Transaction Advisory Services Manager

Overview

This role is with the Transaction Advisory Services (TAS) team, supporting buy-side and sell-side financial due diligence, business valuation analyses, and related transaction consulting engagements for small-to-middle-market businesses.

The position is based out of the South Burlington, VT or Albany, NY office, with remote capabilities also considered.

Responsibilities

• Lead day-to-day responsibilities in buy-side and sell-side financial due diligence engagements for both private equity and strategic corporate buyers across a wide range of industries
• Lead diligence meetings with target company management teams
• Perform quality of earnings and working capital analyses, including formulation of adjusting entries to client financial statements
• Understand and evaluate financial and operational trends of subject companies
• Assist in analyzing target company financial operations and identify issues that may impact the purchase price and help resolve them
• Prepare and communicate due diligence findings in a formal report
• Manage multiple tasks and projects simultaneously
• Assist in preparing proposals and engagement letters
• Supervise Associates and provide performance review feedback

Requirements

• Bachelor’s degree in accounting
• Minimum of 5 years in public accounting (audit and/or transaction advisory), with 2+ years in transaction advisory preferred
• Excellent technical skills, including data management and analysis
• Experience in Excel and PowerPoint
• Strong communication skills, both written and verbal
• Ability to manage multiple projects and tasks on short-notice engagements
• Strong critical thinking, analytical, and problem-solving skills
• Ability to work in a time-sensitive, deadline-driven environment
• Ability to work at varying levels of responsibility depending on project type and timing, with willingness to flex upwards and downwards over the course of an engagement
• Ability to work independently and collaboratively in a team environment
• Demonstrated attention to detail and commitment to producing high-quality work

Preferred Qualifications

• CPA license preferred

Compensation & Benefits

• Flexible work schedule
• Excellent benefits program
• Professional education opportunities
• Competitive compensation

Location

Based out of the South Burlington, VT or Albany, NY office, with remote capabilities also considered.

Equal Opportunity Employer

The employer is an equal opportunity employer and does not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or other non-merit factor.