Transaction Advisory Services Resume Sample
Sanford Kunze
832 Hirthe Avenue,
New York,
NY
+1 (555) 321 2294
Work Experience
Manager, Transaction Advisory Services
06/2017
-
PRESENT
Los Angeles, CA
- Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity investors
- Write detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization
- Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives
- Responsible for engagement management, including preparing and presenting accounting findings and concepts
- Contribute significantly to the development and training of junior staff members
- Possess the ability to review and critique project databooks and reports prepared by engagement team members
- Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Partners
- Work on multiple projects of varying size and complexity
- Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition
Transaction Advisory Services
03/2011
-
03/2017
New York, NY
- Analysis of a company’s current financial situation and strategic alternatives
- Development of business plans to support restructuring initiatives
- Developing complex financial models and reporting under tight timelines
- Deal with creditors and other stakeholders
- Participate in acquisitions, divestitures or merger assignments
- Able to identify business opportunities and contribute to the organization's practice through proactive interactions with clients' senior management
- Assess potential targets and identify, analyze and prioritize target list based on client’s key criteria
- Evaluate and gauge critical industry conditions around a potential target’s go-forward position
- Develop and analyse complex financial models and perform financial analyses (historical performance review, financial forecast and free cash flow analysis)
Transaction Advisory Services Intern
09/2006
-
09/2010
Dallas, TX
- Perform financial due diligence related middle market companies and private equity investors
- Aggregate, manipulate, and analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks impacting the target company
- Write detailed reports to present diligence findings to clients
- Display the ability to manage and prioritize team responsibilities, and proactively consult with Managers, Directors and Partners
- Over 7years' professional audit experience, preferably with previous insolvency and corporate restructuring exposure
- Work under high pressure and adapt into dynamic working environment
- Project manage go-to market activities and business development programs such as client campaigns, growth platforms, content-specific studies and other prioritized initiatives that support the TAS service line’s strategic plan
Education
Strayer University - Fredericksburg Campus
2001 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Strong commercial experience and/or relevant restructuring experience
- Strong skills in project management proficiency with MS Office suite including Project
- Demonstrated superior analytical and problem-solving skills
- Use proven business development skills to build upon transaction advisory services work
- Strong written and verbal communication skills in English and a Scandinavian language
- Analytical mindset, strong drive and the ability to learn quickly and leverage skills in new situations
- Approximately 10 years of related work experience: 5 years experience with financial due diligence and 5 year experience on advisory side
How to write Transaction Advisory Services Resume
Transaction Advisory Services role is responsible for research, auditing, finance, modeling, excel, manufacturing, training, integration, procurement, accounting.
To write great resume for transaction advisory services job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Transaction Advisory Services Resume
The section contact information is important in your transaction advisory services resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Transaction Advisory Services Resume
The section work experience is an essential part of your transaction advisory services resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous transaction advisory services responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular transaction advisory services position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Transaction Advisory Services resume experience can include:
- Effectively communicating in a timely manner any issues and risks that arise
- Demonstrate strong quality execution and delivery
- Modeling experience and ability to ability to analyze large volumes of data
- Public accounting experience required from audit or consulting
- We’re looking for people with the following experience
- Strong knowledge of technical accounting areas such as US GAAP and SEC reporting
Education on a Transaction Advisory Services Resume
Make sure to make education a priority on your transaction advisory services resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your transaction advisory services experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Transaction Advisory Services Resume
When listing skills on your transaction advisory services resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical transaction advisory services skills:
- Demonstrated interpersonal and client relationships skills
- Dedication to teamwork, demonstrated leadership experience and strong personal integrity
- Take ownership of client strategic business plan and/or Information Memorandum (IM) drafting, be proficient and excellent in PPT skills
- Advanced business writing and oral communication skills both in Greek and English
- Strong knowledge and experience in using Microsoft Office applications (e.g., PowerPoint, Excel, Visio and MS Project)
- Strong Commercial awareness gained through experience of the financial services sector (either from within Audit, Industry or Transaction Support role)
List of Typical Experience For a Transaction Advisory Services Resume
1
Experience For Manager, Transaction Advisory Services Resume
- Analysing and segmenting data to inform strategic decisions
- Perform and conduct data analysis to support business processes and financial reporting
- When appropriate, analysing the business plan
- Data gathering, document review and preparation of quality of earnings reports
- Assess company operations practices (people, process, technology): manufacturing, procurement, logistics, and SG&A / organization
- Competence in presenting results to company management, private equity owners, and other stakeholders
2
Experience For Transaction Advisory Services Director Resume
- Cultivate and expand relationships with existing clients in order to facilitate BPM business
- Lead the pursuit and close of new consulting engagements
- Perform and review (i) quality of earnings, (ii) working capital and (iii) debt and debt-like analyses
- Perform (i) quality of earnings, (ii) working capital and (iii) debt and debt-like items analyses
- Turnaround planning and execution
- Advise on restructuring alternatives
3
Experience For Transaction Advisory Services Experienced Infrastructure Advisory Professional Resume
- Exhibits executive presence, intellectual curiosity and analytical thinking
- A Professional Accounting Qualification (ACCA or equivalent) or in the process to obtain it
- Plan and lead successful product launches and marketing strategies for Analytics products
- Work with the team on lead generation, awareness, and vertical marketing
- Basic knowledge of enabling technologies (e.g. Archer, SAP, Oracle, Thomson Reuters, B-wise, MetricStream, etc.)
- Deal origination and evaluation
4
Experience For VP, Transaction Advisory Services Resume
- Identifications of potential targets/investors
- Provide deal structural advice
- Regulatory/compliance matters advisory; and
- Review companies’ financial status, prepare pre-liquidation forecast and prognosis of cash flow requirements
- Flexible with occasional travel requirements of client service projects
- Support FSO client engagement teams executing Operational Transaction Services (Transaction integration/separation), focusing on Finance and/or Operational and/or HR and/or IT which support key decision makers in developing and executing their transaction strategy to secure deal value
5
Experience For Transaction Advisory Services Intern Resume
- Lead with proposals and other business development efforts
- The identification of BPM clients’ critical business and financial issues. Research, propose, and execute relevant strategies to reach a resolution on such issues
- Demonstrated proficiency in Microsoft Office, with focus on Word and Excel
- Financial Due Diligence for private equity and strategic buyers
- Assisting in identifying issues (quality of earnings, working capital considerations, debt and debt-like items) for purchase price reductions, deal restructuring, or deal termination
- Involved in day-to-day management of judicial management, receivership, agent for mortgagee-in possession voluntary and compulsory liquidation engagement
- Current cumulative current GPA of 3.2 or higher
6
Experience For EY Reconnect Transaction Advisory Services Opportunities Resume
- Proficiency in Microsoft Office, with focus on Word and Excel
- Build client relationships in existing and new accounts, sourcing new business, building executive relationships, delivering presentations and proposals, and closing new business
- Drive the creation of EB-5 development and economic plans to subsequently be presented to foreign investors for consideration
- Assists in evaluating financial plans for new development opportunities, working directly with the client to understand their needs and ensuring the project meets their planned goals
- Financial analysis, modeling, and reporting specific to each project
- Serve as project manager for all stages, selecting and managing the appropriate service providers (corporate attorneys, immigration counsel, financial experts, etc.) based on each individual project, considering geography, size of the project, and expertise needed to execute
7
Experience For Manager Transaction Advisory Services Resume
- High awareness of the client experience, ensuring client satisfaction during each step of the process
- Accomplish results through working with others, resourceful problem solving, excellent written and oral communication skills, and attention to detail
- Help to define target-screening scope, and comprehensively evaluate companies in their market positioning and product competitiveness
- Valuate different financial vehicles and packages, and assist in preparing financial models
- Work closely with Managers in deal negotiation and closing of sales contracts
8
Experience For Transaction Advisory Services Associate Resume
- Fast learners in Financial Models
- Familiar with research and analysis tools
- Above 2 years relevant transactional advisory experience and or commercial experience and or consulting experience in Big 4, MNC, investment banks, consulting firms or other related professional firms in managing business strategy, M&A projects, finance or operation or HR or IT areas
- Manage and supervise the data analytics process through all phases of the engagement lifecycle
- Gather data, understand client issues, and formulate pragmatic data solutions
- Understand operational metrics (e.g. cost and risk profiles associated with products, customer, and vendor portfolios)
- Maximize revenue and growth opportunities; devise go-to-market strategy through advanced analytics
- Create internal and external awareness of data analytics capabilities and develop relationships with market and service leaders
9
Experience For Partner, Transaction Advisory Services Resume
- Travel overnight 25-30%
- Preparation and control of data-book and certain sections of the report
- Preparation of data-book and certain sections of the report
- Newly qualified Chartered Accountant
- Assist with proposals and other business development efforts. E
- Research and financial analysis of target companies
10
Experience For Transaction Advisory Services Sweden is Looking for Senior Analysts & Managers to the Restructuring & Turnaround Team Resume
- Due diligence for both buy side, sell side, and corporate finance transactions
- Communication with clients to ensure delivery of exceptional client service
- Opportunities for career development and to advance within the transaction advisory services group
- Operations Advisory professionals analyze the financial and operational performance of target companies by reviewing financial accounting records, examining operational performance reports, evaluating day-to-day company operations, and conducting interviews with management
- Experience in transaction diligence, both public and private equity
- Experience with mid-cap companies: ~$50 to 500m revenue, ~$5 to 50m EBITDA
- Professional experience, preferably from a Big 4 or national professional services firm
- Demonstrated proficiency in Microsoft Office, with focus on PowerPoint and Excel
List of Typical Skills For a Transaction Advisory Services Resume
1
Skills For Manager, Transaction Advisory Services Resume
- Excellent project management skills with ability to produce quality work with an attention to detail
- International in outlook with English and French language skills
- Years’ experience: 4 - 8 years post qualification experience
- Prior transaction advisory services experience required
- Proven track record in the Boston/Metro marketplace as a TAS partner/experienced senior manager at a firm with a dedicated TAS practice
- Two (2) to three (3) years of prior Transaction Advisory Services (Financial Due Diligence/Quality of Earnings) experience required
2
Skills For Transaction Advisory Services Director Resume
- Two (2) to three (3) years of prior Transaction Advisory (Financial Due Diligence/Quality of Earnings) experience required
- Deep consulting experience in at least one of the following industries: consumer products, healthcare, power and utilities, oil & gas
- Experience using risk modeling tools (e.g., @Risk, Crystal Ball)
- Relevant working experience within another major accounting firm in Greece or overseas
- Four (4) or more years of public accounting experience, required, preferably within a financial assurance or management consulting role
- Solid background in detailed financial analysis from auditing or related role
- 2–6 years of relevant work experience in Restructuring, Corporate Finance, Strategy, Operations, or Treasury
3
Skills For Transaction Advisory Services Experienced Infrastructure Advisory Professional Resume
- Experience working with clients in the oil & gas industry
- Experience of working on and technical knowledge of formal insolvencies and business reviews
- Solid understanding of business strategy, operations and business models
- Experience with risk reporting and risk dashboards
- Experience in similar capacities (transaction advisory services or consulting services)
4
Skills For VP, Transaction Advisory Services Resume
- Recent public accounting experience required
- A strong finance, accounting, and/or transactions background
- Professional audit experience, preferably with previous corporate restructuring exposure
- Over 5 - 7 years' professional audit experience, preferably with previous insolvency and corporate restructuring exposure
- Above 2 years professional audit experience, preferably with previous corporate restructuring exposure
5
Skills For Transaction Advisory Services Intern Resume
- Professional audit experience, preferably with previous corporate restructuring exposure
- Demonstrated leadership of consulting engagement teams
- Proven ability to earn the trust and respect of new clients and expand existing client relationships
- Exceptional, motivated people with 5 years experience in Transaction Support role
- Very good business acumen and commercial awareness
- Project management, delegation and staff supervision experience
- Personally motivated, strong desire to learn, and works well under pressure
6
Skills For EY Reconnect Transaction Advisory Services Opportunities Resume
- Maintain good relationship with potential clients and targets, various investors like PE houses
- Strong analytical, project management, communication, teamwork, and interpersonal tools
- Chartered Accountant with 0 to 2 years of relevant experience in a similar role
- Preparing comprehensive financial reviews of company’s operations for the intention of securing investors, disposing and recovering of assets
- Preparing comprehensive financial reviews of companies' operations for the intention of securing investors, disposing and recovering of assets
- Looking to join a client centric and entrepreneurial teak in a fast-growing global platform with a truly meritocratic reward model
- Networking and communicating with C-level executives
- Assessing the true levels/normalized levels of working capital and the impacts to the potential purchase price
7
Skills For Manager Transaction Advisory Services Resume
- Analyzing customer, vendor, employee and third party agreements and evaluating terms
- Managing and leading junior members of a team to deliver to tight deadlines
- Analyzing cyclicality of target’s business and working capital trends
- Analysing quality of earnings and non-recurring items
- Analysing cyclicality of company’s business and working capital trends
- Researching technical accounting topics
- Reviewing company's accounting policies for proper application of GAAP
- Working knowledge of manufacturing business applications/technologies
8
Skills For Transaction Advisory Services Associate Resume
- Assisting clients in identifying pre- and post-acquisition transaction issues
- Understanding of portfolio management principles
- Assessing business risks and value drivers
- Assessing budgets and projections
- Analyzing the target's business drivers, quality of earnings, quality of assets and key deal issues
- Managing buy-side and sell-side financial due diligence engagements for private equity, lender, and corporate clients
- Performing Excel based financial analysis to disclose audited financial statements and management reports of companies in an appropriate manner
9
Skills For Partner, Transaction Advisory Services Resume
- Analysing quality of the net debt and debt-like items
- Solving reconciliation issues between GAAP financial statements and management reports
- Mentoring analysts and senior associates
- Develop full go-to-market strategy plans (pricing, packaging, distribution, timing, etc.) for all new products
- A ‘big picture point of view’, recognizing critical areas requiring analysis and review. Quickly structures approaches to solve complex problems
- Develop content for product messaging, website content, videos, tutorials, and marketing collateral
- Daily reporting and tracking against key targets and goals
10
Skills For Transaction Advisory Services Sweden is Looking for Senior Analysts & Managers to the Restructuring & Turnaround Team Resume
- Courses in business administration / finance in one of the top leading Business or Engineering Schools
- Diagnose operations issues that underlie rapidly declining asset performance and/or cash flow issues with or without restructuring teammates
- Expertise assessing company operations: manufacturing, procurement, logistics, and SG&A / organization
- Responsible for financial, accounting and operational due diligence reporting
- Oversee the work, lead engagements and guide team members ensuring quality best practices
List of Typical Responsibilities For a Transaction Advisory Services Resume
1
Responsibilities For Manager, Transaction Advisory Services Resume
- Approximately 10 years of related work experience
- Recent audit, transaction advisory or other relevant experience required
- Gathering, verifying and analysing information to formulate views, while ensuring significant attention to detail
- Drive commitment, across teams, to EY and professional standards and to enhancing our brand with clients, regulators and other stakeholders
2
Responsibilities For Transaction Advisory Services Director Resume
- Manage operations assessment engagements in support of buy-side and sell-side transactions for private equity and corporate clients
- Analyze financial reports and operations KPIs to determine operational health, diagnose root cause problems, and quantify opportunities for improvement
- Develop the business case for improvement: EBITDA and free cash flow opportunity and the timeline and any investment required
- Identify post-acquisition operations improvement and/or merger integration work plan to achieve EBITDA targets
- Use marketplace trends and operations know-how to provide insight to M&A clients
- Mentor D&P vice presidents, senior associates, and analysts
3
Responsibilities For Transaction Advisory Services Experienced Infrastructure Advisory Professional Resume
- Manage client relationships and engagement delivery along with TAS leadership team
- Manage multiple tasks/projects at a time
- Lead diligence meetings with target company management team
- Supervise senior associates and provide performance review feedback
- Simulation and optimization (Operational Research)
- Other bespoke data analytics tools and templates development
- Working under the supervision of Managers, Senior Managers, Directors or Partners within TAS as well as other Ernst & Young departments in both Ireland and internationally on formal insolvencies, informal business reviews and a range of other assignments
- Understanding our client requirements, co-developing our approach with the client, and providing value to our clients through insights, factual conclusions and advice
- Daily interaction with key client shareholders
4
Responsibilities For VP, Transaction Advisory Services Resume
- Accountable for the delivery of key targets
- Detailed review of key data based on instruction provided by central team
- Analyze and identify client issues and opportunities, deploy the account management framework and growth platforms
- Deliver an exceptional service experience across all engagements. Connect to our clients, understand their business agenda and anticipate their needs. Maintain open and proactive communication. Leverage diverse ideas and perspectives from across EY and provide relevant insight and industry knowledge to deliver technical excellence
- Create teams that reflect diverse skills and strengths from across the organization and demonstrate an awareness of group dynamics to drive an inclusive approach
5
Responsibilities For Transaction Advisory Services Intern Resume
- Experience in similar teams (Transaction Advisory Services or Advisory Services)
- Communicate and monitor service quality in respect of specific client requirements. Review project plans and guide other executives in their implementation
- Participate in engagements related to acquisitions by private equity investor groups and strategic corporate buyers
- Actively support managers in financial models and financial/operational analysis through reviewing accounting records, conducting interviews with stakeholders as well as performing industry/company research
- Evaluating the quality and sustainability of the target business’s reported earnings, working capital net assets
- Engaging with clients and target companies in the middle market, offering excellent client service and quality deliverables and selling other advisory and attest services
6
Responsibilities For EY Reconnect Transaction Advisory Services Opportunities Resume
- Off-cycle (end-of-course) Internship
- CPA, CA, or equivalent required
- High level of commercial acumen, and an awareness of the key drivers of corporate failure or underperformance
- Ensure understanding of market direction, sector trends, emerging customer needs, features, and functional requirements from which the technical teams can design and implement new products and offerings
- Develop roadmap of products and features of the Decision Analytics Solutions
- Maintain and enhance all the platforms under managed services (DaaS and AaaS)
- Partner closely with the technical team to help determine the best technical implementation methods as well as execution schedule
7
Responsibilities For Manager Transaction Advisory Services Resume
- Knowledge of process measures (KPIs, KRIs, and KCIs)
- High level of commercial acumen, and an awareness of the key drivers of business performance
- Part-qualified with ACA, ACCA or equivalent qualification
- Part-qualified / newly qualified / qualified with ACA, ACCA or equivalent qualification
- Multi-task, think independently and problem solve ina results driven team oriented environment
- Lead and manage multiple and challenging Transaction Advisory Services engagements (financial due diligence), participating in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers
8
Responsibilities For Transaction Advisory Services Associate Resume
- Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach consultants
- Achieve success in client service delivery: develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations
- Identify business opportunities and enhancing the go- to market strategies
- Work closely with the client and the RSM Transaction Advisory team to design and implement solutions revolving around complex data analytics. Lead and collaborate to develop strategies that address client needs. Manage expectation of service delivery, monitor progress, manage risk, and ensure key stakeholders are informed of progress and projected outcomes
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