Transaction Advisory Services Manager
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not repeat job title as heading. No markdown fences.
We need to ensure we preserve all substantive information. Let's extract and structure.
First, About the role: combine introductory paragraphs:
"Count on us. Our 'we-care' culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Our management consulting team focuses on our clients’ critical business needs. From transaction services to operations and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities. Plante Moran’s Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager, you will focus on buy-side and sell-side due diligence engagements, including quality of earnings analysis, working capital assessments, and review of accounting policies to evaluate performance sustainability and identify risks."
Also maybe include "What makes us different?" but that could be part of About the role. However we might want to keep it concise but preserve all. The "What makes us different?" paragraph includes: "On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now." The "Apply now." is application instruction, should be removed. Also the "So, what are you waiting for?" is fluff but maybe keep as part of culture? Might be considered boilerplate? It's not legal/EEO but it's promotional. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This is not exactly those, but it's a call to action. Might be considered application instruction? Probably yes. Safer to remove the "So, what are you waiting for? Apply now." Also remove "Apply now." later.
Also later there is "Plante Moran enjoys a “Workplace for Your Day” model..." which is schedule/flexibility.
Also later there is diversity statement: "Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work." This is substantive about culture, could be part of About the role.
Also later there is "Plante Moran is an Equal Opportunity Employer." etc. That's EEO boilerplate, must remove.
Also "Plante Moran maintains a drug-free workplace." remove.
Also "Interested applicants must submit their resume..." remove.
Also "Due to the high volume..." remove.
Also "Candidates must be legally authorized..." remove.
Also "Unsolicited resumes..." remove.
Also "The specific statements above are not intended to be all-inclusive." remove.
Also "We are pleased to offer eligible staff a robust benefits package." keep as part of Benefits intro.
Also "Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week." keep.
Also "Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time." keep.
Also "The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent." keep.
Also "Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation." This is legal/state-specific; might be considered legal boilerplate? It's about application process; could be considered application instruction? Probably remove as it's legal/EEO-ish. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is legal, so remove.
Also "This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended." remove as application instruction.
Now we need to structure.
Sections:
- About the role: combine culture, team, TAS, manager role, what makes us different (excluding fluff), diversity statement.
- Responsibilities: list of duties from "Your role. Your Work Will Include, But Not Be Limited To" and also earlier "Responsibilities include researching industry and target data, building financial models, analyzing financial statements under GAAP, calculating adjustments, preparing reports, presenting findings, participating in client meetings, supervision, and assisting with project scoping." Also the bullet list after "Your role. Your Work Will Include, But Not Be Limited To". We need to combine all responsibilities into a list.
Let's extract responsibilities:
From earlier: "Responsibilities include researching industry and target data, building financial models, analyzing financial statements under GAAP, calculating adjustments, preparing reports, presenting findings, participating in client meetings, supervision, and assisting with project scoping."
From "Your role. Your Work Will Include, But Not Be Limited To": then a list (seems like sentences without bullet). Let's parse:
"Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts
Prepare detailed financial analysis to assist clients evaluating acquisition decisions
Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis
Develop and review financial forecasts
Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired
Analyze financial statements to determine sustainability of performance
Assist in preparing proposals and engagement letters
Organize varying projects against deadlines and mange time effectively"
Note typo "mange". We'll keep as is.
We should combine these into a
- list.
- Requirements/Qualifications: we have "The Qualifications." with bullet
for prose. We must not repeat job title as heading. No markdown fences. We need to ensure we preserve all substantive information. Let's extract and structure. First, About the role: combine introductory paragraphs: "Count on us. Our 'we-care' culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Our management consulting team focuses on our clients’ critical business needs. From transaction services to operations and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities. Plante Moran’s Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager, you will focus on buy-side and sell-side due diligence engagements, including quality of earnings analysis, working capital assessments, and review of accounting policies to evaluate performance sustainability and identify risks." Also maybe include "What makes us different?" but that could be part of About the role. However we might want to keep it concise but preserve all. The "What makes us different?" paragraph includes: "On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now." The "Apply now." is application instruction, should be removed. Also the "So, what are you waiting for?" is fluff but maybe keep as part of culture? Might be considered boilerplate? It's not legal/EEO but it's promotional. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This is not exactly those, but it's a call to action. Might be considered application instruction? Probably yes. Safer to remove the "So, what are you waiting for? Apply now." Also remove "Apply now." later. Also later there is "Plante Moran enjoys a “Workplace for Your Day” model..." which is schedule/flexibility. Also later there is diversity statement: "Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work." This is substantive about culture, could be part of About the role. Also later there is "Plante Moran is an Equal Opportunity Employer." etc. That's EEO boilerplate, must remove. Also "Plante Moran maintains a drug-free workplace." remove. Also "Interested applicants must submit their resume..." remove. Also "Due to the high volume..." remove. Also "Candidates must be legally authorized..." remove. Also "Unsolicited resumes..." remove. Also "The specific statements above are not intended to be all-inclusive." remove. Also "We are pleased to offer eligible staff a robust benefits package." keep as part of Benefits intro. Also "Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week." keep. Also "Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time." keep. Also "The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent." keep. Also "Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation." This is legal/state-specific; might be considered legal boilerplate? It's about application process; could be considered application instruction? Probably remove as it's legal/EEO-ish. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is legal, so remove. Also "This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended." remove as application instruction. Now we need to structure. Sections: - About the role: combine culture, team, TAS, manager role, what makes us different (excluding fluff), diversity statement. - Responsibilities: list of duties from "Your role. Your Work Will Include, But Not Be Limited To" and also earlier "Responsibilities include researching industry and target data, building financial models, analyzing financial statements under GAAP, calculating adjustments, preparing reports, presenting findings, participating in client meetings, supervision, and assisting with project scoping." Also the bullet list after "Your role. Your Work Will Include, But Not Be Limited To". We need to combine all responsibilities into a list. Let's extract responsibilities: From earlier: "Responsibilities include researching industry and target data, building financial models, analyzing financial statements under GAAP, calculating adjustments, preparing reports, presenting findings, participating in client meetings, supervision, and assisting with project scoping." From "Your role. Your Work Will Include, But Not Be Limited To": then a list (seems like sentences without bullet). Let's parse: "Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts Prepare detailed financial analysis to assist clients evaluating acquisition decisions Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis Develop and review financial forecasts Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired Analyze financial statements to determine sustainability of performance Assist in preparing proposals and engagement letters Organize varying projects against deadlines and mange time effectively" Note typo "mange". We'll keep as is. We should combine these into a
- list. - Requirements/Qualifications: we have "The Qualifications." with bullet