Jobs · Finance · Michigan

Transaction Advisory Services Manager

Plante Moran · Grand Rapids, MI · 1 mo ago
Finance$123k–$185k/yrFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Need to parse the posting. First, identify content: - Intro: "Count on us. Our 'we-care' culture..." This is about culture, maybe "About the role"? Actually it's about company culture. Could be "About the role" or maybe "About the company". But we only have allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can map content to these. - "Our management consulting team focuses on our clients’ critical business needs..." This is description of team and role. Could be "About the role". - "As a manager, you will focus on buy-side and sell-side due diligence engagements..." This is responsibilities. - Then "Your role. Your Work Will Include, But Not Be Limited To" list of duties. That's responsibilities. - Then "The Qualifications." bullet list: Bachelor’s Degree in Accounting or Finance, Preferred Certifications: CPA, 4-6 years of experience..., Consistent travel..., This is an exempt position... That's qualifications/requirements. - Then "What makes us different?" etc. That's more about company culture, maybe "About the role" or could be omitted as boilerplate? It's not EEO but it's culture. Could be part of "About the role". But we need to avoid duplication. - Then "Plante Moran enjoys a “Workplace for Your Day” model..." This is about flexibility, schedule? Could be Schedule? It mentions flexibility and balance, in-person model, optimal working environment each day. That's schedule/flexibility. Could be Schedule section. - Then "Plante Moran is committed to a diverse workplace..." That's EEO/diversity, but we should remove EEO boilerplate. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So we should drop that diversity statement. - Then "Plante Moran is an Equal Opportunity Employer..." drop. - Then "Interested applicants must submit their resume..." drop application instructions. - Then "Due to the high volume..." drop. - Then "Candidates must be legally authorized..." drop? That's a requirement about work authorization; could be considered a qualification but it's boilerplate legal. Probably drop as it's EEO/legal. The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. Work authorization is not exactly EEO but could be considered legal. Safer to drop. - Then "Unsolicited resumes..." drop. - Then "The specific statements above are not intended to be all-inclusive." drop. - Then "We are pleased to offer eligible staff a robust benefits package." This is benefits. Then details: health, dental, vision, disability, life insurance, Flexible Time Off, holidays, 401(k), flexible benefits plans, business-related travel expense, lodging, meal reimbursement, pension plan for admin/paraprofessional, discretionary bonus plan, contingent staff health insurance option. That's benefits. - Then "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." Then later: "The compensation range for this role in CO, IL, OH, and MA is: $123,000.00-$185,000.00". That's pay. - Then "This application window is a good-faith estimate..." drop. Thus we have sections: About the role (intro + team description), Responsibilities (duties list), Qualifications (education, experience, certifications, travel, exempt), Benefits, Pay. Possibly Schedule? The "Workplace for Your Day" model describes flexibility; could be Schedule. It's specific content about flexibility and balance, in-person model, optimal working environment each day. That's schedule/flexibility. So we could include Schedule section. We must not repeat job title as heading. No Job ID. We must not create sections with filler like "commensurate with experience". We have real content. Now craft HTML. Structure:

About the role

... combine intro paragraphs about culture, management consulting team, transaction advisory services, manager focus.

Responsibilities

  • 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 manage time effectively
Note: The original had "Organize varying projects against deadlines and mange time effectively" typo "mange". We should preserve as is? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep the typo? It's a typo but it's part of the posting. We should keep exactly as given. So "mange". We'll keep.

Qualifications

  • Bachelor’s Degree in Accounting or Finance
  • Preferred Certifications: CPA
  • 4-6 years of experience in a Transaction Advisory services practice, an Audit or Consulting practice, or Investment Banking
  • Consistent travel with approximately 20% overnight
  • This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week

Benefits

  • Health, dental, vision, disability, and life insurance
  • Flexible Time Off and various pre-determined holidays
  • 401(k) plan
  • Flexible benefits plans
  • Business-related travel expense, lodging, and meal reimbursement for business-related use
  • Pension plan for eligible administrative and paraprofessional staff
  • Discretionary bonus plan for eligible staff
  • Option for contingent staff to elect health insurance in addition to limited paid sick time

Pay

The compensation range for this role in CO, IL, OH, and MA is: $123,000.00‑$185,000.00

Schedule

Plante Moran enjoys a “Workplace for Your Day” model which strives for flexibility and balance while staying true to a principally in‑person model; employees are encouraged to work with their supervisor and team to determine their optimal working environment each day.

Check for any duplicated content: We included intro about culture and team description. Ensure we didn't miss any substantive info like "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." That's part of About the role. Also "At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities." Include. Also "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." Include. Also "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." That's part of responsibilities but we already have responsibilities list; could also include in About the role? But we already have responsibilities list covering many. Might be okay to keep responsibilities list only; but we might miss some nuance. However the instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we need to include that sentence somewhere. It's about role focus. Could be placed in About the role or Responsibilities. Since we already have Responsibilities list, we could add that sentence as a paragraph before the list. But we must not duplicate. Let's add a paragraph under About the role that includes the description of the team and the manager focus. Thus About the role paragraph will combine: "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." That covers all. Now Responsibilities list as given. Qualifications list as given. Benefits list as given. Pay paragraph. Schedule paragraph. Check for any other substantive content: "Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time." Already included in benefits. Also "A pension plan is also available for eligible administrative and paraprofessional staff." Included. Also "A discretionary bonus plan is available for eligible staff." Included. Also "Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time." Included. 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." This is more about compensation but we already have pay range; the extra detail is substantive. Should we include? It's about compensation determination. Could be part of Pay section. We can add a paragraph after the range. Thus Pay section could have:

The compensation range for this role in CO, IL, OH, and MA is: $123,000.00‑$185,000.00. This range reflects the base salary we reasonably expect to pay; compensation decisions consider responsibilities, education, experience, knowledge, skills, and geography. Experienced hires are typically not hired at or near the maximum, while early‑career/campus hires receive standardized, market‑based starting salaries.

We must preserve the exact wording? We can keep close but not invent. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. We can paraphrase? Safer to keep exact sentences. Let's extract exact sentences: From text: "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

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