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Professional Services • Financial Services
Support buy- and sell-side transaction work by conducting operational due diligence, cost and synergy assessments, and Day 1/100-day planning. Develop integration/separation plans, track value capture initiatives, prepare client deliverables, perform quantitative/qualitative analyses, and coordinate cross-functional teams to drive post-close execution and operational improvements.
Top Skills:
ExcelMicrosoft Powerpoint
Professional Services • Financial Services
As a Financial Due Diligence Director, you will lead and manage buy-side and sell-side transactions, overseeing the financial due diligence process, developing client relationships, and mentoring staff. You will analyze data, draft reports on business performance and work towards achieving sales and billing targets while collaborating with cross-functional teams.
Top Skills:
GaasSec ReportingUs Gaap
Professional Services • Financial Services
The IT Category Manager will lead sourcing negotiations for IT services, manage supplier relationships, and implement procurement best practices while achieving cost savings and improving processes.
Top Skills:
AdoAribaMicrosoft Enterprise Licensing AgreementsPower BISap Ariba
Professional Services • Financial Services
Lead design, delivery, and governance of global Microsoft Dynamics CRM and Power Platform solutions. Architect integrations and data migration patterns for ERP and M&A, manage distributed technical teams and vendors, ensure SDLC compliance, testing, releases, security, and a forward-looking Dynamics roadmap to support enterprise-scale CRM transformations.
Top Skills:
APIsAzure Integration ServicesData Migration ToolsDataverseErp IntegrationEvent-Driven ArchitectureMicrosoft Dynamics 365Microsoft Dynamics CrmMiddlewarePower AppsPower AutomatePower Platform
Professional Services • Financial Services
Manage day-to-day administration of firm health, welfare, and retirement plans; partner with vendors, payroll, HRIS and leaders; support compliance (including 5500s, nondiscrimination testing), open enrollment, reporting, vendor management, and participant communications. Mentor staff and deliver high-touch benefits service.
Top Skills:
401(K) Recordkeeping/Tpa SystemsHrisMs Office (Excel)Payroll Systems
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Professional Services • Financial Services
Lead and execute a global analyst relations program: shape analyst narratives, build relationships with firms (Gartner, Forrester, IDC, Everest, TBR), influence evaluations (Magic Quadrant, Forrester Wave, IDC MarketScape), prepare executives, set KPIs, manage budgets/subscriptions, and partner cross-functionally to align analyst, media, and investor messaging.
Professional Services • Financial Services
Lead and grow a Value Creation practice serving private equity and investment clients. Drive business development, oversee multiple engagements, mentor teams, implement high-impact value creation strategies, and align account growth with firm objectives. Support proposal development, meet commercial goals, and integrate value creation into broader deal advisory.
21 Days AgoSaved
Professional Services • Financial Services
Provide state and local tax (SALT) M&A advisory including buy-side and sell-side tax due diligence, tax-efficient transaction planning, tax attribute analyses (including IRC §382), remediation and internal control implementation, and client communication. Collaborate with transaction services, prepare written analyses, review tax aspects of financial models and transaction documents, and support responses to tax authorities.
Top Skills:
Spreadsheet ModelingTax SoftwareUs Gaap
Professional Services • Financial Services
Lead and expand the Value Creation practice for PE, hedge fund, and investment banking clients. Drive business development, oversee multiple engagements, deliver measurable value creation, mentor staff, integrate insights into deal advisory, and support practice growth and client account strategy.
Professional Services • Financial Services
Lead and manage global indirect tax software implementations and ERP integrations (Vertex, Avalara, Sovos, SAP, Oracle, etc.). Own requirements gathering, design, build, testing, documentation, and go-live support. Manage custom interfaces, lead project teams, contribute to proposals and sales, and build client relationships while ensuring project delivery and staff development.
Top Skills:
AdpAvalaraBillsoftGreat PlainsJd EdwardsOracleOracle EbsOracle Erp CloudPeoplesoftSAPSap AbapSap NamespaceSovosThomson ReutersVertexWorkday
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