Transaction Advisory Senior Manager – Technology

Transaction Advisory Senior Manager – Technology

Looking to work in a dynamic, rapidly growing, Transaction Advisory practice within a firm that encourages a work life balance?

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. 

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

We are currently accepting applications for a Senior Manager in Transaction Advisory that will support our firm nationwide and will focus on technology deals. The Senior Manager should be based out of our San Francisco office or located in the greater San Francisco Bay Area. As a Senior Manager you will be a vital member of the team managing and executing financial diligence project work. You will:  

• Manage and coordinate financial due diligence engagements
• Coordinate with client management on diligence focus areas and provide real-time communications of issues and deal considerations
• Conduct discussions regarding business performance and deal issues with senior management of target companies
• Create and tailor analyses of target financial data to identify valuation, operational and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows
• Write and review reports that set out our findings and recommendations around the key financial and business issues in a transaction
• Work closely with other project members from Withum advisory teams in tax, IT, cybersecurity and performance improvement
• Identify integration, separation and post-transaction transition issues
• Engage in relevant marketing and business development activities
• Develop and mentor other team members and contribute to the ongoing development of M&A best practices

 Skills and attributes for success:

• Project management of financial due diligence engagements
• Ability to analyze financial and operational results of businesses to be acquired or sold through reviewing accounting records, understanding the drivers of the business and conducting interviews with management
• Ability to train and mentor staff and contribute to the growth of the team’s Transaction Advisory skills
• Constantly researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients
• High competencies with data interrogation techniques using excel and other software packages

To qualify for the role you must have:

• A bachelor’s degree in Accounting or Finance and 7+ years of related M&A work experience; supported by an active CPA certification
• Significant public accounting experience
• Excellent analytical skills and the confidence to translate complex data into meaningful insights
• The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
• Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally
• Must be willing and able to travel up to 40% on short notice

Ideally, you’ll also have  

• A proven record of excellence in a merger & acquisitions transactions role
• Experience gained within another large professional services organization
• Established networking skills in a relevant industry

Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

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