Financial Due Diligence - Director - Transaction Advisory - Canada

Alvarez & Marsal

3mo ago

Job
Full-time
Senior & Expert Level
Banking & Finance
Toronto

AI generated summary

You must lead financial due diligence teams, manage client relationships, recruit and mentor staff, identify risks, and generate comprehensive reports for mergers and acquisitions. Be a driving force in business development and always prioritize client satisfaction.
You will mentor and lead a team, engage with clients and lenders, manage due diligence projects, analyze financial data, communicate regularly with clients, recruit and develop team members, and contribute to sales and business development efforts.

Requirements

Counsel and mentor Associates, Senior Associates and Managers.
Effectively lead the team in conversations with clients and lenders.
Manage and prioritize team responsibilities and proactively consult with Managing Directors and senior members of the team as appropriate.
Oversee all aspects of deals with limited guidance from Managing Directors.
Manage multiple chargeable and non-chargeable projects of varying size and complexity.
Identify potential transaction risks and implement strategies to address risks.
Generate a full due diligence report.
Lead the Quality of Earnings, P&L and Working Capital analyses.
Communicate regularly with clients regarding engagement matters (e.g., billing, status updates, preparation of scope of procedures, scope changes, request lists).
Effectively manage day-to-day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.
Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
Help engagement executives in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).
Proactively recruit, train, and develop individuals of all levels for TAG.
Engage in training initiatives, including developing and teaching courses as appropriate
Display a core understanding of all TAG services (FDD/ODD) and strive to cross-sell TAG and other A&M services, as opportunities arise.
Abides by risk management guidelines and engagement review memo procedures.
Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.
Assist Managing Directors and Senior Director in sales and business development efforts.
Contribute to sales pursuits by generating new client business and/or adding on business from current client.
Appropriately manage engagement risk and potential client or engagement issues.

Responsibilities

Counsel and mentor Associates, Senior Associates and Managers.
Effectively lead the team in conversations with clients and lenders.
Manage and prioritize team responsibilities and proactively consult with Managing Directors and senior members of the team as appropriate.
Oversee all aspects of deals with limited guidance from Managing Directors.
Manage multiple chargeable and non-chargeable projects of varying size and complexity.
Identify potential transaction risks and implement strategies to address risks.
Generate a full due diligence report.
Lead the Quality of Earnings, P&L and Working Capital analyses.
Communicate regularly with clients regarding engagement matters (e.g., billing, status updates, preparation of scope of procedures, scope changes, request lists).
Effectively manage day-to-day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.
Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
Help engagement executives in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).
Proactively recruit, train, and develop individuals of all levels for TAG.
Engage in training initiatives, including developing and teaching courses as appropriate
Display a core understanding of all TAG services (FDD/ODD) and strive to cross-sell TAG and other A&M services, as opportunities arise.
Abides by risk management guidelines and engagement review memo procedures.
Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.
Assist Managing Directors and Senior Director in sales and business development efforts.
Contribute to sales pursuits by generating new client business and/or adding on business from current client.
Appropriately manage engagement risk and potential client or engagement issues.

FAQs

What industries will I work with in this role as a Director of Financial Due Diligence?

In this role, you will work with industries such as manufacturing, distribution, consumer, retail, restaurants, business and industrial services, healthcare, software & technology, energy, and financial services.

What is the focus of the integrated due diligence approach you will provide to clients?

The integrated due diligence approach goes beyond traditional quality of earning analyses and focuses on key value drivers for sponsors and lenders. It combines operational, functional, and industry expertise with financial accounting and tax services to drive value throughout the investment lifecycle.

Alvarez & Marsal

Leading global professional services firm

Consulting

Industry

5001-10,000

Employees

1983

Founded Year

Mission & Purpose

Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) when conventional approaches are not enough to drive change and achieve results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. A&M’s leadership is about a bias towards action and the willingness to tell clients what we think is needed. Our restructuring heritage sharpens our ability to act decisively. Clients select us for our deep expertise and ability to create and deliver practical, rather than theoretical, solutions to their unique problems in addition to our independence/objectivity. These are the core differences that distinguish us from other management consulting firms. With over 8,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, help organizations transform operations, catapult growth and accelerate results through decisive action. Comprised of experienced operators, world-class consultants, former regulators and industry authorities, A&M leverages its restructuring heritage to turn change into a strategic business asset, manage risk and unlock value at every stage of growth.