Vice President, Transaction Advisory Services, Financial Due Diligence (FIG/FinTech) - National
Company: Houlihan Lokey
Location: Chicago
Posted on: May 28, 2023
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Job Description:
Business Unit:
Financial and Valuation Advisory
Industry:
TAS - Transaction Advisory Services
Houlihan Lokey (NYSE:HLI) is a global investment bank with
expertise in mergers and acquisitions, capital markets, financial
restructuring, transaction advisory services and valuation. The
firm serves corporations, institutions, private equity firms and
governments worldwide with offices in the United States, 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. Houlihan Lokey is the
No. 1 M&A advisor for the past six consecutive years in the
U.S., the No. 1 global restructuring advisor for the past seven
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 Services
Houlihan 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:
We are excitingly growing our TAS practice focusing on Financials
and Fintech at the Vice President level. This is a unique
opportunity to join us as a foundational hire that will have a
significant impact on growing our market share and team
overall.
Our team of diligence professionals is comprised of former Big Four
CPAs and transaction accounting professionals with experience
working across all our industry verticals. Drawing on Houlihan
Lokey's market leadership in middle-market corporate finance
transactions and competitive intelligence, our diligence team
provides candid, unbiased, and rigorous support on the accounting
and financial matters most impacting deal value.
You will collaborate with a highly talented and dedicated group of
M&A professionals, providing broad exposure to transactional
issues affecting businesses within the M&A market today. We
offer a unique opportunity to work in a variety of industries on an
investment banking platform, providing exposure to the broader
corporate finance industry and capital markets. You will develop
and extend your financial and interpersonal skills as you perform
M&A financial due diligence related to the purchase and sale of
private and public companies.
Responsibilities & Deliverables:
* 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 in addition
to assisting MD with strategic pitching and business development
initiatives
* Review target company financial information and other data to
identify:
* historical and projected financial and operating and commercial
trends
* quality of earnings
* working capital and net debt considerations, and
* potential liabilities and risks which impact valuation and
negotiation of the target company
* Develop operational insights utilizing data & analytics in order
analyze the drivers of profitability and evaluate key risks and
opportunities of a company
* Draft 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 analysis
* 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
Basic Qualifications:
* Undergraduate degree from an accredited institution
* 6+ years of financial due diligence experience with a Big 4 firm
(or a combination with audit experience, which must include at
least 3 years of financial due diligence)
* CPA
Preferred Qualifications:
* Highly motivated with an exceptional work ethic, and a
demonstrated ability and desire to work cooperatively with team
members and client professionals
* Demonstrated professional achievement and client service
excellence
* Demonstrated understanding and application of capital markets and
valuation concepts
* 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
preferred (but not required)
* Ability and desired willingness to travel
Salary Range
Houlihan 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-$180,000.00
Actual 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.
Keywords: Houlihan Lokey, Chicago , Vice President, Transaction Advisory Services, Financial Due Diligence (FIG/FinTech) - National, Accounting, Auditing , Chicago, Illinois
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