Vice President, Transaction Advisory Services, Financial Due Diligence (FIG/FinTech) - National

Company: Houlihan Lokey
Location: Chicago
Posted on: May 28, 2023

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