Manager- Transaction Advisory Services

Overview

This role manages Transaction Advisory Services engagements with a focus on client satisfaction and firm economics. Responsibilities include leading preparation of a quality of earnings (QoE) data book, analyzing market trends affecting cash flow and financial analytics, and supporting client meetings and site visits to gather information for deal valuations. The position also includes leading and developing associates, recommending process improvements, and partnering with practice leadership to support practice improvements and growth.

Responsibilities

• Manage engagements with little supervision, ensuring high client satisfaction and appropriate firm economics
• Lead the initial QoE Data Book preparation by leveraging available international and domestic coworkers
• Participate in client meetings and site visits, interacting with top-level management to obtain information needed for financial analysis
• Assess market trends that may impact project cash flow requirements and deal valuations
• Develop, mentor, and inspire staff
• Build and maintain client relationships
• Work effectively in a team environment across all levels of client personnel in various industries
• Thrive in a dynamic, fast-paced, deadline-driven environment
• Provide ideas and feedback to improve the practice and deliverables
• Work directly with the Managing Director and Partner

Requirements

• Bachelor’s or Master’s degree in Accounting and/or Finance
• CPA or CVA
• 4–5 years of public accounting or consulting experience from a national professional services firm
• Transaction advisory or related accounting experience
• Experience with direct client management
• Strong aptitude for quantitative and qualitative analysis
• Ability to work independently or within a team dynamic in a demanding, deadline-driven environment, while professionally managing unexpected issues and questions

Compensation & Benefits

• $140,000 - $165,000 a year (estimated salary range)
• Total rewards package with flexible work arrangements, personalized benefit structures, and financial compensation options
• Well-being resources including an interactive wellness platform and incentives, an employee assistance program, and mental health resources
• Balance & flexibility including 14 Firm Holidays (including 2 floating), Flex PTO, paid family leave, winter break, summer hours, and remote work options
• Professional development opportunities including CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through the employer’s university

Location

Candidates in the San Francisco Bay Area are intended for this estimated salary range. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply; a recruiter will provide a range specific to location and qualifications.

Equal Employment Opportunity

Equal employment opportunity is provided to all employees and applicants, and discrimination and harassment are prohibited on any basis protected by federal, state, or local laws. Accommodations are available on request for candidates participating in the selection process.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be consistent with the San Francisco Fair Chance Ordinance.