Manager, Transaction Advisory Services

Overview

This role supports a comprehensive financial advisory platform focused on Quality of Earnings (QofE). The organization is seeking a high-performing Manager to join the Quality of Earnings team. This position involves project management of buy-side and sell-side transaction engagements, oversight of associate teams delivering high-quality financial insights, and acting as a primary point of contact for clients.

Although this is a remote role, candidates based in the Dallas/Fort Worth area are strongly preferred to support team collaboration and growth.

Responsibilities

• Oversee teams performing Quality of Earnings analyses, including:
  • Revenue and EBITDA normalization
  • Working capital assessments
  • Identification of key financial trends
  • At times, perform underlying work in complex transactions or when team capacity is stretched
• Supervise QofE workstreams, including:
  • Historical financial statement analyses, including identification of unusual or non-recurring items impacting financial performance
  • Data requests and information flow during diligence processes
• Collaborate with team members to ensure deliverables are accurate, consistent, and delivered on time
• Own client relationships and ensure timely communication of findings; run client discussions throughout the project/deal lifecycle
• Participate in business development efforts, industry events, and shows; contribute to knowledge sharing and market influence
• Hire, train, and performance manage Associates to ensure continuous development and progression

Requirements

• Bachelor’s degree in accounting, finance, or a related field
• 6+ years of experience in public accounting (audit or transaction advisory preferred)
• Direct experience with Quality of Earnings
• Proven experience project managing teams and serving as the first point of contact for clients
• Strong analytical and problem-solving skills with attention to detail
• Expertise in Excel and financial modeling
• Curiosity/fluency in automated intelligence
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Strong written and verbal communication skills
• Ability to work independently in a remote environment while staying highly collaborative

Preferred Qualifications

• CPA preferred

Compensation & Benefits

Competitive compensation and a comprehensive benefits package, including:

• 401(k) profit-sharing retirement plan
• Paid holidays
• Vacation and sick leave
• Voluntary medical, dental, and vision coverage
• Company-paid life and disability insurance

Location

Remote. Candidates based in the Dallas/Fort Worth area are strongly preferred.