Financial Due Diligence

5 months ago


Calgary, Canada RSM US LLP Full time

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.
- RSM is seeking for a Transaction Advisory Services Manager who will work closely with our clients we serve, Directors, C-level leadership, and other team members to provide financial and operational analysis of US and international businesses for our clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance.

**Responsibilities**
- Performs financial due diligence for clients who are acquiring or selling businesses
- Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
- Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
- Participates in our consumer products industry teams and more specifically supports the design and execution of food and beverage industry materials and engagement tools
- Uses various software tools as designated by the firm, including analytic tool sets that expand traditional diligence offerings
- Interacts with the other functional areas of the practice including tax, audit and other consulting practices
- Assists in preparing proposals and engagement letters
- Represents the firm in community activities and professional association

**Basic Qualifications**
- A bachelors degree
- Minimum of 6 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
- Significant experience in advising clients within the food and beverage industry
- Experience leveraging analytical tools (Altryex, PowerBi, Tableau etc.) within a diligence framework to support broader business analyses
- Supervision / Team Leadership experience
- Ability to direct and manage client engagements
- Excellent verbal and written communication skills
- Proficient with Microsoft Excel and Microsoft PowerPoint
- Ability to travel 25-30% overnight

**Preferred Qualifications**
- CPA certification
- Networking and communicating with C-level executives
- Strong project management skills
- Evaluated as exceptional performer in current position
- Possess a good balance of strong audit skills and business acumen
- Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm
- Ability to be a self-starter and to be confident when interacting with clients and asking questions
- Able to work within tight deadlines and take responsibility for getting the job done in a timely manner

Compensation Range: $96,000 - $163,500

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.


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