Transaction Advisory Services Managing Director

Reposted 11 Hours Ago
Be an Early Applicant
Philadelphia, PA, USA
In-Office
Expert/Leader
Professional Services • Financial Services
The Role
Leads transaction advisory engagements, including financial due diligence, transaction structuring, purchase agreement support, identifying price-adjustment or deal-termination issues, and post-acquisition planning. Develops client relationships, generates new business, expands the practice, mentors staff, recruits talent, and leads teams serving private equity and strategic corporate buyers.
Summary Generated by Built In

The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture at weaver.com.

Position Profile

Weaver seeks a Managing Director to join our growing Transaction Advisory Services Practice. Weaver’s Transaction Advisory Services team is a high-performing team widely recognized for delivering exceptional attention to detail and a personal level of service.  Our size enables us to be more nimble and responsive while servicing clients with transaction sizes ranging from $1 million to over $500 million.  

A Transaction Advisory Services Managing Director at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence.  The Managing Director works to understand profit drivers and trends, assists with purchase agreements and post-closing transaction matters.  A Managing Director is responsible for identifying issues for purchase price reductions, deal structuring or deal termination, and post-acquisition action steps to achieve anticipated earnings/cash flow improvements.  A Weaver Managing Director is an excellent communicator and team leader with the ability to generate new business opportunities. Additionally, the Senior Manager will be expected to facilitate and nurture new and existing relationships in their local market and across firm geographies to grow and strengthen the Transaction Advisory Services practice by developing business, attracting and retaining clients, and identifying and recruiting talent to join the Weaver team.

Education and Skills

  • Bachelor’s degree in Accounting, Business or Finance required, Master’s Degree preferred
  • CPA or other relevant professional license required
  • 10+ years of experience in external audit in public accounting or equivalent work experience and/or mergers and acquisitions transactions experience
  • 7+ years of direct Transaction Advisory Services experience
  • Possess experience with due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers, analyzing financial/operational results of targets through reviewing accounting records and conducting interviews with management, and preparing pro forma financial information
  • Demonstrated expert of business development, strategy and practice development   
  • Proven ability to manage, mentor and develop staff

Weaver Benefits At Weaver, our most valuable resource is our people. We take the time to evaluate our employees’ wants and needs and invest our resources accordingly. Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Learn more here – Weaver benefits. We support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days!

We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire the growth and development of our leaders by:

Leaning into the experience of exploring new ideas for each individual’s growth as a leader.

Engaging the coaching mindset at work with new ways of thinking about challenges and opportunities.

Adapting to the transformation that takes place as a result of participating in the program.

Developing yourself and others with coaching competencies to create a firm-wide culture of coaching.

People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!  

Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.  

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree in Accounting, Business, or Finance
  • Master's degree
  • CPA or other relevant professional license
  • 10+ years of experience in external audit in public accounting or equivalent work experience and/or mergers and acquisitions transactions experience
  • 7+ years of direct Transaction Advisory Services experience
  • Experience with due diligence engagements for private equity investor groups and strategic corporate buyers
  • Experience analyzing financial and operational results through accounting-record review and management interviews
  • Experience preparing pro forma financial information
  • Expertise in business development, strategy, and practice development
  • Ability to manage, mentor, and develop staff
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The Company
HQ: Houston, TX
2,082 Employees
Year Founded: 1950

What We Do

Weaver has built a nationwide presence on an unwavering commitment to client success, acting with integrity and always striving to transcend expectations. From start-ups to multi-national Fortune 500 companies, we deliver solutions for our clients that drive growth and transformation. Weaver’s clients include commercial, government and not-for-profit organizations across a wide range of industries. The firm is particularly well-known in financial services, energy, manufacturing and distribution, construction, technology, real estate, health care and government. Our comprehensive assurance, tax and advisory services leverage the deep experience of our teams and offer strategic solutions that push to the next level of what’s possible. Our experience includes risk advisory, IT advisory, energy compliance and consulting, forensics and litigation services, transaction advisory, valuation and specialty tax services, including international tax, state and local tax, tax credits and incentives, fixed asset advisory, tax provision, tax controversy and private client services. The Houston-based firm is nationally ranked by both INSIDE Public Accounting (IPA) and Accounting Today, including recognition as a Best of the Best and Fastest-Growing firm by IPA. Since 1950, our commitment to excellence has been backed by the experienced talent in our growing firm, and today, Weaver holds top workplace recognitions in many of the markets we serve. Advance your career at a firm that invests in you. Learn more at weaver.com.

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