Transaction Advisory Manager- Financial Due Diligence
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can decide which sections to include based on content.
We have content: Job Description paragraph: "We are currently accepting applications for a Manager in Transaction Advisory Services specifically focusing on financial due diligence. As a manager you will be a vital member of the team driving project management work at various points in the financial due diligence process. The Manager will work directly with clients, target company management teams, and engagement leadership while mentoring junior team members and contributing to the continued growth of the practice. Our TAS team specializes in helping clients navigate acquisitions, divestitures, recapitalizations, and other strategic transactions through high-quality financial analysis and actionable insights. The Manager can be based in any of the following US office locations (list). This is a hybrid position (3 days in office expectation per week)."
Then "Withum’s brand reflects our people..." etc. That's more about company culture.
Then "How You’ll Spend Your Time" bullet list (actually sentences separated by line breaks). That's responsibilities.
Then "The Kinds of People We Want to Talk to Have Many of The Following:" list of qualifications/requirements.
Then compensation: "The compensation for this position ranges from $130,000-$160,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/."
Then EEO etc which we must remove.
Thus we have sections: About the role (maybe intro), Responsibilities (How You'll Spend Your Time), Requirements (education/experience etc), Qualifications (maybe same as requirements?), Skills (proficiency in Excel, communication, analytical, etc), Benefits (benefits package and bonus program), Pay (salary range), Schedule (hybrid 3 days in office). Also location list maybe part of About the role or separate? Could be part of About the role.
We must not create sections with filler like "commensurate with experience". We have actual content for Pay, Benefits, Schedule.
We must not repeat job title. So no heading with job title.
We need to output only HTML fragment, no /. Use for headings, - for lists,
for prose.
We need to preserve all substantive information; do not invent or summarize away detail. So we must include all details: list of office locations, hybrid expectation, responsibilities list (each sentence as separate
- ), qualifications list (each bullet), skills list maybe separate, benefits description, pay range, schedule.
We need to decide which headings to use. Could combine Requirements and Qualifications? But they ask to use those headings if content exists. We have both requirements (education, experience, CPA, etc) and qualifications (maybe similar). Could treat "The Kinds of People We Want to Talk to Have Many of The Following:" as Requirements/Qualifications/Skills. We could split: Requirements: education, experience, CPA, public accounting experience, travel willingness, networking skills. Skills: Excel/PowerPoint proficiency, communication, analytical, prioritization, adaptability, US GAAP knowledge, desire to be long-term contributor, industry trends research, technology/tools usage. But the list includes many items overlapping. Better to follow the posting: they list many items under "The Kinds of People We Want to Talk to Have Many of The Following:" which includes education, experience, CPA, public accounting, Excel/PowerPoint, communication, analytical, prioritization, adaptability, US GAAP, desire to be long-term contributor, travel, networking, industry trends, technology/tools. That's a mix. We could put all under Requirements (or Qualifications). But we need to avoid thin sections. Perhaps we can have one section "Requirements" containing that list. Then we could have "Skills" maybe not needed if we already covered. But we could still have Skills if we extract specific skills: Excel, PowerPoint, communication, analytical, etc. However that would duplicate content. The instruction: "Prefer a few substantive sections over many thin ones." So better to have fewer sections: maybe About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. That's 6 sections. Qualifications and Skills could be omitted if covered in Requirements. But we need to ensure we don't lose any substantive info. If we put all the "Kinds of People" list under Requirements, we cover education, experience, skills, etc. That's fine.
Thus sections:
- About the role: includes introductory paragraphs about Withum culture, job description summary, location list, hybrid expectation.
- Responsibilities: the "How You’ll Spend Your Time" list.
- Requirements: the "The Kinds of People We Want to Talk to Have Many of The Following:" list.
- Benefits: benefits package and bonus program sentence.
- Pay: salary range sentence.
- Schedule: hybrid position (3 days in office expectation per week). Could also mention location list but that's already in About the role.
We must not include boilerplate like EEO, legal, etc.
We must not include application instructions (like "For additional information on our benefits, visit our website...") Actually that is part of benefits section; we can keep that sentence as it provides info about benefits. It's not an application instruction; it's a reference. It's okay.
We must not include duplicated lines.
Now craft HTML.
We need to use
for each section heading.
Inside each section, use
for prose,
- for lists.
For About the role: we have multiple paragraphs: maybe combine into one
with sentences. Could split into multiple
if needed but not required.
We need to preserve all substantive information: list of 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). Must include that.
Hybrid position (3 days in office expectation per week) - we could mention in About the role or Schedule. Since we have Schedule section, we can mention there. But About the role also mentions it; we can keep it there as part of description but not duplicate. To avoid duplication, we could keep location list in About the role, and mention hybrid expectation in Schedule section. However the About the role paragraph currently includes hybrid sentence. We could remove that sentence from About the role and put it in Schedule. But we must preserve all substantive information; we can move it. That's okay as long as we keep the info somewhere.
Thus About the role: include Withum culture intro, job description, TAS specialization, location list.
Responsibilities: list each bullet from "How You’ll Spend Your Time". Those are sentences separated by line breaks. We'll make each a
- .
Requirements: list each bullet from "The Kinds of People We Want to Talk to Have Many of The Following:". We'll make each a
- .
Benefits: sentence about competitive benefits package and bonus program, plus reference to website.
Pay: sentence about compensation range.
Schedule: sentence about hybrid position (3 days in office expectation per week).
We must not include any extra fluff like "commensurate with experience". Not present.
Now produce HTML.
Check for any leftover boilerplate: The EEO paragraph at end must be omitted.
Also remove "Pursuant to the San Francisco Fair Chance Ordinance..." that's EEO; omit.
Also remove "WithumSmith+Brown, PC is an equal opportunity employer..." omit.
Also remove "Withum is a place where talent thrives..." that's okay to keep as part of About the role.
Now craft.
We'll need to escape any HTML special characters? Not needed.
Let's write:
About the role
Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus! We are currently accepting applications for a Manager in Transaction Advisory Services specifically focusing on financial due diligence. As a manager you will be a vital member of the team driving project management work at various points in the financial due diligence process. The Manager will work directly with clients, target company management teams, and engagement leadership while mentoring junior team members and contributing to the continued growth of the practice. Our TAS team specializes in helping clients navigate acquisitions, divestitures, recapitalizations, and other strategic transactions through high-quality financial analysis and actionable insights. The Manager can be based in any of the following US 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.
Responsibilities
- Managing multiple work streams at any given time
- Coordinating financial due diligence engagements
- Collaborating with client management on diligence focus areas and providing real-time communications of issues and deal considerations
- Participating in discussions regarding business performance and forecasting assumptions with senior team management
- Identifying and supporting analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows
- Working on reports that set out our findings and recommendations around the key financial and business issues in a transaction
- Identifying integration, separation and post-transaction transition issues
- Collaborating with other team members and contributing to the ongoing development of M&A best practices
- Analyzing financial and operational results of businesses to be acquired or sold through reviewing accounting records, understanding the drivers of the business and conducting interviews with management
- Researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients
- Utilizing technology/tools in analyzing datasets and presenting visualizations
Requirements
- A bachelor’s degree in accounting or finance and 5+ years of related M&A work experience; supported by an active CPA certification or in the process of obtaining one
- Experience gained within another large professional services organization; public accounting experience preferred
- High proficiency in Excel and PowerPoint
- Effective communication skills both internally and externally, promoting active listening and consistently following up on open action items appropriately
- Excellent analytical skills and the confidence to translate complex data into meaningful insights
- The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
- Working knowledge of US GAAP
- The desire to be a long
- for lists,
for prose. We need to preserve all substantive information; do not invent or summarize away detail. So we must include all details: list of office locations, hybrid expectation, responsibilities list (each sentence as separate
- ), qualifications list (each bullet), skills list maybe separate, benefits description, pay range, schedule.
We need to decide which headings to use. Could combine Requirements and Qualifications? But they ask to use those headings if content exists. We have both requirements (education, experience, CPA, etc) and qualifications (maybe similar). Could treat "The Kinds of People We Want to Talk to Have Many of The Following:" as Requirements/Qualifications/Skills. We could split: Requirements: education, experience, CPA, public accounting experience, travel willingness, networking skills. Skills: Excel/PowerPoint proficiency, communication, analytical, prioritization, adaptability, US GAAP knowledge, desire to be long-term contributor, industry trends research, technology/tools usage. But the list includes many items overlapping. Better to follow the posting: they list many items under "The Kinds of People We Want to Talk to Have Many of The Following:" which includes education, experience, CPA, public accounting, Excel/PowerPoint, communication, analytical, prioritization, adaptability, US GAAP, desire to be long-term contributor, travel, networking, industry trends, technology/tools. That's a mix. We could put all under Requirements (or Qualifications). But we need to avoid thin sections. Perhaps we can have one section "Requirements" containing that list. Then we could have "Skills" maybe not needed if we already covered. But we could still have Skills if we extract specific skills: Excel, PowerPoint, communication, analytical, etc. However that would duplicate content. The instruction: "Prefer a few substantive sections over many thin ones." So better to have fewer sections: maybe About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. That's 6 sections. Qualifications and Skills could be omitted if covered in Requirements. But we need to ensure we don't lose any substantive info. If we put all the "Kinds of People" list under Requirements, we cover education, experience, skills, etc. That's fine.
Thus sections:
- About the role: includes introductory paragraphs about Withum culture, job description summary, location list, hybrid expectation.
- Responsibilities: the "How You’ll Spend Your Time" list.
- Requirements: the "The Kinds of People We Want to Talk to Have Many of The Following:" list.
- Benefits: benefits package and bonus program sentence.
- Pay: salary range sentence.
- Schedule: hybrid position (3 days in office expectation per week). Could also mention location list but that's already in About the role.
We must not include boilerplate like EEO, legal, etc.
We must not include application instructions (like "For additional information on our benefits, visit our website...") Actually that is part of benefits section; we can keep that sentence as it provides info about benefits. It's not an application instruction; it's a reference. It's okay.
We must not include duplicated lines.
Now craft HTML.
We need to use
for each section heading. Inside each section, use
for prose,
- for lists.
For About the role: we have multiple paragraphs: maybe combine into one
with sentences. Could split into multiple
if needed but not required. We need to preserve all substantive information: list of 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). Must include that. Hybrid position (3 days in office expectation per week) - we could mention in About the role or Schedule. Since we have Schedule section, we can mention there. But About the role also mentions it; we can keep it there as part of description but not duplicate. To avoid duplication, we could keep location list in About the role, and mention hybrid expectation in Schedule section. However the About the role paragraph currently includes hybrid sentence. We could remove that sentence from About the role and put it in Schedule. But we must preserve all substantive information; we can move it. That's okay as long as we keep the info somewhere. Thus About the role: include Withum culture intro, job description, TAS specialization, location list. Responsibilities: list each bullet from "How You’ll Spend Your Time". Those are sentences separated by line breaks. We'll make each a
- . Requirements: list each bullet from "The Kinds of People We Want to Talk to Have Many of The Following:". We'll make each a
- .
Benefits: sentence about competitive benefits package and bonus program, plus reference to website.
Pay: sentence about compensation range.
Schedule: sentence about hybrid position (3 days in office expectation per week).
We must not include any extra fluff like "commensurate with experience". Not present.
Now produce HTML.
Check for any leftover boilerplate: The EEO paragraph at end must be omitted.
Also remove "Pursuant to the San Francisco Fair Chance Ordinance..." that's EEO; omit.
Also remove "WithumSmith+Brown, PC is an equal opportunity employer..." omit.
Also remove "Withum is a place where talent thrives..." that's okay to keep as part of About the role.
Now craft.
We'll need to escape any HTML special characters? Not needed.
Let's write:
About the role
Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus! We are currently accepting applications for a Manager in Transaction Advisory Services specifically focusing on financial due diligence. As a manager you will be a vital member of the team driving project management work at various points in the financial due diligence process. The Manager will work directly with clients, target company management teams, and engagement leadership while mentoring junior team members and contributing to the continued growth of the practice. Our TAS team specializes in helping clients navigate acquisitions, divestitures, recapitalizations, and other strategic transactions through high-quality financial analysis and actionable insights. The Manager can be based in any of the following US 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.
Responsibilities
- Managing multiple work streams at any given time
- Coordinating financial due diligence engagements
- Collaborating with client management on diligence focus areas and providing real-time communications of issues and deal considerations
- Participating in discussions regarding business performance and forecasting assumptions with senior team management
- Identifying and supporting analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows
- Working on reports that set out our findings and recommendations around the key financial and business issues in a transaction
- Identifying integration, separation and post-transaction transition issues
- Collaborating with other team members and contributing to the ongoing development of M&A best practices
- Analyzing financial and operational results of businesses to be acquired or sold through reviewing accounting records, understanding the drivers of the business and conducting interviews with management
- Researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients
- Utilizing technology/tools in analyzing datasets and presenting visualizations
Requirements
- A bachelor’s degree in accounting or finance and 5+ years of related M&A work experience; supported by an active CPA certification or in the process of obtaining one
- Experience gained within another large professional services organization; public accounting experience preferred
- High proficiency in Excel and PowerPoint
- Effective communication skills both internally and externally, promoting active listening and consistently following up on open action items appropriately
- Excellent analytical skills and the confidence to translate complex data into meaningful insights
- The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
- Working knowledge of US GAAP
- The desire to be a long
- for lists.
For About the role: we have multiple paragraphs: maybe combine into one