Jobs · Florida

Transaction Advisory Manager- Financial Due Diligence

Withum · Boca Raton, FL · 1 mo ago
Hybrid$130k–$160k/yrFull-time

About the role

We are accepting applications for a Manager in Transaction Advisory Services focusing on financial due diligence. The Manager will work directly with clients, target company management teams, and engagement leadership while mentoring junior team members and contributing to the growth of the practice. The role can be based in any of the listed U.S. office locations (New York, NY; Whippany, NJ; East Brunswick, NJ; Princeton, NJ; Boston, MA; Philadelphia, PA; Tysons Corner, VA; Columbia, MD; Orlando, FL; Boca Raton, FL; Chicago, IL; Los Angeles, CA; Irvine, CA; San Francisco, CA) and is a hybrid position with an expectation of three days in the office per week.

Responsibilities

  • Manage multiple work streams and coordinate financial due diligence engagements.
  • Collaborate with client management on diligence focus areas and provide real‑time communications of issues and deal considerations.
  • Participate in discussions regarding business performance and forecasting assumptions with senior team management.
  • Identify and support analyses of target financial data to evaluate quality of earnings, normalized working capital, and items affecting future cash flows.
  • Prepare reports that present findings and recommendations on key financial and business issues in a transaction.
  • Identify integration, separation, and post‑transaction transition issues.
  • Contribute to the ongoing development of M&A best practices and collaborate with other team members.
  • Analyze financial and operational results of businesses to be acquired or sold, reviewing accounting records, understanding business drivers, and interviewing management.
  • Research industry trends, technologies, seasonality, and cyclicality to inform cash‑flow requirements and provide insight to clients.
  • Utilize technology and tools to analyze datasets and present visualizations.

Requirements

  • Bachelor’s degree in accounting or finance.
  • 5+ years of related M&A work experience, supported by an active CPA certification or in the process of obtaining one.
  • Experience within a large professional services organization; public accounting experience preferred.
  • High proficiency in Excel and PowerPoint.
  • Effective internal and external communication skills, including active listening and diligent follow‑up.
  • Excellent analytical skills with the ability to translate complex data into meaningful insights.
  • Strong prioritization abilities and adaptability to new challenges and concepts.
  • Working knowledge of US GAAP.
  • Willingness to travel up to 40% on short notice.
  • Experience in a mergers or acquisitions transactions role.
  • Established networking skills in a relevant industry.
  • Desire to be a long‑term contributor to a dynamic team.

Compensation

The compensation range for this position is $130,000 – $160,000. Base compensation is supplemented by a competitive benefits package and a bonus program (for eligible roles) based on individual and firm performance. Final offer amounts consider factors such as specific role, hiring location, and the individual’s skills, experience, and qualifications.

Benefits

Withum offers a competitive benefits package and a performance‑based bonus program. For additional information on benefits, visit the Withum careers site.

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