Manager, Transaction Advisory Services

Overview

The organization is seeking a high-performing Manager to join the Quality of Earnings team. This role supports a comprehensive financial advisory platform serving clients through Valuation, Transaction Opinions, CFO Advisory, and Transaction Advisory Services (Quality of Earnings).

This position involves project managing buy-side and sell-side transaction engagements, overseeing teams of associates to deliver high-quality financial insights, and serving as a primary point of contact for clients.

While this is a remote role, candidates based in the Dallas/Fort Worth area are strongly preferred.

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 Quality of Earnings workstreams, including:
  • historical financial statement analyses (including identifying unusual or non-recurring items affecting financial performance)
  • managing data requests and information flow during diligence processes
  • collaborating with team members to ensure accuracy, consistency, and timeliness of deliverables
• Own client relationships and ensure timely communication of findings, including running client discussions throughout the project/deal lifecycle
• Participate in business development efforts, industry events, shows, and 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 first point of contact for clients
• Strong analytical and problem-solving skills with attention to detail
• Expertise in Excel and financial modeling
• 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 role; candidates based in the Dallas/Fort Worth area are strongly preferred.