Transaction Advisory Services Manager

Overview

This role involves comprehensive financial analysis, collaboration with the team to evaluate deal structures, and staying current on industry trends to provide insights for clients. You will manage multiple projects at once, serve as a key point of contact for clients, and work with cross-functional teams to enhance the overall value delivered. Responsibilities also include preparing clear reports, reviewing junior team work, and maintaining high quality and accuracy standards.

Responsibilities

• Perform comprehensive financial analysis, including historical and projected financial statements, to assess a target company’s 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 characteristics.
• Stay updated on industry trends, market dynamics, and competitive landscapes to inform client decision-making.
• Manage and prioritize multiple projects simultaneously to ensure timely delivery of high-quality work and alignment with client expectations.
• Serve 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 improve value to clients.
• Prepare clear, concise reports and presentations that make complex financial information understandable for clients and internal stakeholders.
• Review and verify the work of junior team members to maintain quality and accuracy across deliverables.

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, with proficiency in Excel and financial databases.
• Strong understanding of financial statements, valuation techniques, and deal structuring.
• Demonstrated ability to manage projects and deliver results within strict timelines.
• Outstanding communication skills (written and verbal).
• Proven problem-solving and critical-thinking abilities with strong attention to detail.
• Familiarity with industry-specific regulations and compliance standards (e.g., IFRS, GAAP) is advantageous.
• Professional certifications such as CPA or CFA are desirable but not mandatory.

Preferred Qualifications

• Familiarity with industry-specific regulations and compliance standards (e.g., IFRS, GAAP).
• Professional certifications such as CPA or CFA.

Compensation & Benefits

• Estimated base pay range: $117,000 to $158,000.
• Offers are typically not made at the maximum; 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.
• Annual discretionary bonus may be available, subject to participation rules and based on a variety of factors including individual and Firm performance.
• Benefits highlights include:
  • 8 health plan options (HMO & PPO), plus dental and vision coverage
  • Opportunity to enroll in 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, including Firm matching contribution
  • Well-being incentive
  • Education & certification assistance
  • Flexible time off
  • Family care leave, parental leave, and family formation benefits
  • Cell phone reimbursement and travel rewards
  • Voluntary benefits such as 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 depends on annual hours expectation, position status/level, and location.

Equal Opportunity & Accommodations

• The employer is an equal opportunity/affirmative action employer.
• Reasonable accommodations are available for people with disabilities. Eligibility to participate in the application, interview, or recruiting process may be supported through an accommodation request.