Transaction Advisory Services Manager

Overview

This role performs comprehensive financial analysis, collaborates with the team to evaluate deal structures, and stays current on industry trends to provide valuable insights for clients. You will manage multiple projects, serve as a key client point of contact, and work with cross-functional teams to enhance the value delivered. The position also includes preparing clear reports and reviewing junior team members’ work to ensure quality and accuracy.

Responsibilities

• Perform comprehensive financial analysis, including historical and projected financial statements, to assess target company performance and identify potential risks and opportunities.
• Collaborate with the team to evaluate deal structures and valuation methodologies, considering market conditions, industry trends, and transaction-specific characteristics.
• Stay updated on industry trends, market dynamics, and competitive landscapes to support client decision-making.
• Manage and prioritize multiple projects simultaneously to ensure timely delivery of high-quality work products and meet client expectations.
• Act as a key point of contact for clients by building strong relationships and communicating findings and recommendations effectively.
• Work closely with cross-functional teams to leverage expertise from other practice areas and enhance client value.
• Prepare clear and concise reports and presentations that communicate complex financial information for clients and internal stakeholders.
• Review and verify the work of junior team members to maintain high standards of quality and accuracy.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of experience in Transaction Advisory Services or related areas.
• Strong financial modeling and analysis skills, including proficiency in Excel and financial databases.
• Solid understanding of financial statements, valuation techniques, and deal structuring.
• Demonstrated ability to manage projects and deliver results within strict timelines.
• Outstanding written and verbal communication skills for interacting with clients and team members.
• Proven problem-solving and critical-thinking skills with strong attention to detail.
• Familiarity with industry-specific regulations and compliance standards (e.g., IFRS, GAAP) is advantageous.

Preferred Qualifications

• Professional certifications such as CPA or CFA are desirable but not mandatory.

Compensation & Benefits

• Estimated base pay range: $117,000 to $158,000.
• Offers typically are not made at the maximum; the actual salary at the time of offer depends on business-related factors including location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
• Potential annual discretionary bonus, subject to participation rules and based on factors including individual and firm performance.
• Benefits highlights include:
  • 8 health plan options (HMO & PPO)
  • Dental and vision coverage
  • Opportunity to enroll in an HSA with potential firm contribution
  • Employee Assistance Program
  • Firm-sponsored basic life and short- and long-term disability coverage
  • 401(k) savings plan & profit share, with firm matching contribution
  • Well-being incentive
  • Education & certification assistance
  • Flexible time off
  • Family care leave and parental leave
  • Family formation benefits
  • Cell phone reimbursement
  • Travel rewards
  • Voluntary benefits: critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D
• Eligibility for benefits programs is dependent on annual hours expectation, position status/level, and location.

Location

Remote (as indicated by the remote designation in the posting).

Equal Opportunity & Accommodations

• Equal opportunity/affirmative action employer; all candidates receive consideration without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or other protected characteristics under federal, state, or local laws.
• Reasonable accommodations are available for candidates with disabilities who need assistance to complete an application, interview, or participate in the recruiting process.