Note: The job is a remote job and is open to candidates in USA. Embarc Advisors is a firm that offers innovative financial advisory services, focusing on M&A and strategic finance for growth-oriented companies. They are seeking a Director for Transaction Advisory Services and Financial Due Diligence who will lead the financial due diligence process and manage client relationships, ensuring high-quality advisory services tailored to client needs.
Responsibilities
- Leads the end-to-end project management, work plan development, process, and project execution. Manages client team to deliver project goals in a timely and resource efficient manner. Effectively communicate across all stakeholders. Drive optimal outcomes for all stakeholders, while meeting and/or exceeding client expectations
- Independently manage due diligence, quality of earnings, and other transaction advisory related services to support Embarc clients that are looking at growing through acquisitions or preparing for sale
- Develops and prepares audience-appropriate materials, including quality of earnings databooks and financial due diligence reports etc
- Analyzes financial/operational results of targets through reviewing accounting records and conducting interviews with management
- Cultivates and maintains strong relationships with client leadership and key staff. Identify opportunities where Embarc's financial and strategic services (e.g., capital raising, M&A, and strategic finance) may accelerate the client's strategic plan and align with their key business objectives. Acts as a thought leader and trusted advisor to client's key leadership
- Spearheads complex strategic analysis, quantitative analysis, and robust financial modeling to produce meaningful insights that address clients' challenges and needs
- Translates complex strategic and financial analysis into insightful reports, key take-aways, and presentations for clients and key stakeholders which facilitate robust discussions, provide quantification and articulation of financial and strategic impact, and support the decision-making process
- Identifies post-acquisition action steps to achieve anticipated earnings/cash flow improvements
- Evaluates effects of seasonality and cyclicality on cash flow requirements
- Performs industry and company research to keep Embarc and its' clients informed of any market insights
- Creates and designs tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, working capital trends, and indebtedness considerations
- Leads the cross-functional management of projects from end to end; communicates recommendations and drives outcomes with various stakeholders
- Other duties as assigned
Skills
- Bachelor's Degree
- 7+ years of experience within a mid to large sized professional services firm (Big 4 is a plus!)
- Experience with best-in-class TAS/FDD practices
- Track record of successfully leading TAS/FDD teams including recruiting, training, project management
- Exceptional analytical skills, including advanced financial modeling and financial / accounting analysis, etc
- Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations
- Ability to lead multiple engagements simultaneously, using well developed project management skills
- Mature presence, empathy, intellectual curiosity, and ability to learn quickly
- Demonstrated strengths with financial accounting, capital markets, and M&A concepts
- Demonstrated success with cultivating strong relationships with clients, executives and boards
- Ability to develop and maintain strong working relationships with both internal and external cross-functional teams, collaborating effectively to successfully drive TAS/FDD processes
- Proven success with independently developing presentations and other communication materials for executive leadership, external partners, and the Board of Advisors
- Excellent oral and written communication skills
- Demonstrated excellence with presenting to diverse stakeholders (including C-Suite, Board of Advisors, and external targets), and aligning them around a common goal, despite competing interests
- Proven ability to maintain excellent attention to detail and accuracy
- Demonstrated success with building and improving processes and promoting quality
- Experience working with start-up organizations a plus
Benefits
- Competitive compensation plus semi-annual performance bonuses
- 401(k) with immediate vesting and employer match after one year
- Comprehensive medical, dental, and vision coverage
- Unlimited vacation time and paid sick leave
- Short-term disability insurance
- Bi-annual team offsites to connect, recharge, and grow together
- Full medical, dental, and vision benefits, 401K, unlimited vacation time, paid sick leave, and more!
Company Overview
Embarc Advisors is a financial consultancy that provides strategic services to startups, SMBs, and middle-markets. It was founded in 2018, and is headquartered in West Hollywood, California, USA, with a workforce of 11-50 employees. Its website is https://embarcadvisors.com/.