Tarsus

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Associate

Kansas City, KS / MO

Kill Busy Season Take

Why this position is appealing

Gain the skills and experience necessary to step into a CFO role or leadership role within transaction advisory
Get experience and exposure to a broad range of businesses, industries, PE shops and other financial intermediaries
Work with / for some of Kansas City's most respected, credible and trusted professionals

Company summary

We've known the Tarsus leadership team for years and can attest to the success of the firm which is the result of premier credibility, integrity and professionalism... it's built into their culture and brand. Tarsus is a transaction and financial advisory firm serving emerging and lower middle market companies. Tarsus provides financial leadership services through M&A advisory and outsourced CFO advisory.

Founded 20 years ago, Tarsus has delivered on hundreds of advisory assignments across the midwest, and has helped raise nearly $1 Billion in financings through traditional banking, mezz, strategic, high net worth, family offices, PE and VC investors. Tarsus was founded by ex-public accountants (Paul Bertrand / Paul Burns) after identifying a growing transaction and financial advisory hole within the middle market. The firm has grown to more than 50 professionals to date.

Financial Advisory Associate

The new team member will help facilitate financial and transaction advisory for middle-market clients that are (a) going through "financial puberty", or (b) approaching an M&A event. In this role you will be responsible for the build and management of financial models, drafting of investment CIM's and diligence reports, managing due diligence and partnering with the Tarsus executive team to facilitate fundings and support ongoing business development efforts.

Reports To > Ben Olsen (VP), Paul Bertrand and Paul Burns (founders)
Core Responsibilities > include financial due diligence, building valuation and operating models & client consulting
Must Bring > Strong excel skills, Due Diligence (QoE-type) experience, familiarity with transaction advisory
KBS Projected Comp > Between $85k to $120k‍
This hire is required to (a) be a hands-on financial and accounting leader with a bias toward taking action, (b) bring zero ego, and (c) very willing and capable of handling ambiguity.

* Comp figures, if included above, are estimates made by the KBS team using internal assumptions and conversations with the employer. Figures are dependent upon experience and subject to change.

Job Description

The position requires leading, designing and participating in processes related to mergers, acquisitions, divestitures, valuations, due diligence and financial planning & analysis functions for the firm's clients. This requires extracting and communicating key data from various accounting and information systems across multiple clients. The position will encompass the creation and continuous improvement of financial models, due diligence processes and materials, and regular interaction with senior management inside the Company as well as with senior management of client companies. A solid understanding of accounting, finance, and financial modeling is required, along with strong multi-project prioritization and communication skills.

Job Responsibilities

Day-to-day execution of client engagements
Managing the creation of and review/refinement of financial models and related analysis
Drafting information memorandums, management presentations and financial diligence reports
Managing due diligence efforts working directly with management teams and investor groups
Extensive company and industry analyses (FP&A and M&A trends, metrics, etc.)
Partnering with senior managers to support ongoing business development efforts, including pitch books, target identification, participation in calling programs and industry specific research
Partnering with senior managers to develop ideas for capital market and buyer universe relationships, including ongoing monitoring of portfolio companies

Job Requirements

Authority and Decision Making:

The position must exercise administrative judgment and assume responsibility for decisions, consequences, and results having an impact on people, costs and/or quality of service within the functional area.
Strong communication skills and a proactive nature is a must.

Education and Work Experience: ·

Approximately 1-4 years of lower/middle market investment banking or private equity/venture capital experience or 2-4 years of financial diligence / transaction services experience
Strong financial modeling, finance and accounting skills
Critical/strategic thinking and market orientation
Outstanding quantitative and technical skills
Professional written and verbal communication skills
Team player willing to manage multiple projects/work streams
Strong client management/client service skills
Self-motivated, proactive work habits
Mergers & acquisition and capital raise experience for privately-held clients

About

Tarsus

Tarsus delivers human and financial capital to emerging and lower middle market companies. We fill the growing demand of such companies for top-notch, C-level assistance through Tarsus CFO Services and their needs for flexible, growth capital through Tarsus Capital Partners, LLC. Since our founding nearly twenty years ago, Tarsus has delivered on hundreds of client assignments throughout the Midwest. We have helped our clients raise well over $900 million in financings with banks, leasing companies, mezzanine lenders, strategic investors, high net worth investors, family offices, private equity and venture capital firms. Clients benefit from our broad range of expertise in assisting companies that are dealing with the challenges of "corporate puberty." As clients grow through these stages, we focus our attention on helping create shareholder value and taking clients to the next level.