Cherry Bekaert Deal Advisory Director in Helena, Montana
As a result of continued growth in our Deal Advisory practice, we are looking to add a Director to our high performing team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs.
Our ideal candidate has demonstrated experience leading the execution of engagements and is equally as comfortable participating in strategic discussions with executive leaders as they are performing relevant deal analysis. If you’re ready to join our team of seasoned, expert, nationally acclaimed and knowledgeable professionals – we’re ready to hear from you!
As a Director, you will:
Lead and manage buy-side and sell-side accounting and financial due diligence engagements
Develop relationships with clients and engage in effective interactions with target company executives
Participate in performance reviews and new business development activities
Perform quality of earnings and working capital analyses
Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price
Identify and evaluate financial and operational trends of target companies
Communicate effectively, both verbal and written, our due diligence findings
Supervise multiple professionals and prioritize tasks, serving as a hands-on lead for engagements from inception to completion
What you bring to the role:
Bachelor's Degree in Accounting (preferred), Finance or related business discipline
10+ years within a professional services discipline, with 7+ years of direct experience in Financial Due Diligence and a foundation in audit, financial reporting, or CFO responsibilities (Big 4, National or large Regional CPA firm experience preferred)
Advanced Degree or relevant professional certification such as CPA or CFA preferred
Strong GAAP, data analysis and critical thinking skills
Experience working with Private Equity groups preferred
Willingness to travel up to 20%
What we offer you:
Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect.
The opportunity to innovate and do work that motivates and engages you.
A collaborative environment focused on enabling you to further your career growth and continuous professional development.
Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
Flexibility to do impactful work and the time to enjoy your life outside of work.
Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure .
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $140,500 to $389,875. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (https://careers.cbh.com/wp-content/uploads/sites/2/2021/02/Benefits-Snapshot_February-2021.pdf) which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.
Candidates must demonstrate they are eligible to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn (https://www.linkedin.com/company/cherrybekaert) , Facebook, (https://www.facebook.com/CherryBekaertCB) Twitter (https://twitter.com/cherrybekaert) or Instagram (https://www.instagram.com/cherrybekaert) .
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