Transaction Advisory Services Manager

Essential Functions and Primary Duties

Our team focuses on providing both buy-side and sell-side financial due diligence to private equity sponsors and companies across a variety of industries located throughout the U.S. You will perform in-depth financial and business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your analyses will directly inform recommendations related to valuation, deal structure, and key transaction risks. This role is demanding and fast-paced, suited for professionals who thrive in high-expectation environments and value strong support, team camaraderie, and exceptional client service.

Lead day-to-day execution of multiple financial due diligence engagements, managing engagement teams and coordinating directly with targets and clients throughout the transaction process, including oversight of deliverables and delivering findings to clients.

Apply technical and transaction knowledge and judgement across areas of financial due diligence, including earnings quality, working capital, cash flow, and risk identification.

Manage competing priorities across engagements by exercising thoughtful prioritization, stepping into detailed execution when needed, and ensuring deadlines and quality standards are met.

Develop and mentor engagement team members by providing clear direction, feedback, and coaching to support technical growth, professional judgment, and progression within the firm.

Preferred Qualifications

CPA (or meets the criteria to sit for the CPA exam) and knowledge of U.S. Generally Accepted Accounting Principles (GAAP)

Master’s degree in accounting or MBA (with an accounting undergraduate degree)

A preferred minimum of 2-4 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience

A minimum of 1-3 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 1 year in the role of Manager within that practice.

Team player with exceptional verbal and written communication skills

Advanced MS Excel skills and strong working knowledge of other MS Office applications

Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential

Possess an uncommon drive and entrepreneurial spirit

Minimum Qualifications

Bachelor’s degree required

5 years of experience in related field

3 years of supervisory experience

Must have and preserve required licenses

Ability to manage all aspects of client engagements

Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Proficient use of applicable technology

Must be able to travel based on client and business needs