Advisory project manager job description

About A&M

Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.

With over 6,000 people across four continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.

Global Transaction Advisory Group

A&M's Transaction Advisory Group (TAG) has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco. TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. A&M TAG is seeking a Manager to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.

What will you be doing?

As a Manager, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will provide our clients with an integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.

Responsibilities will include:
Counsel and mentor Associates and Senior Associates.Manage and prioritize team responsibilities and proactively consult with Managing Directors and senior members of the team as appropriate.Maintain and update the budget and fee analysis as appropriate.Manage multiple chargeable and non-chargeable projects of varying size and complexity.Review and evaluate project databooks prepared by team members.Generate a full due diligence report.Lead the Quality of Earnings, P&L and Working Capital analyses.Communicate regularly with clients regarding engagement matters (e.g., billing, status updates, preparation of scope of procedures, scope changes, request lists) .Effectively manage day-to-day client interaction and relationships.Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.Proactively recruit, train, and develop Associate and Senior Associates, including teaching training classes as applicable.Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.Assist Managing Directors and Senior Director in sales and business development efforts.

Who will you be working with?

We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure.

How will you grow and be supported?

As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work.

Qualifications:
A minimum of 5-8 years of audit and financial accounting due diligence experience at a top accounting firm Bachelor's or Master's degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPointExcellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member in a collaborative setting and as an individual contributor Ability to thrive and be effective in fast-paced settings

Diversity & Inclusion

A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity and we foster inclusiveness. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Voluntary Inclusion
It is Alvarez & Marsal's policy to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters were engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the greater Austin area. We’re known for offering exceptional work-life balance and our dedication to our people, our clients, and our community. We’ve been named Accounting Today's "#1 Best Mid-sized Accounting Firm to Work For” in the US three of the past four years, with a 2nd place ranking in 2020.

What You’ll Be Doing
As a transaction advisory manager, you will lead buy-side and sell-side engagements from start to finish, utilizing your Microsoft Excel skills to analyze target company financial data and your professional writing skills to document findings. You will use your previous experience in transaction advisory to communicate with clients and target management, analyze financial data, and lead management discussions. Coaching and mentoring junior associates is important in this role, as the growth of all team members is important to the growth of our practice. This Austin-based role presents a unique opportunity for fast professional development, learning and growing in a team-oriented group with limited travel expectations.

What Sets Us Apart

We’re redefining what it means to work in public accounting by:

• Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone’s version of “home” is unique to them

• Leaning on our core values and showing genuine care and concern for one another

• Empowering our people to do what’s best for them, while providing exceptional client service

• Cultivating an environment that allows our people to thrive personally

• Investing in the professional growth of our people

Want to see it for yourself? Check out our Instagram (@maxlocrit) and watch this video to learn about the employee experience at ML&R.

How We Prevent Burnout

• We have significantly lower hours than industry standard – 2300 total hours expectations: inclusive of PTO, holiday, CPE, admin time, etc.
• We strive to ensure no one is working more than 55-60 hours per week during busy season
• We value our people and do not micromanage based on hours

How You Can Grow
Unlike traditional accounting firms, our people create their own personalized career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we’ll assist you with finding a career path that works for you.

We have a strong history of promoting within – 22 of 25 current partners were promoted to partner after demonstrated success at the firm. Regardless of your path, we provide tools to help you succeed.

Our Commitment to DEI
As a firm that embraces people from different backgrounds, we encourage applications from those who identify with the BIPOC or LGBTQ+ communities, possess visible or hidden disabilities, and/or have served in the military. Let us know if you prefer certain pronouns or if you need reasonable accommodations at any point throughout our recruitment and selection process.

Maxwell Locke & Ritter is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion at all levels of our firm. To support this endeavor, our DEI committee focuses internal efforts on awareness, recruitment, and outreach.

Maxwell Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

What We Offer:

• PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
• Paid parental leave and paid bereavement leave
• Annual bonus through profit-sharing plan
• 401(k) plan including profit-sharing contribution
• Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
• Employee assistance program
• Continuing professional education
• Hybrid, flexible scheduling
• Many more perks and benefits

(Employees must work a minimum of 30 hours a week to be eligible for the following benefits: Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.)

What We’re Looking For:

• Minimum of 5 years of transaction advisory experience in public accounting (preferably Big 4, national, regional, or large local firm) with significant experience leading transaction advisory engagement teams
• CPA or CFA certification
• Strong Excel skills
• Highly motivated team player
• Strong written and verbal communication skills
• Aptitude for project management
• Experience with middle market, technology, and/or software targets preferred

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Overview EXL (NASDAQ: EXLS) is a leading operations management and analytics company that designs and enables agile, customer-centric operating models to help clients improve their revenue growth and profitability.

Our delivery model provides market-leading business outcomes using EXL's proprietary Business EXLerator Framework™, cutting-edge analytics, digital transformation and domain expertise. At EXL, we look deeper to help companies improve global operations, enhance data-driven insights, increase customer satisfaction, and manage risk and compliance.

EXL serves the insurance, healthcare, banking and financial services, utilities, travel, transportation and logistics industries. Headquartered in New York, New York, EXL has more than 32,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), South America, Australia and South Africa. For more information, visit www.exlservice.com.
EXL Digital:

EXL's approach to digital connects our domain and data expertise with innovative technologies to create powerful outcomes for our clients. This approach positions us uniquely to digitally transform data flows and deliver exceptional results. EXL Digital leverages advanced technologies along with domain expertise to deliver trifecta impact (Customer Experience, Business Outcomes, and Efficiency) to its clients.

EBU Digital Solutions & Consulting:

The Digital Solutions & Consulting group in our Emerging Business Unit (EBU) focuses on helping clients improve performance and reduce costs in our chosen industries by creating a more agile, efficient finance & operations functions. By using Digital Intelligence to orchestrate automating processes and applying analytics, we help you reduce risk while increasing visibility and control. You gain the actionable insight needed to make better decisions, a means to effectively manage regulatory compliance, and the flexibility to respond to changing business demands.

Role Summary:

We are looking to hire senior & experienced Digital Transformation Consultant Project Managers to evangelize EXL & EBU Digital Solutions with our prospects & clients.

This is a critical client-facing role that will interpret and translate client requirements into a digital technology solutions which can then be customized & implemented from our suite of EXL Digital products.

In this role you'll work closely with EXLs functional experts in Finance, IT, HR, Customer and Strategy, as well as with our teams across various domains to design and develop compelling solutions for our clients.

You will be expected to develop and execute sales strategies with the business development teams, drive solution-crafting and proposal efforts, and provide demonstrations of solutions to prospective clients.

This role will also support activities to develop industry market demand and industry focused offerings. You will also serve as a key member of the sales team to represent the technology solution to the client/internal stakeholders.

Key Responsibilities:

Engage with a range of clients, designing solutions which will deliver real business value, enabled by a broad range of emerging technologies and developing digital strategies for our clients Develop proposals and prototypes to help our clients understand how these solutions will be delivered and what impact they will have on their business Develop go to market approach, evangelize and harness strong account and client relationships Lead C-level conversations and workshops with client stakeholders to ensure alignment of our solution with client interests while also selling EXL's capabilities Define solution scope and involve solution architects across other required disciplines (e.g. Cloud, Infrastructure, Strategy and Consulting and Operations) to build a cohesive and compelling solution. Define our strategy and shape the deal to increase our win probability Create thought leadership, demonstrations and other materials that articulate our point of view on intelligent automation and AI to both clients and EXL colleagues

Preferred Qualifications:


Minimum of 10 years of experience in a Technology & Digital Consulting, preferably in a recognized Management Consulting firm 5 years of experience in Solution Creation / Pre-Sales MBA or equivalent, preferably from a Top Tier US / Canada school Strong communication and problem-solving skills


Desired Qualifications:

A background in programming and / or data science. Specific knowledge of one or more of the follow technologies is a plus: Robotic Process Automation, Machine Learning / AI, Blockchain, IOT, Chatbots, VR/AR/MR. Ability to lead a team of experts during a pursuit across to develop an integrated solution while defining the client value case Knowledge of current and emerging technology trends such as new cloud technologies

Location / Travel:

While we prefer the person to be based in New York tri-state area, we are open to hire this role anywhere in the US / Canada for the right candidate Up to 50 - 60% travel as needed for client projects (Once COVID related Travel Restrictions are lifted)


EEO/Minorities/Females/Vets/Disabilities


Please be aware that EXL requires all employees to be vaccinated for COVID-19.

This position will require the successful candidate to obtain and show proof of a vaccination. EXL is an equal opportunity employer, and will provide reasonable accommodation to those individuals who are unable to be vaccinated consistent with federal, state, and local law.


Please also note that the data shared through the job application will be stored and processed by EXL in accordance with the EXL Privacy Policy.


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