Transaction Advisory Manager

About the role

The Transaction Advisory Services Manager will lead financial due diligence engagements for private equity and corporate clients. This role involves managing day-to-day transaction execution, serving as a primary point of contact for clients, and delivering high-quality analyses and strategic insights throughout the deal process.

Responsibilities

• Lead buy-side and sell-side financial due diligence engagements.
• Analyze quality of earnings, working capital, cash flow, and key business performance drivers.
• Identify transaction risks, opportunities, and value creation considerations.
• Manage client relationships and serve as a key point of contact throughout engagements.
• Review analyses and deliverables prepared by junior team members.
• Present diligence findings and recommendations to clients and internal stakeholders.
• Oversee multiple engagements simultaneously while maintaining exceptional client service.
• Mentor and develop Senior Associates and Associates.
• Contribute to business development efforts and practice growth initiatives.

Requirements

• 1-3 years of experience within Transaction Advisory Services, Financial Due Diligence, Deal Advisory, or a similar M&A-focused environment.
• Prior background in public accounting, preferably with a Big 4 or nationally recognized accounting firm.
• Experience leading buy-side and sell-side financial due diligence engagements.
• Strong understanding of Quality of Earnings, working capital, and transaction-related analyses.
• Exposure to healthcare transactions is preferred, though candidates with broader industry experience will also be considered.
• CPA designation preferred.
• Strong project management, communication, and client-facing skills.
• Proven ability to mentor junior team members and manage multiple priorities in a fast-paced environment.
• Collaborative, team-first mindset with a willingness to roll up your sleeves and contribute wherever needed.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• CPA certification preferred.

Skills

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite.
• Ability to manage multiple tasks and projects simultaneously.
• Experience with financial modeling and valuation techniques.

Benefits

• Competitive compensation package including base salary and bonus potential.
• Flexible hybrid work schedule.
• Professional development opportunities and training programs.
• Health and wellness benefits.
• Employee recognition and rewards program.

Pay

Commensurate with experience and qualifications.

Schedule

Hybrid schedule (in-office Monday through Thursday) with the option to work remotely on Fridays.

Benefits

• Health insurance coverage.
• Retirement savings plan.
• Flexible vacation and sick leave policy.
• Professional development and training opportunities.
• Employee assistance program.