Transaction Advisory Services Manager

The Transaction Advisory Services (TAS) Manager is responsible for overseeing and conducting financial due diligence engagements with a focus on evaluating the quality of a company's earnings. This role involves analyzing financial statements, identifying key financial trends, and providing insights that inform transaction decisions, including mergers and acquisitions (M&A). The TAS Manager works closely with clients, internal teams, and other advisors to ensure accurate, thorough, and reliable financial analysis.

• Lead and manage transaction advisory engagements, including buy-side and sell-side due diligence, M&A advisory, and financial modeling
• Conduct comprehensive financial due diligence, analyzing historical financial performance, and assessing future financial projections
• Analyze revenue recognition, expense matching, working capital trends, and other key financial metrics
• Identify and quantify non-recurring, non-operational, or other unusual items impacting earnings
• Prepare detailed quality of earnings reports highlighting findings, risks, and recommendations
• Prepare detailed financial reports, highlighting key findings and recommendations for clients
• Develop financial models to support valuation, pricing, and other transaction-related analyses
• Coordinate with clients, other advisors, and internal teams to facilitate seamless transaction processes
• Stay up to date with relevant accounting standards, regulations, and industry trends
• Advise clients on the implications of regulatory changes on their transactions
• Communicate complex financial concepts and findings clearly and effectively to clients
• Identify opportunities to expand transaction services within existing and new client relationships

Requirements

• Bachelor’s degree in accounting, business, or finance required
• CPA or CMA license preferred
• 5-7 years of experience in transaction advisory services, public accounting or a related field preferred
• Strong analytical and financial modeling skills
• Strong technology skills
• Ability to work on multiple projects and meet deadlines
• Ability to communicate clearly in writing and verbally
• Team player
• Ability to think innovatively

Benefits

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.