Transaction Advisory Services Manager Resume Sample
Edna Mills
5596 Stanley Throughway,
Dallas,
TX
+1 (555) 380 2953
Work Experience
Transaction Advisory Services Manager
11/2016
-
PRESENT
Philadelphia, PA
- 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
Tas-transaction Advisory Services, Manager
04/2011
-
05/2016
Houston, TX
- Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition
- Supervise, develop and mentor Business Valuation professionals at the Staff and Senior level
- Viability diligence, cash flow analysis and advise of cash forecasting
- Advise on restructuring alternatives, including review of debt services
- Support negotiation with lenders
- ACA, ACCA or equivalent qualification
- Transaction Advisory Services experience ideally with some management exposure
Test-transaction Advisory Services Manager
06/2006
-
12/2010
San Francisco, CA
- Strong commercial experience and/or relevant industry or transaction experience
- IT skills to an advanced level in Excel, Word and PowerPoint
- Be an effective time manager, able to keep calm when under pressure to meet deadlines
- Be a team player with the ability to build effective relationships at all levels
- Manage and develop Seniors and Staff
- Strong financial modeling skills; the ability to create robust and flexible financial models based on client’s financial and operational information
- Successfully manage engagements including the work of team members, client interaction, quality of service and expenditures against budget and revenue
Education
Everest University - Tampa Campus
2002 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Positive attitude, strong work ethic and excellent interpersonal and relationship building skills
- Strong accounting, data analysis/mining and critical thinking skills
- Excellent verbal and written communication skills, specifically business writing aptitude
- Strong critical thinking skills with the ability to solve unstructured problems
- Strong problem solving skills.
- Excellent analytical, communication, organizational, interpersonal, and teaming skills.
- Excellent teamwork and managerial skills
How to write Transaction Advisory Services Manager Resume
Transaction Advisory Services Manager role is responsible for financial, modeling, analysis, excel, business, reporting, valuation, microsoft, powerpoint, finance.
To write great resume for transaction advisory services manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Transaction Advisory Services Manager Resume
The section contact information is important in your transaction advisory services manager 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 Manager Resume
The section work experience is an essential part of your transaction advisory services manager 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 manager 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 manager 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 Manager resume experience can include:
- Relevant hospitality industry experience working in a professional services environment, or particular hospitality business/industry experience to meet special needs
- Excellent written and verbal skills both in Greek and English
- Proven track record at managing multiple and competing priorities
- Experience serving as a business advisor in a client service capacity and managing highly strategic projects
- Experience leading and managing in complex business environments.
- Experience interacting and working directly with C-level personnel
Education on a Transaction Advisory Services Manager Resume
Make sure to make education a priority on your transaction advisory services manager 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 manager 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 Manager Resume
When listing skills on your transaction advisory services manager 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 manager skills:
- Effective organization and time management skills with ability to work under pressure and adhere to project deadlines.
- Experience in public accounting or related field, due diligence experience at a National or Regional accounting and/or major consulting firm
- Previous relevant hospitality industry experience working in a professional services environment, or hospitality business/industry experience.
- Manage and motivate workstreams and teams with diverse skills and backgrounds.
- Proven experience of economic or social infrastructure procurement and delivery
- Experience in a consulting environment working with financial services clients, including banking, capital markets, asset management and/or insurance
List of Typical Experience For a Transaction Advisory Services Manager Resume
1
Experience For Transaction Advisory Services Manager Valuation Business Modeling Share Point Resume
- Strong experience working with cross-cultural teams
- Experience working in or for Middle Eastern companies
- Assists in preparing proposals and engagement letters Represents the firm in community activities and professional association
- Manage engagement teams, including budget management, staff management and client interaction
- Build long-term business relationships with client personnel through engagements and networking in professional organizations
- Create and support an inclusive environment for developing people through people engagement & empowerment
- Confidence interacting with clients, target company management, and team members from all levels of the organization (Partners to Associates)
- Drive thought leadership for focus topic “Middle Eastern companies acquiring Swiss business”
- Flexibility with travelling
2
Experience For Tas-transaction Advisory Services, Manager Resume
- Certification as a CPA, Attorney required
- Manage and supervise a team of analytics professionals through all phases of the engagement lifecycle, including requirements definition, design, development, testing and post-delivery support. Demonstrate high levels of technical and advisory capabilities and the ability to quickly assimilate new knowledge
- Execute and provide direction to Senior and Staff level professionals throughout the analytics engagement lifecycle including requirements definition, design, development, testing and post-delivery support. Demonstrate a high level of technical analytics capabilities and the ability to quickly assimilate new knowledge
- Develop and mentor team members at the senior associate and associate levels
- Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price
- Identify and evaluate financial and operational trends of target companies
- Able to multi-task and manage multiple engagements at a time
3
Experience For Transaction Advisory Services Manager Valuation Business Modeling Share Point Atl Resume
- Originate and deliver transaction ideas, identify opportunities, open and leverage on relationships
- Support new business development, lead the development of pitch documents and take a lead role in client pitches
- Lead multiple projects and transactions at any given time
- Play a critical role as the project manager on teams, driving the transaction timetable and ensuring quality on all client deliverables, as well as managing counterparties and other advisers to ensure transaction milestones are met
- Develop deep sector expertise and your own business network, assuming responsibility for the development of SGV’s franchise as well as your own origination capabilities in those sectors over the medium term
- Manage project teams and work closely with all members as well as forming strong internal links within transaction support, the rest of transaction advisory services and other service lines both in the Firm and internationally to form multi-disciplinary teams
4
Experience For Test-transaction Advisory Services Manager Resume
- Professional services experience, with 2+ years of direct Financial Due Diligence, and active CPA license or in-progress required
- Able to prioritize tasks and manage assigned portions of engagements
- Experience in data analytics is an asset
- Provide guidance on the procedures to be implemented in valuation and modelling engagements, and review deliverables prepared by analysts
- At least five (5) years of work experience in business and intangible asset valuations and/or financial modelling with either another Big 4 accounting firm or leading valuations firm
- Assess potential growth opportunities, in new geographies, product or service categories, and understand competitive position compared to market opportunity
- Execute and manage the collection of relevant business and industry trend information, and to analyze the information effectively by applying numerical and strategic analysis techniques
5
Experience For Hcmc Transaction Advisory Services Manager Resume
- Proficient with Microsoft Excel and Microsoft
- Uses various software tools as designated by the firm Interacts with the other functional areas of the practice including tax, audit and other consulting practices
- Excellent verbal and written communication skills Proficient with Microsoft Excel and Microsoft PowerPoint
- Lead meetings or calls with third party Target company management to identify and run key deal issues to ground
- Collaborate with project team members to highlight key matters to be communicated to the client
- Provide on-the-job coaching (focused on sharing of deal experience and knowledge of RSM tools) for development of supervisors, and senior associates to build a high performing and highly effective team, as well as drive improvement and efficiencies
- Support business development regionally within the practice, in both public and private sector markets
6
Experience For Transaction Advisory Services Manager M&a Advisory Services Resume
- Lead knowledge development (for post-merger integrations, carve-outs, value creation / restructuring) in a selected focus industry (Life Science, Aviation, Consumer Products & Retail)
- Portfolio analysis and divestment options analysis
- CFA or CPA certification
List of Typical Skills For a Transaction Advisory Services Manager Resume
1
Skills For Transaction Advisory Services Manager Valuation Business Modeling Share Point Resume
- Strong financial and quantitative analysis skills.
- Excellent verbal and written business English skills.
- Audit experience, preferably dealing with middle market companies
- Experience managing business strategy and M&A strategic diligence projects in complex environments.
- Recent public accounting experience and current CPA license
- Financial due diligence experience
2
Skills For Tas-transaction Advisory Services, Manager Resume
- Meet deadlines, work on multiple assignments and prioritize each assignment as necessary
- Public accounting experience, required, preferably within a financial assurance or management consulting role
- TAS experience
- Previous corporate real estate experience with a consulting company or real estate brokerage firm
- A proven record of excellence in a mergers or acquisitions transactions role
3
Skills For Transaction Advisory Services Manager Valuation Business Modeling Share Point Atl Resume
- A proven record of excellence in a merger integration, acquisitions, divestitures, carve outs
- Participate on behalf of the engagement Partner to include defining the scope of work, clearing conflicts, budgeting issues and dealing with staff planning
- Review transaction rationale and/or deal documents to identify critical business issues and risks relating to a proposed transaction.
- Exhibits executive presence, intellectual curiosity, and analytical thinking
- Help create a positive learning culture for associate team members and support their development
- Prepare Quality of Earnings analysis to determine the accuracy, sustainability, and quality of earnings and the assets and liabilities that are being acquired
- Lead and manage buy-side and sell-side accounting and financial due diligence engagements
- Perform quality of earnings, quality of net assets and working capital analyses
- Act as a main contact point for clients during the transaction process
4
Skills For Test-transaction Advisory Services Manager Resume
- Work closely with Partners and Directors to manage activities of buy-side and sell-side accounting and financial due diligence engagements
- 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)
- Develop business strategies using tools such as market analysis, customer research, macroeconomic forecasting, and portfolio optimization.
- Develop, manage and mentor junior team members at the Associate, Senior Associate, and Consultant levels.
5
Skills For Hcmc Transaction Advisory Services Manager Resume
- Experience managing business strategy for health care firms in the provider or payer space (biopharma experience is also relevant but not sufficient). This can come from prior consulting work or direct experience in the health care
- An aptitude for managing multiple projects and stakeholders
- Experience in valuing complex securities, including options, warrants, fixed income securities, collaterlaized debt obligations (CDOs),mortgage backed securities (MBS),structured products and other derivatives.
- Experience in business integrations, divestitures, and/or carve-outs with a demonstrated aptitude for quantitative and qualitative analysis.
- Work within a given budget and schedule, providing top-quality results in a fast-paced, dynamic environment.
- PC proficiency including at least one Financial Engineering or statistical software package (e.g. Matlab or Stata), Bloomberg, MS Excel/VBA, Word, and PowerPoint.
- Willingness and ability to travel, as necessary.
- Track record of delivering performance improvement projects related to supply chain/inventory optimization, sourcing/procurement or sales/accounts receivable that deliver tangible results (cost reduction, increased cash flow, etc.)
- Manage project expenditures against budget and revenue.
6
Skills For Transaction Advisory Services Manager M&a Advisory Services Resume
- Up to 60% travel when necessary.
- Able to manage all aspects of client engagements
- Highly proficient in Excel, as well as in other applicable technology
- Provide oversight to the client regarding various functions involved in the occupancy planning and portfolio planning processes to ensure decisions are made and progress is achieved
- Optimize clients’ internal and external real estate organizational structure with regards to insourcing vs. outsourcing facilities management/transaction management/space and occupancy planning/lease administration support, contract terms analyses and vendor selection
- Support clients' needs surrounding the corporate real estate operating model such as processes, controls, governance and technology
7
Skills For Transaction Advisory Services Manager Resume
- Proficient with Microsoft Office Suite programs, specifically Word, Excel, and PowerPoint
- Analyze large volumes of data to identify potential issues and propose the most appropriate resolutions within the context of a transaction
- Provide support in developing and maintaining client relationships, account management, learning and development, coaching and recruitment, and other initiatives growing the market for transaction advisory services
- Help deliver detailed financial and commercial analysis, identify key issues and potential areas of sensitivity and following these up with management or stakeholders as appropriate
- Help draft presentations to stakeholders and assist with delivery
- Experience consisting of a total of at least3 years of relevant external audit experience in a public accounting firm and/or mergers and acquisitions transactions experience, of which at least 18 months are relevant external audit experience in a public accounting firm
- Excellent interpersonal and communication skills, be able to articulate to senior members of target management, client representatives and colleagues
8
Skills For Transaction Advisory Services Manager Valuation Business Modeling Share Point Resume
- Experience in delivering successful Working Capital deliverables
- Strong project management skills, able to manage all aspects of client engagements, meet deadlines, work on multiple assignments and prioritize each assignment as necessary
- Strong domain knowledge in real estate advisory (e.g project conception to development), deal execution and/or investments
- Experience in similar teams (Transaction Advisory Services or Advisory Services)
- Strong project management sills
9
Skills For Tas-transaction Advisory Services, Manager Resume
- Manage and participate in engagements related to acquisitions by private equity investor groups and strategic corporate buyers. Analyze financial/operational results of targets through reviewing accounting records, conducting interviews with management as well as performing industry/company research
- Recent experience working with clients in the Consumer Products industry, and working in a project based team environment required
- Five (5) to seven (7) years of public accounting experience, required, preferably within an audit role
- Review the work of junior team members and give an advice or recommendation where possible
- Conduct timely performance reviews for junior employees and help to develop and guide them by providing effective performance feedback/training and ensuring team responsibilities are consistent with skills and developmental goals. Lead by example
10
Skills For Transaction Advisory Services Manager Valuation Business Modeling Share Point Atl Resume
- Analyze historical financial and operating results of middle market target companies, explain business trends, and identify risks to assist clients evaluating acquisition decisions for a variety of industries
- Lead client meetings and site visits while interacting with business owners and top-level management to acquire and assess important information for financial analysis
- Meet/exceed client expectations concerning project deliverables and deadlines
- Prepare financial models for use in evaluating targets and impacts on deal valuation
- Prepare due diligence reports for clients which compile analyses and highlights key findings and recommendations
- Multitask and work efficiently in a fast-paced environment.
- Commercial - advise companies, partnerships and individuals on valuations or financial models, acquisitions, disposals and mergers across a wide range of industries
- Intangible assets - specialize in the valuation of intangible assets such as trademarks, brand names, know how, customer lists, patents and licenses and has considerable experience in this area
- Regulatory and Accounting - deal with the requirements for valuations under the International Financial Reporting Standards in respect of business combinations and impairment reviews (i.e., combining valuation and accounting skills)
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