Transaction Advisory Services Manager

About the role

The Transaction Advisory Services Manager at Weaver is responsible for assisting in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence. The Manager works to understand profit drivers and trends, assists with purchase agreements and post-closing transaction matters, identifies issues for purchase price reductions, deal structuring or deal termination, and prepares client-ready deliverables.

Responsibilities

• Aid in the strategic development and execution of transaction structures
• Execute 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
• Prepare client-ready deliverables

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
• Independent thinking and strong decision-making skills

Qualifications

• Demonstrate an advanced understanding of technical accounting literature with GAAP
• Possess 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
• Master’s degree in Accounting or related field preferred
• Proven ability to manage, mentor and develop staff
• Strong relationship management and practice development skills
• Ability to attract and service new clients and expand services to existing clients

Benefits

Weaver offers competitive health benefits, including medical, dental, vision, disability, life insurance, and a 401(k) plan. Weaver also supports employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Further, Weaver offers in-house CPE and learning opportunities through our internal Learning & Development department. WeaverLEAD is an internal leadership coaching program designed to train leaders to support other leaders at every level of the organization.