Director - Transaction Advisory Services

COMPANY BACKGROUND:

FTI is a specialized business consulting firm that advises major corporations, financial institutions and law firms on their most critical issues, such as financial and operational improvement, major litigation, mergers and acquisitions, and regulatory challenges. Founded in 1982 to provide forensic engineering and scientific services for clients in the insurance, legal, manufacturing and utility industries, FTI now offers services in Corporate Finance, Economic Consulting, Technology, Forensic and Litigation Consulting and Communications.  The company went public in 1999 and is traded on the NYSE (FCN) with $1B in revenue and approximately 2,400 employees worldwide.

The FTI Corporate Finance division focuses on strategic, operational, financial and capital needs of businesses.  They address the full spectrum of financial and transactional challenges faced by companies, boards, private equity sponsors, creditor constituencies and other parties-in-interest. 

The FTI Transaction Advisory Services (TAS) practice within the Corporate Finance division helps clients maximize value and minimize risk during the acquisition process.  They offer comprehensive financial, accounting and tax due diligence advice and support in evaluating the risk/return considerations of the deal.  Combining financial accounting, investment banking, tax, valuation and SEC regulatory expertise with deep industry experience, the TAS advisors provide and manage a complete range of merger integration and acquisition services. They represent buyers, sellers and lenders and aim to deliver hands-on support to their clients throughout the deal continuum.

BASIC FUNCTION: 

The Director will be a critical team member to help execute client engagements.  S/he will be responsible for leading the client team (normally made up of a Director, a Senior Consultant and/or a Consultant), delegating tasks, handling all elements of execution and helping manage the client relationship on each assignment.  The role also carries Business Development responsibilities --- with a target of introducing new client prospects, attending industry events, and cross-selling other FTI services.  Qualified candidates will view themselves as having superior leadership and technical skills, excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients.

RESPONSIBILITIES:

The Director will be responsible for helping clients on assigned engagements through every aspect of the deal continuum with the following overview of integrated service offerings:

-  Financial and accounting due diligence

-  Tax due diligence and document review

-  Valuation assessments

-  Purchase Price disputes

-  Background investigations

-  Mergers and Integrations support including tax-efficient restructuring

The Director will handle the full range of transaction advisory work including services for Buyers, Sellers, and Lenders, including (but not be limited to):

-  Initial evaluations, scope, budgeting and resource management

-  Detailed due diligence

-  Critical decision making

-  Status updates with the client deal team

-  Report writing

-  Follow up communications with other transaction participants

-  Collateral analysis

-  Portfolio monitoring

-  Purchase price allocations

-  SEC reporting issues

The Director may also participate, depending on level of experience and expertise, with:

-  Transaction structuring

-  Purchase price allocations

-  Transition services agreements

-  Merger integration

As an essential senior member of the TAS team, the Director will ensure that client projects are executed in a timely fashion and that client expectations are met, if not exceeded.

The successful candidate will be able to envision and lead the execution of strategies and tactics that fully leverage the firm’s other capabilities beyond the TAS service offerings.

The Director will set standards for quality/consistency and bring a sophisticated approach to the business.

Willingness to travel as necessary.

The Director’s prospects for advancement to Managing Director is dependent on the level of incremental revenues sourced by the Director, in addition to the Director’s contribution to the management and growth of the TAS practice. 
 

CANDIDATE EXPERIENCE:

Minimum 2-4 years experience in the Transaction Advisory area within the Consulting or Big 4 industry, with an emphasis in auditing, accounting and overall financial statement analysis.

Results Orientation: Strong track record of delivery with strong reputation as a reliable TAS specialist, able to meet clients’ needs with great attention to detail.

Strategic Orientation:  Candidates must have highly developed business acumen as their primary orientation and be readily able to engage in broader business issues.

Influencing and Partnering: A change agent who is able to point to a strong track record of delivery in organizations where they led TAS teams and have an engaging, energizing and collaborative personal style. 

Personal Motivation:  An ambitious and entrepreneurial character that thrives in fast-paced environments and has a hands-on attitude with an ability to transform ideas into reality through execution.

Ability to develop creative approaches and the solutions necessary to resolve complex problems.

Ability to quickly assimilate relevant information in unfamiliar situations. Very action focused, flexible and responsive.

Excellent listening, verbal, written and presentation communication skills.

Excellent analytical and organizational skills and strong influencing skills.

Expertise with creating PowerPoint presentations.

Strong leader who is a player–coach and is viewed by colleagues as a good mentor.

Positive role model who will help and stand-up for team members as they balance work and personal commitments. 
 
EDUCATION:

A Bachelor’s degree in Accounting, Finance or Economics required.  Certified Public Accountant certification required.

 Strong Excel and Powerpoint skills necessary.