Transaction Advisory Manager

About the Role

We are seeking a Transaction Advisory Manager focused on Financial Due Diligence to join our team in any of the following office locations: Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. Remote candidates based in New York, New Jersey, Massachusetts, Connecticut, and the Greater Philadelphia market will also be considered.

Responsibilities

• Lead buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements, delivering actionable insights that help clients evaluate transaction opportunities and make informed business decisions.
• Manage multiple concurrent engagements while ensuring exceptional client service, high-quality deliverables, and timely execution across all phases of the transaction process.
• Analyze financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and value drivers that impact transaction outcomes.
• Develop comprehensive reports, presentations, and analyses that clearly communicate findings, proposed adjustments, and strategic considerations to clients and stakeholders.
• Evaluate revenue quality, earnings sustainability, working capital trends, cash flow performance, and balance sheet accounts to assess the financial health of target businesses.
• Facilitate meetings and discussions with clients, target company management, and key stakeholders while serving as a trusted advisor throughout the engagement lifecycle.
• Build and maintain strong client relationships through responsive service, technical expertise, and a commitment to delivering meaningful business insights.
• Contribute to practice growth initiatives by supporting business development activities, participating in networking and industry events, creating thought leadership content, and expanding professional relationships.
• Support a collaborative team environment that promotes knowledge sharing, innovation, and excellence in serving clients across diverse industries.
• Travel to client sites, firm offices, and industry events as needed while maintaining flexibility to meet engagement and client service requirements.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum of 2+ years of Transaction Advisory experience, and 5+ total years of relevant experience.
• CPA license required.
• Construction and/or manufacturing & distribution industry experience desired; industry-agnostic experience considered.
• Excellent interpersonal, organizational, initiative, and leadership skills.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite and relevant software.
• Ability to manage multiple priorities in a deadline-driven environment.
• Maintains a high level of professionalism and consistently demonstrates respect for others.

Benefits

• Flexibility: Generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, including three extra Floating Summer Fridays off during the summer months.
• Company Culture: Dedicated to inclusivity, diversity, and equity through initiatives like the DEI Council, Grassi Women’s Council, and Grassi Gives Back charitable program supporting organizations such as Ronald McDonald House, Toys for Tots, and Autism Speaks.
• Benefits Package: Competitive base compensation with eligibility for raises and bonuses, medical/dental/vision insurance, employer-contributed life insurance, 401(k) plan, ESOP, and client/employee referral bonus program.
• ESOP Owned: All U.S. employees have the exclusive opportunity to own the firm’s stock through a privately funded ESOP, with no outside investors or private equity firms involved.
• CPA Incentive: Financial assistance for CPA study materials, exam registration and sitting fees (up to 2 attempts per part), application and licensing fees, paid study time, additional paid time off for exams, and a bonus upon passing the CPA exam.
• Learning and Development: Continuing Professional Education (CPE) opportunities, including technical and soft skills training through internal and external programs at no cost to employees.
• Wellness Resources: Discounted gym memberships, wellness initiatives, and access to the CALM app for stress reduction, anxiety management, improved focus, and better sleep.

Pay

Compensation for this role is determined based on relevant experience, skills, certifications, and geographic location. Salary ranges for candidates residing in the following markets are:

• New York: $120,000 – $170,000
• New Jersey: $120,000 – $170,000
• Massachusetts: $120,000 – $170,000
• Connecticut: $120,000 – $170,000