Jobs · North Carolina

Transaction Advisory Supervisor

Frazier & Deeter · Charlotte, NC · 1 mo ago
HybridFull-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 if posting has real specific content. We need to parse the posting. The posting includes: - Intro paragraph about firm: "Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm..." This is about the firm, could be "About the role"? Actually "About the role" is more about the job. The intro is about firm, could be considered "About the role"? Might be better as a paragraph before sections. The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Thus we need to decide which sections have content. We have: - Job Summary: description of role. Could be "About the role" or maybe "Job Summary". The allowed headings include "About the role". So we can put that as

    About the role

    with paragraph(s) containing the job summary. - Duties & Responsibilities: list of duties. So

    Responsibilities

    with
    • items. - Education & Experience: list of qualifications. Could be "Requirements" or "Qualifications". The allowed headings include Requirements, Qualifications, Skills. We have education and experience, plus some preferred qualifications. So we can put

      Requirements

      (or Qualifications). Probably "Requirements" for mandatory, and maybe "Qualifications" for preferred? But we should avoid thin sections. Could combine into one "Requirements" section containing both required and preferred. Or separate? The instruction: Prefer a few substantive sections over many thin ones. So better to have one section for Requirements/Qualifications. We also have mention of hybrid work arrangement at end: "- hybrid". That's about schedule? It indicates hybrid work arrangement. Could be considered Schedule? The posting does not explicitly state schedule like full-time, part-time, remote, etc. It just says hybrid. That could be considered Schedule or maybe a note. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state hybrid (work arrangement). That could be considered Schedule? Might be considered "Schedule" (e.g., hybrid). But it's not a schedule like hours; it's work location. Could be considered "Benefits"? Not really. Might be better to include a short paragraph under Responsibilities or maybe a separate section "Work Arrangement"? Not allowed headings. Could fold into a short

      after Requirements. The instruction: fold minor metadata into a short

      or drop it. So we can include a short

      indicating hybrid work arrangement. We have no explicit Pay or Benefits info. So we should not create those sections. Thus sections: About the role, Responsibilities, Requirements (or Qualifications). Possibly also Skills? The posting includes skills like "Strong understanding of GAAP", "project management", "client relationship management". Those could be under Skills. But we can incorporate them into Requirements. We need to preserve all substantive information. So we need to include all bullet points from Duties & Responsibilities and Education & Experience. Let's extract. Job Summary paragraph: "At Frazier & Deeter, our Transaction Advisory Services team helps clients make informed decisions during some of the most important moments in their business lifecycle. As a Transaction Advisory Supervisor, you'll work alongside a collaborative team of professionals, supporting buy-side and sell-side transactions through financial due diligence and meaningful business insights. This role offers the opportunity to work directly with clients, gain exposure to a variety of industries, and develop expertise in a fast-paced environment where no two engagements are alike." We'll put that as

      under About the role. Duties & Responsibilities bullet list: - Lead day-to-day execution of financial due diligence engagements across multiple clients and industries. - Financial due diligence including drafting quality of earnings deliverables including: - Analyze historical income statements and balance sheets to calculate, support, and propose adjustments to EBITDA, uncovering non-recurring expenses, pro-forma items, and operational shifts. - Analyze monthly net working capital patterns, compute seasonality baselines and isolate normalization adjustments. - Revenue recognition analysis - Cash proof analysis - Calculate cash to accrual conversions and other adjustments to align with GAAP - Review workpapers, analyses, and deliverables prepared by associates and seniors to ensure accuracy and quality. - Coordinate and manage engagement timelines, deliverables, and client communications. - Assist in the importation and formatting of large data sets - Manage data request list and data room for due diligence engagements - Attend networking events - Assist leadership in evaluating complex accounting, financial reporting, and transaction-related matters. We need to preserve all. The bullet list includes sub-bullets under "Financial due diligence including drafting quality of earnings deliverables including:" which is a heading? We'll treat as a bullet with sub-items. Could flatten: each sub-item as separate

    • . The leading bullet "Financial due diligence including drafting quality of earnings deliverables including:" is itself a duty? It might be a heading for sub-duties. We'll include it as a
    • and then sub-items as nested
        maybe. But instruction: Use
        • for any list of duties/requirements/benefits. It didn't forbid nested lists. We can do nested. Education & Experience bullet list: - 3-5+ years of public accounting experience, including 2+ years of dedicated transaction advisory or financial due diligence experience. - Bachelor's degree in Accounting, Finance, or related field required, with demonstrated technical accounting and financial analysis experience. - Prior experience leading workstreams or supervising staff on due diligence engagements. - Demonstrated experience preparing and reviewing Quality of Earnings analyses and reports. - Strong understanding of GAAP and financial statement analysis. - Experience working directly with private equity firms, strategic buyers, lenders, and business owners preferred. - Proven ability to manage multiple engagements and competing deadlines simultaneously. - CPA license or active progress toward CPA certification strongly preferred. - Experience coaching, mentoring, or developing junior professionals preferred. - Demonstrated project management and client relationship management skills. Also at end: "- hybrid". We'll treat as a short

          maybe: "Hybrid work arrangement." Now we need to output only HTML fragment, no /, no markdown fences. Thus:

          About the role

          At Frazier & Deeter, our Transaction Advisory Services team helps clients make informed decisions during some of the most important moments in their business lifecycle. As a Transaction Advisory Supervisor, you'll work alongside a collaborative team of professionals, supporting buy-side and sell-side transactions through financial due diligence and meaningful business insights. This role offers the opportunity to work directly with clients, gain exposure to a variety of industries, and develop expertise in a fast-paced environment where no two engagements are alike.

          Responsibilities

          • Lead day-to-day execution of financial due diligence engagements across multiple clients and industries.
          • Financial due diligence including drafting quality of earnings deliverables including:
            • Analyze historical income statements and balance sheets to calculate, support, and propose adjustments to EBITDA, uncovering non-recurring expenses, pro-forma items, and operational shifts.
            • Analyze monthly net working capital patterns, compute seasonality baselines and isolate normalization adjustments.
            • Revenue recognition analysis
            • Cash proof analysis
            • Calculate cash to accrual conversions and other adjustments to align with GAAP
            • Review workpapers, analyses, and deliverables prepared by associates and seniors to ensure accuracy and quality.
            • Coordinate and manage engagement timelines, deliverables, and client communications.
            • Assist in the importation and formatting of large data sets
            • Manage data request list and data room for due diligence engagements
            • Attend networking events
            • Assist leadership in evaluating complex accounting, financial reporting, and transaction-related matters.

          Requirements

          • 3-5+ years of public accounting experience, including 2+ years of dedicated transaction advisory or financial due diligence experience.
          • Bachelor's degree in Accounting, Finance, or related field required, with demonstrated technical accounting and financial analysis experience.
          • Prior experience leading workstreams or supervising staff on due diligence engagements.
          • Demonstrated experience preparing and reviewing Quality of Earnings analyses and reports.
          • Strong understanding of GAAP and financial statement analysis.
          • Experience working directly with private equity firms, strategic buyers, lenders, and business owners preferred.
          • Proven ability to manage multiple engagements and competing deadlines simultaneously.
          • CPA license or active progress toward CPA certification strongly preferred.
          • Experience coaching, mentoring, or developing junior professionals preferred.
          • Demonstrated project management and client relationship management skills.

          Hybrid work arrangement.

          Check: Did we miss any content? The intro about firm: "Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you! We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life." We omitted that. Should we include? It's substantive info about firm. Could be placed under About the role as additional paragraph before job summary. The instruction: Use

          for section headings (e.g. About the role, Responsibilities...). So we could include that as part of About the role section. It's about the firm, but still relevant. Let's add a paragraph before the job summary. Thus About the role section will have two paragraphs: first about firm, second about job summary. We need to preserve all substantive information. So include that. Thus:

          About the role

          Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you! We serve clients of all

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