Transaction Advisory Services Senior Resume Sample
Donnie Johnston
1308 Ashleigh Vista,
Los Angeles,
CA
+1 (555) 480 6275
Work Experience
Transaction Advisory Services Senior
06/2016
-
PRESENT
San Francisco, CA
- Perform financial due diligence for 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
- 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
- Contribute significantly to the development and training of junior staff members
- Display the ability to manage and prioritize team responsibilities, and proactively consult with Managers, 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
- Perform financial due diligence related middle market companies and private equity investors
Transaction Advisory Services Senior Associate
12/2010
-
02/2016
Philadelphia, PA
- Strong financial modeling skills; the ability to create robust and flexible financial models based on client’s financial and operational information
- Create innovative solutions that utilize financial and operational data to provide additional insight into client decisions
- Ongoing education and progress towards obtaining professional accreditations such as the MAI, CPA, ASA, etc. desired
- Maintain and develop positive, productive and professional relationships with clients.
- Strong technical skills; the ability to create robust and flexible tools and reports based on client’s operational and financial information
- 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
- Research skills and ability to analyze financial statements and forecasts
Transaction Advisory Services Senior Consulatant
04/2004
-
08/2010
Phoenix, AZ
- Maintain good relationship with potential clients and targets
- Strong financial modeling skills including the ability to create robust and flexible financial models based on client’s financial and operational information
- Be willing and able to travel up to 60% of the time
- Reviewing company’s financial status, preparing pre-liquidation forecast and prognosis of cash flow requirements
- Preparing comprehensive financial reviews of company’soperations for the intention of securing investors, disposing and recovering of assets
- Identifying US GAAP departures included in target companies’ financial statements
- Professional accounting designation i.e. ACCA, CFA, etc. is considered an advantage
- Excellent written and verbal communication skills in both Croatian and English
Education
Strayer University - White Marsh Campus
1999 - 2003
Bachelor's Degree in Accounting
Professional Skills
- Excellent Microsoft Excel skills, with relevant experience of manipulating data to identify historical trends through meaningful financial analysis
- Financial modelling skills including experience building models from scratch.
- Strong problem solving, facilitation and interpersonal skills
- Strong verbal and written communication skills, specifically business writing
- Advanced MS Excel skills and strong working knowledge of other MS Office applications, specifically PowerPoint
- Excellent problem solving, project management, facilitation and interpersonal skills.
- Excellent project management skills with the ability to produce quality work with an attention to detail
How to write Transaction Advisory Services Senior Resume
Transaction Advisory Services Senior role is responsible for financial, modeling, excel, models, research, facilitation, flexible, travel, finance, training.
To write great resume for transaction advisory services senior job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Transaction Advisory Services Senior Resume
The section contact information is important in your transaction advisory services senior 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 Senior Resume
The section work experience is an essential part of your transaction advisory services senior 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 senior 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 senior 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 Senior resume experience can include:
- Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and assist with the evaluation of the potential transaction in the context of their clients’ investment strategy
- Proven ability to develop and leverage client relationships effectively
- Years’ experience: Min 8 years post qualification experience
- Experience with a venture capital, investment banking, commercial banking, or national valuation firm
- Experience in strategy consulting, private equity, investment banking, market research, or a quantitative type of research function.
- Knowledge and experience of using Microsoft PowerPoint
Education on a Transaction Advisory Services Senior Resume
Make sure to make education a priority on your transaction advisory services senior 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 senior 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 Senior Resume
When listing skills on your transaction advisory services senior 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 senior skills:
- Financial modeling skills including experience building models from scratch.
- Experience of managing client expectations and working effectively in team
- Apply critical thinking and problem solving skills to different project-based scenarios
- An engineering aptitude combined with financial and analytical skills to provide technical valuation services.
- Established networking skills in a relevant industry
- Auditing/ corporate restructuring experience
List of Typical Experience For a Transaction Advisory Services Senior Resume
1
Experience For Transaction Advisory Services Senior Associate Resume
- Excellent verbal and written communication skills, with ability to present findings to technical and non-technical audiences in a clear and concise fashion
- Demonstrate flexibility to meet different project milestones
- Prioritize tasks assigned, to ensure the most important matters are addressed first
- Seek, develop, and present ideas to apply EY’s services
- Active CPA or in-progress is required
- Participate in financial due diligence engagements related to acquisitions by private equity investors and corporate buyers and sellers
- Perform detailed financial and trend analysis using a range of different sources including Target co annual financial statements, monthly management accounts, trial balance data, operational KPIs, and management reporting packs
2
Experience For Transaction Advisory Services Senior Infrastructure Advisory Professional Resume
- Develop and demonstrate high-level proficiency in Microsoft Excel, taking ownership of Microsoft Excel diligence workbook (learning and using RSM add-in tools during fieldwork for maximum efficiency)
- Prepare a summary of key findings identified from analysis performed, and clearly articulate conclusions for project team discussion
- Collaborate with project team to highlight key matters to be communicated to the client
- Create accurate, insightful schedules to be included in due diligence reports and client deliverables
- Perform detailed review of schedules and analysis prepared by more junior staff
- Natural curiosity with attention to detail are highly coveted
- Learn and succeed in a fast-paced environment is essential
- Travel on Firm business (within Canada and United States and occasionally overseas) for up to 25-30% of employment
List of Typical Skills For a Transaction Advisory Services Senior Resume
1
Skills For Transaction Advisory Services Senior Associate Resume
- Experience working in a fast-paced environment and ability to manage multiple projects and deadlines
- Two (2) to four (4) years of public accounting experience, required, preferably within an audit role
- Two (2) or more years of public accounting experience, required, preferably within a financial assurance role
- A proven record of excellence in audit and/or mergers or acquisitions transactions role
- Experience gained within another large professional services organization
- Previous experience in a mergers or acquisitions transactions role
- Prioritize tasks and work efficiently on highly analytical tasks
- Identifying negotiation factors for purchase price, deal structuring or termination
2
Skills For Transaction Advisory Services Senior Infrastructure Advisory Professional Resume
- Managing and directing the analytical efforts of junior team members at the Associate level on a daily basis.
- Analyzing business plans and pro-forma financial models to help identify key assumptions and drivers.
- Capital markets - including capital strategy/brokerage - property and real estate entity brokerage, raising equity capital
- Valuation - including purchase price allocation of real property or portfolios for purposes of financial or tax reporting
- Knowledgeable of technical accounting areas such as US GAAP and SEC reporting
- Perform research, financial analysis and modeling
- Demonstrate an understanding of capital project/program funding, financing and delivery mechanisms at the local, state and national levels to support analysis of client projects
3
Skills For Transaction Advisory Services Senior Consulatant Resume
- Good time management with an aptitude for working on multiple projects and stakeholders in a fast-paced environment
- Knowledge and understanding of the energy market
- Perform secondary research using a variety of sources (e.g., analyst reports, market research reports, news articles).
- Previous commercial real estate, acquisition due diligence, real estate valuation, loan underwriting, asset management, finance, or market research.
- Identify issues for purchase price negotiations, deal structuring or deal termination
- Develop more junior staff by providing candid, constructive feedback
4
Skills For Transaction Advisory Services Senior Valuation Business Valuation Resume
- Develop an understanding of RSM firm resources and how to navigate internal and external tools to complete due diligence assignments
- Gain exposure to a diverse range of industries, developing into a well-rounded business professional
- Completion or near completion of a CPA (or equivalent accounting designation)
- A self-starter who can quickly develop an understanding of the target business, its industry and its key drivers
- Confidence interacting with clients, target co management, and team members from all levels of the organization (Partners to Associates)
- Management consulting experinece
- Participate in meetings with assigned clients, as well as interested third parties
- Develop and mentor team members at the staff and intern levels
- Experience related to supply chain/inventory optimization, sourcing/procurement or sales/accounts receivable that deliver tangible results (cost reduction, increased cash flow, etc.)
5
Skills For Transaction Advisory Services Senior Resume
- Strong analytic mindset and familiarity with common analytics tools: Excel, MS Access, Spotfire/Tableau, etc.
- Make detailed assessments of industry, products, markets, competitors and customers to identify risks and opportunities.
- Proficient in the English language, including the ability to listen, understand, read and communicate effectively, both in writing and verbally, in a professional environment.
- Transaction strategy & operations - including tourism and economic advisory, risk and compliance advisory, development advisory, entity and asset strategic advisory, transactional corporate real estate
- Transaction due diligence (buy-side and sell-side/carve-out) - including lender diligence, real estate M&A diligence, real estate asset diligence, transaction closing prorations
- Good self-starter with commercial acumen
- Approximately two or more years of related work experience in the energy sector, particularly in a policy or regulatory advisory role is ideal
- Proven ability to identify issues and propose strategies and advice to clients (with supervision from manager/senior manager)
6
Skills For Transaction Advisory Services Senior Associate Resume
- Excellent command of spoken and written English language
- Enthusiastic work ethic and willingness to learn new capabilities and perform engagements in the Power & Utilities and energy markets
- A passion for the energy sector in Australia
- Familiarity with Bloomberg and CapIQ
- Assists n preparation of Client Deliverables and Analysis
7
Skills For Transaction Advisory Services Senior Infrastructure Advisory Professional Resume
- Understand engagement as it relates to client’s business
- Capable of working in a demanding, deadline-driven environment independently and within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
- Analyze large volumes of data to identify potential issues and propose the most appropriate resolutions within the context of the transaction
- Maintain the highly confidential nature of target information
- Understand and interpret the client’s needs
- Experience in a consulting environment or a financial services firm working with financial services clients, including either banking, capital markets, asset management companies and/or insurance
- Relevant work experience as an analyst or associate at a bank/investment bank
- An internationally recognized professional accounting designation, such as a CPA, CA, ACA, or equivalent; a recognized insolvency qualification would be beneficial, but is not required
8
Skills For Transaction Advisory Services Senior Consulatant Resume
- Executing various analyses (e.g., customer segmentation, market sizing, competitor analysis, macroeconomic forecasting) to support the strategic recommendations.
- Experience in similar teams (Transaction Advisory Services or Advisory Services)
- Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential
- Designing and executing in-depth interview guides with key organizational stakeholders, industry experts and customers.
- Possess an uncommon drive and entrepreneurial spirit
9
Skills For Transaction Advisory Services Senior Valuation Business Valuation Resume
- Willingness and ability to travel when necessary (approximately 25%)
- Experience in a top-tier advisory firm, infrastructure service provider, bank, relevant government agency or other relevant sector significant experience in a top-tier advisory firm, infrastructure service provider, bank, relevant government agency or other relevant sector
- Previous real estate experience in professional services/Big 4 Firm
- Previous valuation experience in professional services/Big 4 Firm
- Lean Six Sigma or PMP certifications
10
Skills For Transaction Advisory Services Senior Resume
- Achievement of or significant progress towards a CFA or ASA
- CFA or CPA certification or significant progress towards these certifications.
- Achievement of or significant progress towards a CFA
- The ability to create robust and flexible tools and reports based on client’s operational and financial information
- Commit to developing knowledge. Use technology to continually learn, share knowledge with team members, and enhance service delivery, including full understanding of EY’s tools/software
- Identifying critical post-closing matters to be addressed to ensure improvements in profitability and cash flows
- Bring potential opportunities to the team’s attention
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