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Management Consulting- Deals Consulting – Supervisor

Tampa, FL, USA | RSM

  • Industry:
  • Position Type:
  • Functions:
    Operations / Production
  • Experience:
    5-7 years
Job Description:
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As part of RSM’s Deal Strategy Team, you will be working with experienced M&A professionals focused on supporting clients in a wide range of transactions for middle-market North American and International businesses. Our primary focus is to provide value-added support to business owners, senior executives or investors in achieving a successful deal outcome. The Team provides advisory services from strategy through execution of the M&A process. 

From assessing the impact of a new growth strategy, to scenario analysis of an acquisition or divestment, to securing new growth capital and assessing the impact on cash flows, to helping business owners maximize valuations when preparing for an exit, the Deal Strategy Team provides clients with the tools and support to make informed decisions to optimize value throughout the transaction life cycle.

Our Deal Strategy team is looking for a Supervisor to join our team. You will assist with duties led by the Partners and Directors.Working with other Associates, Senior Associates and Managers, as the case may be, to prioritize workloads in order to meet client requirements and own the following responsibilities:

  • Lead and manage client delivery projects related to deal strategy activities to support clients in the business transaction lifecycle on both buy side and sell side.

  • Provide management advice to our clients on all of the functional areas of the business based on the scope of the engagement, industry, and complexity of the transaction.

  • Developing, reviewing and evaluating financial models (including financial projections, DCF, merger analysis, etc.) within broadly defined guidelines, focusing on major assumptions for projections, scenarios analysis and comparisons to historical results

  • Compiling and evaluating company and industry data from key information sources including Capital IQ, Pitchbook, Company Reports and Financial Statements and industry sources

  • Identifying key financial and operational issues, results and trends and report on key findings that may impact a potential transaction

  • Assisting with the preparation of go-to-market materials and other key documents, such as investor presentations, information memoranda, customized reports to senior executives, etc.

  • Assisting with the preparation of research, financial analysis and other required components for regular marketing materials, articles and other pieces

  • Assisting with the preparation of ad-hoc financial analysis as required for transaction processes

  • Preparing target lists of potential investors or buyers based on information sources and general internet searches

  • Processing financial statements, general ledger and trial balances to evaluate historical financial performance, including sustainable earnings, working capital, etc., to uncover performance issues/trends

  • Assisting with the maintenance of datarooms for due diligence processes

  • Preparing and assisting with internal memos, proposals and presentations to clients

  • Liaise with internal RSM staff in order to complete client engagements, including staff from other RSM office locations

  • Assist with other ad-hoc sell-side and deal management tasks as required


  • Minimum Bachelor’s Degree in Accounting, Finance or other related degree; MBA or Master’s in business, finance, or accounting is a plus

  • Minimum of 5-7 years’ experience, preferably within a public accounting firm, investment bank, corporate finance, or corporate development department

  • Strong financial modeling skills with ability to structure fully integrated financial models

  • Strong communication, presentation, project management, and business skills

  • Strong writing, research and analytical skills

  • Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements

  • Broad expertise including working knowledge of middle market business with clients in the private equity, private funded, public traded and funded businesses.

  • Ability to lead by example and mentor junior team members

  • Ability to quickly grasps and understand ‘big picture’ requirements for client engagements

  • Excellent communication skills in order to interact effectively with RSM team members and external clients of the firm

  • Ability to travel (20-30%) (in non-pandemic environment)

The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation ranges can be found between the ranges noted below in the posting, and an actual offer can vary based upon on role, hiring location, and qualifications. 

In accordance with applicable law and RSM policy, prospective hires will be required to demonstrate that they have been fully vaccinated for COVID-19. If not vaccinated for COVID-19 they must qualify for an accommodation to this vaccination requirement or participate in testing.If you are located in New York, pursuant to current applicable law, you will be required to be vaccinated to enter the New York office and testing is not an option to enter the New York office.   

You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

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