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VICE PRESIDENT, TRANSACTION ADVISORY SERVICES (FDD) - MULTIPLE LOCATIONS

Houlihan Lokey • Dallas, TX 75201 • Posted 1 day ago

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In-person • Full-time • $145,000-$180,000/yr • Senior Manager

Job Highlights

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The Vice President of Transaction Advisory Services at Houlihan Lokey will lead buy-side and sell-side transaction advisory engagements, manage team members, and cultivate relationships with key clients. This role involves performing M&A financial due diligence, developing operational insights using data & analytics, and collaborating with corporate finance, valuation, and financial restructuring colleagues. The position is based in New York, Dallas, Chicago, Houston, or Boston and requires a minimum of 6 years of financial due diligence experience, preferably with a Big 4 firm.

Responsibilities

  • Lead buy-side and sell-side transaction advisory engagements
  • Drive discussions with senior client executives and target management
  • Manage team members (Analysts and Associates) on engagements
  • Cultivate and deepen relationships with key clients
  • Assist MD with strategic pitching and business development initiatives
  • Review target company financial information and other data to identify historical and projected financial and operating trends, quality of earnings, working capital and net debt considerations, and potential liabilities and risks
  • Develop operational insights utilizing data & analytics
  • Draft and review tailored transaction advisory reports
  • Review financial models including database systems
  • Develop professional network and relationships with firm, client, and target professionals
  • Review transaction agreements, customer and supplier contracts and develop valuation considerations
  • Collaborate closely with corporate finance, valuation and financial restructuring colleagues

Qualifications

Required

  • Undergraduate degree from an accredited institution
  • 6+ years of financial due diligence experience, preferably with a Big 4 firm
  • CPA

Preferred

  • Highly motivated with an exceptional work ethic
  • Demonstrated professional achievement and client service excellence
  • Healthcare transaction advisory experience
  • Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
  • Strong analytical abilities
  • Exceptional verbal and written communication skills
  • Strong command of Microsoft Word, Excel, and PowerPoint
  • Familiarity with Tableau, Alteryx and data analytics packages

Full Job Description

Business Unit:Financial and Valuation AdvisoryIndustry:TAS - Transaction Advisory ServicesHoulihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.Transaction Advisory ServicesHoulihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting. Leveraging data-based insights, strong technical knowledge and industry experience, the TAS team supports clients in M&A, strategic transformations and capital markets endeavors.Drawing on Houlihan Lokey’s market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.Job Purpose:The open position is for a VP based in our New York, Dallas, Chicago, Houston or Boston office within the Transaction Advisory Services practice (including the following industries technology, business services and industrials, financial services and healthcare). As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals on an investment banking platform. Houlihan Lokey is the only investment bank that has a dedicated TAS practice which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader corporate finance and capital markets businesses. You will develop and extend your financial, business development, and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies while greatly increasing your professional network.Responsibilities & Deliverables:Lead buy-side and sell-side transaction advisory engagementsDrive discussions with senior client executives and target managementManage team members (Analysts and Associates) on engagementsCultivate and deepen relationships with key clients in addition to assisting MD with strategic pitching and business development initiativesReview target company financial information and other data to identify:Historical and projected financial and operating and commercial trendsQuality of earningsWorking capital and net debt considerations, andPotential liabilities and risks which impact valuation and negotiation of the target companyDevelop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a companyDraft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and post-transaction working capital analysisReview financial models including database systemsDevelop professional network and relationships with firm, client and target professionalsReview transaction agreements, customer and supplier contracts and develop valuation considerationsCollaborate closely with corporate finance, valuation and financial restructuring colleaguesBasic Qualifications:Undergraduate degree from an accredited institution6+ years of financial due diligence experience (or a combination with audit experience, which must include at least 4 years of financial due diligence), preferably with a Big 4 firmCPAPreferred Qualifications:Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionalsDemonstrated professional achievement and client service excellenceHealthcare transaction advisory experienceStrong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues Strong analytical abilitiesExceptional verbal and written communication skillsStrong command of Microsoft Word, Excel, and PowerPointFamiliarity with Tableau, Alteryx and data analytics packages preferred (but not required)Ability and desired willingness to travelSalary RangeHoulihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:$145,000.00-$180,000.00Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.SummaryLocation: New York, NY, USA; Boston, MA, USA; Chicago, IL, USA; Dallas, TX, USA; Houston, TX, USAType: Full time