Transaction Advisory Senior Manager

About the role

We are seeking a Transaction Advisory Senior 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. We will also consider remote candidates based in New York, New Jersey, Massachusetts, Connecticut, and the Greater Philadelphia market.

Responsibilities

• Lead complex buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements, providing strategic insights that drive investment and transaction decisions.
• Direct multiple concurrent engagements and engagement teams, ensuring exceptional client service, technical excellence, and timely delivery across all phases of the transaction lifecycle.
• Advise private equity sponsors, strategic buyers, business owners, and executive leadership teams on key financial, operational, and transaction-related considerations.
• Analyze financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and value drivers that impact transaction outcomes.
• Develop and review comprehensive reports, presentations, and analyses that communicate findings, proposed adjustments, and strategic recommendations to clients and stakeholders.
• Monitor industry trends, market activity, accounting developments, and emerging transaction considerations to enhance client value and thought leadership.
• Evaluate revenue quality, earnings sustainability, working capital trends, cash flow performance, and balance sheet accounts to assess the financial health of target businesses.
• Contribute to practice growth initiatives by supporting business development activities, participating in networking and industry events, creating thought leadership content, and expanding professional relationships.
• Drive client relationships by serving as a trusted advisor and primary point of contact throughout the engagement and transaction process.
• 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 4+ years of Transaction Advisory experience, and 7+ 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. Enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO.
• Company Culture: Dedicated to creating an inclusive, diverse, and equitable environment. Organizes events through our DEI Council and Grassi Women’s Council. Supports charitable initiatives like Grassi Gives Back, benefiting organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, and Long Island Cares.
• Benefits Package: Competitive base compensation with eligibility for raises and bonuses. Medical, dental, and vision insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program.
• ESOP Owned: All U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. The ESOP is privately funded with no outside investors.
• CPA Incentive: Financial assistance for CPA certification, including study materials, exam registration and sitting fees (up to 2x 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 and wellness initiatives, including access to the CALM app to help lower stress, decrease anxiety, improve focus, and promote restful 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: $150,000 – $225,000
• New Jersey: $150,000 – $225,000
• Massachusetts: $150,000 – $225,000
• Connecticut: $150,000 – $225,000

In addition to base salary, the role includes a comprehensive benefits package with performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development.