Role details

Vice President - Financial Advisory Services

Atlanta   •  Permanent

Bullet points

  • Investment Banking
  • Financial Advisory Services

About Our Client

Our client is a highly successful Investment Bank which ranked as the No. 1 U.S. M&A fairness opinion advisor over the past 10 years.

They have a global presence but remain an IB Boutique at heart which offers:

Transaction Opinions, Transaction Advisory Services, Forensic Services, Portfolio Valuation & Advisory Services, and Financial Consulting.

Job Description

The Vice President in the Financial Advisory Services business will be a fully integrated member of engagement teams, which can range in size from two to five members and comprise a combination of Managing Director, Director, Senior Vice President, Vice President, Associate, and Financial Analyst.

As a Vice President, the primary activities will include overall project management; presenting analyses and conclusions internally to review committees and externally to the senior management, auditors, and tax advisors of clients; acting as the lead professional on engagements-managing the day-to-day tasks of projects and serving as a principal contact with client personnel; managing client deliverables; reviewing valuation and other financial models; leading due diligence meetings; directing the efforts of Associates and Financial Analysts; negotiating engagement documents; leading and assisting with sales and marketing initiatives; networking with prospects to build revenue producing relationships; and business development.

The Successful Applicant

Candidates must have a strong knowledge of accounting and applied financial theory, keen analytical capabilities, and excellent verbal and written communication skills. At least 5 years in a similar field are required for this role.

ASAs, CPAs, and CFAs are preferred. Ideal candidate will have experience as a consulting/audit firm manager providing valuation opinions. Big 4 experience a plus.

The client is looking for a senior manager-level professional with experience in valuation and business development.

What's on Offer

Highly attractive compensation package.

Apply for this job

Click the Apply or LinkedIn button below or contact Sidney Baumgartner quoting job reference 1214487
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