Manager, Transaction Advisory

About the role

At Forvis Mazars, our Transaction Advisory team is led by experienced transaction advisors who value individual motivation and focus on training and developing teams to reach their full potential. We foster a supportive and respectful environment, helping team members achieve both professional and personal goals.

The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services—including buy-side and sell-side due diligence, tax due diligence, and transaction structuring—to private equity groups and corporations.

Responsibilities

• Lead and execute comprehensive buy-side and sell-side financial due diligence engagements for private equity firms and corporate clients.
• Analyze and interpret complex financial and operational data of target companies to develop insightful Quality of Earnings reports that support informed investment decisions.
• Identify key diligence issues and value creation opportunities, providing actionable recommendations for post-acquisition integration and performance improvement.
• Conduct in-depth industry and market research to benchmark performance, assess trends, and evaluate the competitive positioning of target companies.
• Collaborate closely with senior stakeholders, including C-suite executives, investment bankers, private equity partners, legal advisors, and internal teams to drive deal success.
• Coach, mentor, and oversee junior team members, fostering professional development through hands-on training, performance feedback, and knowledge sharing.

Requirements

• Bachelor’s Degree in Accountancy, Finance, or a related field.
• Minimum of five (5) years of relevant work experience in audit or transaction advisory services from a large public accounting or consulting firm.
• Proficiency with Microsoft Office, primarily Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Ability to develop relationships with both team members and external clients.

Qualifications

• Minimum of five (5) years of relevant work experience with at least three (3) years of transaction advisory financial due diligence experience from a large public accounting or consulting firm.
• Current and valid CPA (Certified Public Accountant) license.
• Master’s Degree in Accountancy (preferred).

About the company

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we prioritize relationships, learning, and a supportive workplace where every person feels valued and empowered to thrive.

Benefits

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow while delivering exceptional service.