VP – Transaction Advisory Services

Job Description

Vice President, Transaction Advisory Services (FDD) – Multiple Locations | Houlihan Lokey

The Tone:
This is a full-time managerial role at Houlihan Lokey, located in New York, Atlanta, Dallas, Chicago, Houston, or Boston. Houlihan Lokey is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. This role is crucial for leading M&A financial due diligence within the firm’s Transaction Advisory Services practice, providing greater industry insights by leveraging a unique investment banking platform and collaborating with broader corporate finance and capital markets businesses.

The TL;DR
• Role: Managerial
• Type: Full-time
• Location: In-person, New York, Atlanta, Dallas, Chicago, Houston, Boston
• Pay: $160000–$210000 yearly
• Team: Part of the Transaction Advisory Services practice, collaborating with M&A financial and tax due diligence professionals and broader corporate finance teams.
• Mission: Lead and execute financial due diligence engagements for buy-side and sell-side M&A transactions, identifying critical financial insights and risks to inform valuation and negotiation.
• Tech Stack: Microsoft Word, Excel, PowerPoint, database systems, Tableau, Alteryx

What You’ll Actually Do
• Lead: Drive buy-side and sell-side transaction advisory engagements from inception to completion.
• Engage: Facilitate discussions with senior client executives and management teams of target companies.
• Manage: Oversee and develop team members, including Analysts and Associates, throughout engagements.
• Advise: Review target company financial information and data to identify historical and projected trends, quality of earnings, working capital, net debt considerations, and potential liabilities impacting valuation.
• Report: Draft and review tailored transaction advisory reports focusing on normalized earnings, budget achievability, operational insights, indebtedness, and post-transaction working capital analysis.

The Must-Haves
• Background: Undergraduate degree from an accredited institution and a Certified Public Accountant (CPA) license; Managerial professional with core expertise in M&A financial due diligence.
• Experience: 6+ years of financial due diligence experience, or a combination including at least 4 years of financial due diligence, preferably gained at a Big 4 firm.
• Skills: Strong current knowledge of US Generally Accepted Accounting Principles (GAAP), exceptional analytical abilities, and strong verbal and written communication skills.
• Bonus: Healthcare transaction advisory experience, familiarity with Tableau, Alteryx, and other data analytics packages, and a willingness to travel for engagements.