Transaction Advisory Services Manager

About the role

The Transaction Advisory Services Manager position at Weaver is ideal for individuals with a background in transaction advisory services, financial due diligence, or mergers and acquisitions. The role involves assisting in the strategic development and execution of transaction structures, including financial due diligence. Key responsibilities include understanding profit drivers and trends, drafting purchase agreements, and managing post-closing transaction matters.

Responsibilities

• Assist in the strategic development and execution of an appropriate transaction structure, including financial due diligence.
• Understand profit drivers and trends, assist with purchase agreements and post-closing transaction matters.
• Identify issues for purchase price reductions, deal structuring, or deal termination, and develop post-acquisition action steps to achieve anticipated earnings/cash flow improvements.
• Manage and develop staff, ensuring the overall engagement quality and timeline.
• Prepare client-ready deliverables and assist in the review of data books and reports prepared by Associates and Senior Associates.

Requirements

• Bachelor’s degree in Accounting
• CPA required
• 5+ years of experience in transaction advisory services/financial due diligence, or mergers and acquisitions transactions
• Advanced understanding of technical accounting literature with GAAP
• Experience with due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers, analyzing financial/operational results of targets through reviewing accounting records and conducting interviews with management, and preparing pro forma financial information
• Demonstrated independent thinking and strong decision-making skills

Preferred Qualifications

• Master’s degree in Accounting or related field
• Proven ability to manage, mentor, and develop staff
• Strong relationship management and practice development skills
• Proven ability to attract and service new clients and expand services to existing clients

Benefits

• Competitive health benefits, including medical, dental, vision, disability, life insurance, and a 401(k) plan
• Flexible scheduled time off (STO)
• Minimum of 56 hours of sick and safe leave
• 11 holidays
• 2 scheduled recharge days
• In-house CPE and learning opportunities through the internal Learning & Development department
• WeaverLEAD leadership coaching program to train leaders to support other leaders at every level of the organization

Pay

Annual Base Pay Range in California and New York: $110,000 to $160,000. Exact compensation may vary based on skills, experience, and location.

Schedule

Not specified

Qualifications

Not specified

Skills

Not specified

Benefits

Not specified