Transaction Advisory Services Manager
About the role
The Transaction Advisory Services Manager at Weaver assists 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. A Manager is responsible for identifying issues for purchase price reductions, deal structuring or deal termination, and post-acquisition action steps to achieve anticipated earnings/cash flow improvements. The Manager is responsible for the overall engagement quality and timeline. They will assist in the review of databooks and reports prepared by Associates and Senior Associates. The Manager will prepare 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
- Manage and develop staff
Requirements
- Bachelor’s degree in Accounting
- CPA required
- 5+ years of experience in transaction advisory services/financial due diligence, or mergers and acquisitions transactions
- 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
- Demonstrate independent thinking and strong decision-making skills
Qualifications
- 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
Skills
- Excellent communication and team leadership skills
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, and 2 scheduled recharge days!
- In-house CPE and learning opportunities through the internal Learning & Development department
- WeaverLEAD - Internal Leadership Coaching Program to train leaders to support other leaders at every level of the organization
- Equal opportunity employer