
Executive - Transaction Services
- Melbourne, VIC
- Permanent
- Full-time
- Financial Analysis & Due Diligence: Prepare detailed financial analysis and support the due diligence process, collaborating with buy-side and sell-side advisers. Support with the delivery of enhanced diligence ("Diligence+"), providing clients with a holistic assessment of an asset, quantifying potential value opportunities.
- Transaction Execution & Strategy: Work across the deal lifecycle, from pre-announcement to implementation. Help to define deal strategy, identify synergies, and support carve-out processes. Understand the transaction rationale and its impact on reporting while working proactively to meet milestones.
- Stakeholder Communication: Ability to clearly communicate findings to senior team members in a structured and thoughtful way ensuring insights are tailored to clients' industry and strategic objectives, and deliver integrated services that comprehensively address client needs.
- Marketing & Business Development: Support business development efforts and develop proposals, pitches, and thought leadership content to enhance the firm's market position and generate new business.
- Pre-deal evaluations and initial assessment of potential targets.
- Financial due diligence to uncover key issues of potential targets.
- Vendor assistance and vendor due diligence offerings for sell-side clients.
- Capital market and regulatory reporting.
- Pre-deal carve-outs of businesses for spin-off or sale; and
- Assisting clients in understanding the true strategic and operational capability of acquisitions and divestments via our integrated risk and value creation diligence.
- Professional experience in Transaction Services, Audit, or CFO Advisory with expertise in financial analysis, opportunity and risk assessment, and client relationship management.
- You embrace how diligence findings impact the deal rationale and valuation considerations.
- Strong analytical skills and a commercial flair to generate insights from interpreting data & financial models as well as data analytics.
- Critical and strategic thinking skills with the ability to apply financial insights to solve complex client challenges and navigate the Transaction and M&A environment.
- An ability to communicate with senior team members in relation to potential issues with data or issues identified as part of analysis undertaken.
- Use advanced analysis tools like Strategic Profitability Insights (SPI).
- A continuous improvement approach to internal processes and methodologies, driving innovation in service delivery and helping clients solve challenges more effectively.