing infrastructure
- The ability to synthesize approaches to complex integration/divestiture conflicts
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Transaction Advisory Services Manager Resume Examples & Samples
- Serve as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions for private equity and strategic corporate clients
- Assist in the review and analysis of merger agreements and provide opinion letters
- Review, assess, and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
- US CPA or member of US State bar
- A bachelor's degree and around 5 years of related work experience; or a graduate degree and 4 years of related work experience
- Experience managing budgets, projects and people
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Transaction Advisory Services Manager Resume Examples & Samples
- Leading work streams and delivering Operational Transaction Services to clients with an IT expertise. Develop experience of a range of different type of engagements, including pre-deal (e.g. IT due diligence and carve-out planning), post-deal (e.g integration planning, tracking) and restructuring (e.g. rapid cost reduction)
- A bachelor's degree and approximately 5 (resp. 8) years of related work experience; or a master's degree and approximately 4 (resp. 7) years of related work experience; a degree in business, engineering, computer science or related field
- Experience related to transactions (mergers, acquisitions or divestments), with a demonstrated aptitude for quantitative and qualitative analysis
- A track record of successful project delivery in corporate businesses where you are responsible for managing project team members and vendors
- Have a broad range of IT experience including, infrastructure, applications, databases and networks
- Professional services / consulting experience within Transactions: ideally due diligence, carve-out or integrations experience; or deep understanding of one or more core aspects of a typical IT function
- Strong written and verbal communication skills in English; further languages are a plus
- Ability to make detailed assessments of technology, operations or manufacturing infrastructure to not only determine risks and opportunity areas, but also deliver solutions
- Ability to handle complex project requirements
- This position requires willingness and ability to travel (up to 80%)
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Transaction Advisory Services Manager Resume Examples & Samples
- Lead and manage client engagement teams executing Value Creation projects which support key decision makers in designing large-scale value creation efforts, developing and implementing optimization levers and measures
- Provide engagement team leadership in fostering an open and inclusive environment and effectively lead and motivate teams with diverse skills and backgrounds
- Offer solutions to our clients for successful implementation of margin uplifts
- Demonstrate a comprehensive understanding of value creation (both for topline and cost improvements)
- Your understanding of integrations, carve outs, and other types of transaction engagements with a focus on synergy generation is a plus
- Demonstrate ability to not only identify integration risks and issues, but recommend resolutions
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Transaction Advisory Services Manager Resume Examples & Samples
- Ability to learn new data analytics tools and related software, including data visualization and database skills
- Intellectual curiosity
- A bachelor's degree in business, finance, or accounting and at least 5 years of related financial modeling work experience; or a graduate degree and at least 4 year of related work experience
- Ability to manage project expenditures against budget and revenue
