Manager - Transaction Advisory Services (52641)

Overview

This role involves joining the Advisory Department as a Transaction Advisory Manager. The position supports buy-side and sell-side financial due diligence engagements for private equity clients and corporate acquirers/sellers, with responsibilities spanning project management, client communication, financial analysis, reporting, and staff supervision.

Responsibilities

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers
• Plan and manage due diligence engagements on budget
• Serve as the primary client contact throughout the due diligence process
• Prepare and/or review Excel data packs
• Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
• Prepare due diligence reports and presentations for clients, compiling analyses and highlighting key findings and recommendations
• Analyze historical financial and operating results of target companies, explaining business trends and identifying risks
• Prepare financial models related to mergers, acquisitions, or other related transactions
• Perform industry research as needed on engagements
• Schedule and supervise the tasks and project assignments of senior analysts
• Mentor, train, and supervise junior staff
• Apply TAS Best Practices to ensure consistent quality of service and work product
• Actively participate in the development of the group’s Best Practices
• Develop proposals, including budgets and scope of work, and present proposals to prospective clients
• Identify and pursue business development opportunities through industry and networking relationships

Qualifications

• Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or equivalent
• CPA preferred
• Minimum of 2+ additional years of financial due diligence experience
• Minimum of 2+ years of audit experience, preferably dealing with lower middle market companies
• Solid working knowledge of US GAAP
• Highly proficient in Microsoft Word, Excel, and PowerPoint
• Excellent verbal and written communication skills
• Strong critical thinking skills with the ability to solve unstructured problems
• Excellent project management and organizational skills
• Ability to multi-task and manage multiple engagements at once
• Strong relationship-building and networking abilities

Compensation & Benefits

• Competitive compensation and benefits
• Flexibility to manage personal and professional life