VP, Transaction Execution Services #NK24

Vice President, Transaction Execution Services 

Employer: Accordion Partners, LLC

Job location: Santa Monica, CA

• Prepare companies for sale and support them throughout the deal process;
• Work with company management, private equity deal, and operating teams, investment bankers, and other third parties to support the development of any equity story and other go-to-market materials;
• Utilize both Excel and business intelligence tools to develop a variety of granular financial, operational, and business segment analysis (profitability, trending, etc.);
• Analyze, quantify, and validate deal-related assumptions, including synergies, add-backs, pro forma financials;
• Manage and/or support the development and population of an investor-ready data room; 
• Work with CFOs and their teams, respond to due diligence and other deal-related questions from either financial (private equity) or strategic buyers.
• Assist private equity firms and their portfolio companies on a variety of corporate development activities: Project manage the end-to-end process of add-on acquisitions; Perform a variety of due diligence activities; Develop financial analysis, including deal, merger, and valuation models; Prepare deal memoranda and other documents for key stakeholders; Execute merger integration planning and post-merger execution services.
• Provide leadership support on client engagements including managing work streams to agreed timelines, performing quality control of client deliverables and leading the presentation of deliverables.
• Perform detailed analysis and synthesize actionable insights from data sets and unstructured information sources.
• Ensure that finance and accounting teams perform the following: Data room population; Preparation of supporting financial analysis and schedules; Response to ongoing diligence requests; and coordination of timelines, financial schedules and work streams to ensure a smooth transaction for financial matters; and, Prepare and present financial presentations for client proposals and thought leadership materials. Position supervises one subordinate Associate, Transaction Execution Services.

Requirements

• Bachelor’s degree in Finance, Economics or a related field and 6 years of experience performing transaction advisory services at a private equity firm, investment bank, consulting firm, or corporate development group. In the alternative, the employer will accept a Master’s of Business Administration (MBA) and 4 years of experience performing transaction advisory services at a private equity firm, investment bank, consulting firm, or corporate development group.
• Domestic travel required up to 20% of time, once every 2-3 months, to client sites.
• Experience must include the following, which may be gained concurrently:
  • 4 years of experience performing extensive financial analyses, including valuation and transaction models and cash flow analysis;
  • 4 years of experience utilizing excel and business intelligence tools to develop a variety of granular financial, operational, and business segment analysis (profitability, trending, etc.);
  • 4 years of experience performing business and financial due diligence;
  • 4 years of experience evaluating and benchmarking transaction structures and deal terms;
  • 4 years of experience leading financial projects with multiple complex workstreams with company management, private equity teams, investment bankers, and other third parties;
  • 4 years of experience analyzing and explaining financial statements, pro forma financial statements, and financial restatements typically in connection with transactions;
  • 4 years of experience preparing and presenting board and client presentations;
  • and 4 years of experience participating in client pitch engagements and business development initiatives.

Salary: $200,000-$210,000/year. Apply online at https://www.accordion.com/careers/current-openings. Reference: #NK24

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