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Transaction Services Manager

Company: CTI Education Group
Location: Irvine
Posted on: November 18, 2021

Job Description:

Transaction Services ManagerMoss Adams. 3.6 - Irvine, CA. Moss Adams brings more West to business. At Moss Adams, we're excited by the greatness of possibility and the extraordinary potential for companies and individuals to prosper. We provide the world's most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. Introduction to the team. Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.. Responsibilities:. Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries. Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members,. Coordinate services as needed with other practice areas of the firm. Build relationships with existing clients, including involvement in networking and business development activities. Provide both leadership and supervision to Staff and Seniors. Qualifications:. Bachelor's degree with a major in accounting or related field required. Minimum of 4 years of related experience required. Proven experience leading transaction services or Assurance/External Audit engagement teams at a large national professional services firm preferred. CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment. Minimum of 2 years of supervising and training experience. Must have the ability to analyze complex business and transaction situations. Strong motivation to meet client deadlines and provide excellent client service. Proven experience in managing multiple client engagements simultaneously and learning new business quickly. Strong project management and organizational skills. Strong presentation skills and marketing abilities required. Must be willing and able to travel to client locations up to 50%. Excellent interpersonal and verbal & written communication skills. Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.. Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.. Thousands of employers search for candidates on Indeed. Yes. -. I plan to apply. -. No, I don't intend to applyStrong Microsoft Excel skills

Keywords: CTI Education Group, Irvine , Transaction Services Manager, Executive , Irvine, California

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