TAS Value Creation Sr Assoc

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Job Synopsis:

RSM USI is seeking a Transaction Advisory Services Value Creation Senior Associate who will work closely with our onshore and offshore team members to deliver TAS Value Creation services (e.g., pre-close due diligence focused on standalone cost modeling, synergy assessments and pro forma analysis) to both corporate and private equity clients in the middle-market. This is an exciting opportunity to join an established, practice that is experiencing exceptional growth.

Minimum Entry Requirements:

• Relevant experience from Big 4 or similar consulting background.
• Chartered accountant, CPA, or MBA – finance.
• Approximately 2-5 years of related work experience (e.g., financial, or operational due diligence, management consulting, investment banking, private equity, or strategy / corporate development experience).
• Candidates with prior (pre-close) experience in mergers and acquisitions (“M&A”) consulting (e.g., advisory, strategy, management) and/or direct deal experience (e.g., private equity, corporate development, separations/divestitures, combinations/integrations, standalone and integrated cost modelling) may have preferred skillsets.
• Pre-close deal experience with onshore teams including data room management, document request list preparation, management meeting preparation, workbook analysis (e.g., synergy assessments, standalone cost models, pro forma adjustments, etc.), financial and operational due diligence reports, client calls and engagement team calls.
• Superior verbal and written communication skills with attention to detail and delivery methods.
• Understanding of financial statements, key concepts, and analysis.
• Familiarity with U.S. GAAP accounting standards.
• Strong interest in coaching and developing team members by disseminating knowledge and experience.
• Self-starter with the ability to work independently / with limited direction when necessary.
• Understanding of key business functions (e.g., legal, accounting, HR, IT, etc.) in an operational due diligence context.
• Ability to analyze and understand company specific legal and employee structures, organizational frameworks, operational capabilities, and go-to-market strategies.
• Strong analytical skills including operational and financial modeling and analysis, as well as benchmarking.
• Perform sensitivity and other financial analysis around synergy and pro forma cost savings initiatives to provide insights.
• Ability to identify key business trends and drivers, comprehend industry specific analyses, interpret key operational performance indicators and connect key consideration across functional due diligence works stream (e.g., IT/Cyber, HR, Risk, etc.).       
• Experience reading and assessing Transition Service Agreements (TSAs) or similar agreements/arrangements from a financial and operational advisory perspective.
• Experience with developing and supervising staff both on engagements and in their career.
• Advanced MS Excel, PowerPoint, and Word skills, with the ability to build skillful presentations.
• Up to date with the mergers & acquisitions space, transaction advisory services, and Private Equity Groups (PEG).
• Possess a high degree of integrity and confidentiality.
• Strong skillset in critical thinking, problem identification and resolution, as well as general process improvement.

Position Responsibilities:

• Support buy- or sell-side private equity or corporate clients in the mergers and acquisitions areas such as synergy capture, cost reduction, and standalone modeling.
• In close collaboration with VC RSM offshore and onshore team, evaluate and validate EBITDA improvement opportunities by rapidly absorbing and analyzing data, and synthesizing hypotheses that result in growing the top line or reducing cost.
• In close collaboration with VC RSM offshore and onshore team, perform multi-faceted quantitative analyses on standalone or carve-out targets from virtually every industry.
• Process financial and operational data into Excel workbook analyses that provide valuable insights to onshore team and support project objectives and goals.
• Present substantiated and visually compelling analysis in Excel and PowerPoint.
• Leverage research tools to benchmark performance and uncover market insights and trends.
• Prepare and update document request lists and management meetings/working sessions agendas.
• Review and tie out client reports and datapacks to ensure accuracy of reported numbers and concepts.
• Remotely work and coordinate with RSM professionals, supervisors, and senior management in the U.S. daily (business days), including some early morning and late evening conference calls.
• Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed onshore team and client expectations.
• Lead teams to generate a vision and establish direction.
• Motivate team members by creating an atmosphere of trust, leveraging diverse views, and coaching staff.
• Assist in the development of junior team members as the TAS Value Creation team expands at the USI
• Demonstrate proficient knowledge of technology tools (e.g., advanced Excel or data analytics tools like Alteryx, etc.) which may be required within assigned responsibilities.
• Able to work in a fast-paced, value-driven deal environment, offering tremendous opportunities for learning and growth.

Key Skills to Accelerate Career:

• Evaluated as an exceptional performer in current position.
• Excellent interpersonal and communication skills to interact effectively and confidently with internal and external stakeholders (e.g., onshore teams and clients).
• Makes significant time investments in communicating with onshore team.
• Demonstrates a self-starter attitude and takes ownership of deliverables (both internal initiatives and external work products).
• Able to work within tight deadlines and take responsibility for getting the job done in a timely manner.
• Familiarization with the Financial Due Diligence process and related terminology and deliverables.
• Collaborates across existing RSM USI solutions sets to leverage best practices and for pull-through sale opportunities.
• Embraces and supports the RSM’s first-choice advisor culture by consistently demonstrating the 5C characteristics (we are caring, curious, collaborative, courageous, critical thinkers).

You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Experience RSM. Experience the power of being understood.