Healthcare Transaction Advisory Director overseeing financial due diligence for buy-side and sell-side transactions. Leading engagements with private equity funds and strategic buyers for Elliott Davis.
Responsibilities
Lead buy-side and sell-side healthcare transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds, and strategic buyers
Perform quality of earnings, quality of revenue, debt and debt-like, working capital analysis
Develop an understanding of the client’s business, recognize and evaluate key performance drivers, operational trends and developments of target companies
Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations
Communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
Ability to lead an engagement and provide real-time feedback and guidance to clients to ensure timely and efficient product delivery
Create a collaborative team environment, motivate, and develop team through communication and actions
Lead and participate in people development and business development efforts
Provide timely, high quality client service that meets or exceeds expectations
Lead conversations with teams, clients and stakeholders to build trust
Identify performance improvement opportunities and recommend creative solutions to complex issues
Be growth motivated, own client relationships and oversee engagement economics and management of resources
Collaborate with other Elliott Davis team members
Opportunity to engage in business development as a manager and early exposure to participating in the growth of the practice
Requirements
A minimum of five years of relevant transaction advisory services experience, and at least 10+ years of relevant overall professional experience
Bachelor’s degree from an accredited college/university
Current licensed CPA
Big 4, National or large regional firm experience preferred
Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space
Excellent verbal and written communication skills
Aptitude towards business development
Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project
Ability to thrive and adapt in a fast-paced, dynamic environment
Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues
Ability to manage multiple responsibilities simultaneously (multi-task)
Superior client service focus
Ability to travel to client locations as required
Benefits
generous time away and paid firm holidays, including the week between Christmas and New Year’s
flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
first-class health and wellness benefits, including wellness coaching and mental health counseling
one-on-one professional coaching
Leadership and career development programs
access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally
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