Transaction Services Associate Director

Posted:
7/24/2024, 5:00:00 PM

Location(s):
Massachusetts, United States ⋅ New York, New York, United States ⋅ Boston, Massachusetts, United States ⋅ New York, United States

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Finance & Banking ⋅ Sales & Account Management

Workplace Type:
Hybrid

JOB REQUISITION

Transaction Services Associate Director

LOCATION

NEW YORK CITY

ADDITIONAL LOCATION(S)

BOSTON

JOB DESCRIPTION

You Belong Here  

The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture.  We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver.   

   

At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. 

 

Where We Need You 

Protiviti is looking for a Mergers & Acquisitions Associate Director to join our growing team.  

 

What You Can Expect 

As an Associate Director, you'll take a lead role in strengthening our relationships with clients and providing seamless guidance in the completion of engagements. You'll partner with our strategic clients to manage risk associated with mergers & acquisitions.  You'll develop strategies to solve complex business problems using new ways of thinking, and devise solutions to support your clients' needs through analytics, automation or the latest tools and methods.  

You’ll develop new projects, help identify new business, and build lasting relationships with clients and within the community as you serve as an ambassador of Protiviti in the market. You will also be a mentor and provide growth and development to teams as you oversee the successful completion of project work plans.  

 

What Will Help You Be Successful 

  • You enjoy leading and assisting clients through key transactions activities as part of an integration, divestiture, carve-out and/or merger 

  • You are passionate about building trusted relationships with C-level executives and providing exceptional experiences that translate to additional project work. 

  • You have an inherent interest in project management and team leadership.  

  • You promote a positive team culture that fosters open communication among all engagement team members.  

  • You create development opportunities for others, including participating in the creation and rollout of training, and ways for your team to improve our clients and communities. 

  • You enjoy discovering prospective project work with current and potential clients through networking, knowledge-building, and client interactions. 

  • You excel at identifying opportunities to integrate product solutions and resources to improve client service capabilities. 

  • You view client challenges as opportunities to add value and can translate that into new project proposals and sales.  

  • You are seen as a valued contributor to thought leadership and encourage knowledge-sharing and collaboration across teams. 

  • You have interest in managing a diverse portfolio of clients across multiple industries.  

 

Do Your Talents Include the Following? 

  • Demonstrated experience with: 

  • Partnering with senior executives to define how they employ M&A – in alignment with their corporate strategy – to drive profitable growth and enable them to compete effectively in their industry 

  • Supporting tactical execution as part of the Transaction Services team.  Support standing up and supporting the Integration Management Office (IMO), Separation Management Office (SMO), Diligence Management Office (DMO) and executing key operational due diligence activities  

  • Integrating methodologies and reporting packages 

  • Transaction lifecycle and execution  

  • Assisting clients in developing and standing up core M&A policies and procedures 

  • Managing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement 

  • Establishing and cultivating business relationships and a professional network, including with senior executives.  

  • Successfully pursuing business development opportunities and identifying and implementing strategies to obtain new work or clientele.  

  • Ability to translate and communicate M&A issues, risks or challenges to client personnel, including executives.  

  • Leadership and direct supervisory experience of teams including conducting performance appraisals, mentoring and coaching, oversight and review of work, coordination across teams, and understanding how to motivate.   

 

Your Educational and Professional Qualifications 

  • Bachelor’s degree in a relevant discipline (e.g., Accounting, Finance, or Related Field).  

  • Master’s degree in Business Administration or relevant discipline preferred 

  • 9+ years working in Consulting, FP&A, Financial Reporting, Assurance Services, or related field, either in professional services or industry  

  • Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access. 

 

Our Hybrid Workplace 

Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements vary by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments.   

 

#LI-Hybrid 

 

Protiviti is not registered to hire or employ personnel in the following states –  West Virginia, Alaska. 

Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.

$137,000.00 - $233,000.00

Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.

16%

The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.

$158,920.00 - $270,280.00

Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year.

Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2023-12/2024-benefit-highlights.pdf.

Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.

Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran

As part of Protiviti’s employment process, any offer of employment is contingent upon successful completion of a background check.

Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to [email protected] or call 1.855.744.6947 for assistance.

In your email please include the following:

  • The specific accommodation requested to complete the employment application.

  • The location(s) (city, state) to which you would like to apply.

For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Protiviti is not registered to hire or employ personnel in the following states – West Virginia, Alaska.

Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.

JOB LOCATION

NY PRO NEW YORK CITY