Vice President Transaction Advisory Services

Job Description

Overview

Financial And Valuation Advisory

Transaction Advisory Services

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

Our Transaction Advisory Services, Accounting and Financial Reporting (TAS/AFR) practice is excitingly growing and we are looking for a Vice President to join the Chicago office.

Our AFR advisory team works closely with clients through their strategic dealmaking financial reporting requirements. Our specialists have deep knowledge of deals, sectors, and accounting matters that enables them to fully understand the challenges clients face, including:

Buyer/seller financial statements and disclosures

Sponsor-driven management reporting

Lender financial and covenant requirements

Regulatory compliance

Team with a highly talented and dedicated group of M&A and Advisory professionals, providing you broad exposure to different transactional and technical issues affecting businesses within the M&A and capital markets today.

Work in a variety of industries on an investment banking platform, gaining exposure to the broader corporate finance industry and capital markets.

Develop and extend your financial and interpersonal skills as you collaborate with management finance teams and sponsors to advance their accounting and financial reporting objectives resulting from transaction driven events.

We team closely with our corporate finance and restructuring colleagues across all our industry platforms, on a variety of projects and accounts.

Responsibilities

Primary activities will include executing buy-side, sell-side, capital raise and restructuring transaction advisory engagements
business development
internal practice development and overall engagement management
Operate as the lead officer on select client accounts
Assist in leading client meetings with senior sponsor and C-suite professionals, review financial models, technical accounting analyses and financial reporting disclosures and deliver work product and presentations confidently
Direct the efforts of Associates and Financial Analysts, providing guidance with an apprenticeship approach
Contribute to various practice growth strategic and operational initiatives with senior members of the firm
Network with prospects to build revenue producing relationships
Assist in initiating and extending group marketing and client development efforts
Collaborate closely with corporate finance, capital markets, valuation, and financial restructuring colleagues

Qualifications

Bachelor’s degree in accounting from an accredited college/university
CPA certification or international CPA equivalent is required
A minimum of 6 years of professional experience, including transaction accounting advisory experience at a Big 4 or national firm

Preferred Qualifications

Experience providing accounting and financial reporting advisory services and other transaction-related services
Demonstrated understanding and application of M&A and capital markets concepts
Strong analytical abilities
Ability to handle multiple assignments simultaneously
Exceptional verbal and written communication skills
Strong command of Microsoft Excel, PowerPoint and common database systems
Experience with data analytics tools (Alteryx, Tableau, etc.) preferred

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