Manager, Transaction Advisory Services

Overview

This role is for a high-performing Manager to join the Quality of Earnings team within a financial advisory platform. The position contributes at the ground level of a growing, performance-driven offering that supports clients through Valuation, Transaction Opinions, CFO Advisory, and Transaction Advisory Services (Quality of Earnings).

While this is a remote role, candidates based in or near 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 other Quality of Earnings workstreams, including:
  • Historical financial statements analyses (including identifying unusual or non-recurring items impacting financial performance)
  • Data requests and information flow during diligence processes
• Collaborate with team members to ensure accuracy, consistency, and timeliness of deliverables
• Own client relationships and ensure timely communication of findings; run client discussions throughout the project/deal lifecycle
• Participate in business development efforts, including industry events and shows; contribute to knowledge sharing and market influence
• Hire, train, and performance manage Associates to support 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 required
• Proven experience project managing teams and serving as 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
• 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 or near the Dallas/Fort Worth area are strongly preferred.