Transaction Advisory Manager/Senior Manager

Overview

An established accounting and business advisory firm is seeking a Transaction Advisory Manager or Senior Manager to join their growing Transaction Advisory team. This role involves supporting clients across various industries with M&A transactions, financial due diligence, and complex deal-related accounting matters. The position is project-oriented, focusing on quality of earnings analysis, financial statement assessment, and transaction execution support throughout the deal lifecycle.

Location & Work Flexibility

• Based in Rochester, NY (300 Clinton Square)
• Remote/hybrid work options available
• Initial travel to the Rochester office approximately once per month during the first few months, with potential adjustments based on location and schedule

Responsibilities

• Lead financial due diligence efforts for buy-side and sell-side transactions, including quality of earnings (QoE), working capital, and net debt analysis
• Analyze target company financials, including historical earnings, cash flow sustainability, and balance sheet exposures to support valuation and transaction structuring
• Evaluate non-recurring items, EBITDA adjustments, and accounting policies to assess normalized performance and potential deal impacts
• Support clients through the entire transaction lifecycle, including diligence, deal execution, and post-close integration considerations
• Serve as a strategic advisor on transaction-related accounting matters such as purchase accounting, revenue recognition, debt modifications, and lease considerations
• Prepare due diligence reports, financial analyses, and key findings presentations for clients, private equity sponsors, and other stakeholders
• Manage data room activities, including reviewing financial information, responding to diligence requests, and interfacing with client management teams
• Collaborate with cross-functional teams (Transaction Advisory, Audit, Tax, and other Advisory practices) to deliver integrated deal support and insights
• Evaluate financial forecasts, business plans, and key value drivers to assess reasonableness and identify upside/downside risks
• Support post-transaction activities including purchase price allocation, opening balance sheet assessments, and integration-related accounting considerations
• Maintain strong client relationships and serve as a key point of contact throughout the diligence and transaction process
• Contribute to other accounting and advisory engagements as needed

Requirements

• 6+ years of experience in transaction advisory, financial due diligence, or technical accounting (10+ years preferred for Senior Manager level)
• Bachelor’s degree in Accounting, Finance, or related field
• CPA strongly preferred
• Strong understanding of GAAP with the ability to apply accounting guidance in a transaction context
• Direct experience with financial due diligence, quality of earnings analysis, or M&A-related projects
• Advanced analytical skills to interpret complex financial data and identify key deal risks and adjustments
• Proven ability to manage multiple concurrent transactions in a fast-paced, deadline-driven environment
• Excellent communication skills with the ability to clearly present findings and insights to clients and deal stakeholders
• Strong attention to detail and commitment to delivering high-quality, client-ready deliverables
• High energy, adaptability, and motivation to work in a dynamic, client-oriented environment
• Flexibility to work on a variety of assignments, industries, and roles

Compensation & Benefits

• Base salary range: $100,000 - $120,000 - $150,000 annually (base pay only; total compensation includes eligibility for annual Manager bonus program and Management Incentive grant program)
• Competitive salaries
• Outstanding paid time off program (5 weeks)
• 16 paid holidays
• Remote/hybrid work flexibility
• 401(k) plan with firm contributions
• Tuition reimbursement program
• 100% employer-paid parking
• Management bonus program
• Variety of medical plan options with opt-out dollars if coverage is not needed
• Opportunities for personal and professional growth and development

Location

Rochester, NY (300 Clinton Square) with remote/hybrid work options

The employer is an Equal Opportunity Employer.