Manager, Transaction Advisory Services

Posted 12 Days Ago
Be an Early Applicant
Charlotte, NC, USA
In-Office
Senior level
Professional Services • Consulting • Financial Services
The Role
Lead buy-side and sell-side transaction advisory engagements including financial due diligence, accounting advisory, and detailed financial analysis. Manage client meetings, site visits, team supervision, proposals, and cross-functional coordination with tax, audit, and consulting teams. Prepare written reports, represent the firm professionally, and meet deadlines with occasional travel and periodic overtime.
Summary Generated by Built In

Description

  

GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture. 

We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do.

GreerWalker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community.

As part of our team, you'll have access to a wide range of learning opportunities through our membership with RSM Alliance. You'll enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive.

Your life fits at GreerWalker.

  

Job Responsibilities:

· Performs buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services

· Document key findings and analysis in written reports

· Runs in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis

· Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements

· Interacts with the other functional areas of the practice including tax, audit and other consulting practices

· Assists in preparing proposals and engagement letters

· Represents the firm in community activities and professional associations

Requirements

Basic Qualifications: 

· Bachelor's degree in accounting

· CPA certification

· Minimum of five years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm

· Supervision / Team Leadership experience

· Ability to direct and manage client engagements

· Excellent verbal and written communication skills

· Proficient with Microsoft Excel and Microsoft PowerPoint

Preferred Qualifications:

· Networking and communicating with C-level executives

· Strong project management skills

· Evaluated as exceptional performer in current position

· Possess a good balance of strong technical accounting knowledge and business acumen

· Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm

· Ability to be a self-starter and to be confident when interacting with clients and asking questions

· Able to work within tight deadlines and take responsibility for getting the job done in a timely manner

· Ability to apply critical thinking and problem-solving skills

Working Conditions:

· Occasional travel for work using a personal vehicle

· Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles

· Able to lift boxes, mail, etc. not exceeding 20 lbs.

  

The duties described above are the general nature and levels of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents.  Job incumbents may be asked to perform other duties as needed and/or required.


This position description is not a contract for employment and GreerWalker LLP reserves the right to revise this description at any time.

EOE

No Agencies Please

Skills Required

  • Bachelor's degree in accounting
  • CPA certification
  • Minimum of five years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
  • Supervision / Team Leadership experience
  • Ability to direct and manage client engagements
  • Excellent verbal and written communication skills
  • Proficient with Microsoft Excel and Microsoft PowerPoint
  • Networking and communicating with C-level executives
  • Strong project management skills
  • Evaluated as exceptional performer in current position
  • Good balance of strong technical accounting knowledge and business acumen
  • Excellent interpersonal and communication skills to interact with internal teams and external clients
  • Ability to be a self-starter and confident when interacting with clients
  • Able to work within tight deadlines and take responsibility for timely completion
  • Ability to apply critical thinking and problem-solving skills
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The Company
156 Employees
Year Founded: 1984

What We Do

GreerWalker is a leading independent certified public accounting and business advisory firm. It provides comprehensive tax, accounting, and advisory services to privately held middle-market companies, their owners, and individuals. While rooted in the Carolinas, the firm serves a regional, national, and international clientele through a U.S.-based team and a global network.

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