AI-Driven M&A Due Diligence Manager (Hybrid)

Orion Placement; Jacksonville (FL); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Confidential Employer in Jacksonville, FL is seeking a Senior Transaction Advisory professional to lead financial due diligence and Quality of Earnings engagements for buy-side and sell-side M&A. You will oversee engagements from planning to delivery while delivering exceptional client service.

You will mentor staff, collaborate with private equity firms, owners, and bankers, use AI and data analytics to improve efficiency, and help grow our advisory practice in a fast-paced environment.

Qualifications

• 4+ years of TAS, FDD, or QOE experience.

Responsibilities

• Lead Financial Due Diligence and Quality of Earnings engagements for buy-side and sell-side M&A transactions.
• Manage engagements from planning through final delivery while ensuring exceptional client service.
• Analyze EBITDA adjustments, net working capital, cash flow, and key financial performance indicators.
• Prepare comprehensive due diligence reports and communicate findings to clients and deal teams.
• Partner with private equity firms, business owners, attorneys, investment bankers, and other transaction professionals throughout the deal process.
• Research and resolve complex accounting and transaction-related issues.
• Mentor, coach, and develop team members while fostering a collaborative, servant leadership culture.
• Balance multiple engagements and meet tight transaction deadlines without sacrificing quality.
• Leverage AI and modern technology tools to improve efficiency and deliver exceptional advisory services.
• Support additional advisory and assurance engagements as business needs require.

Skills

TAS Experience

M&A due diligence

US GAAP knowledge

EBITDA adjustments

Client management

Analytical skills

Leadership mindset

CPA preferred

AI tools familiarity

Data analytics

ProSystem fx Engagement

Construction industry experience

Tools

ProSystem fx Engagement

Job description

Confidential Employer in Jacksonville, FL is seeking a Senior Transaction Advisory professional to lead financial due diligence and Quality of Earnings engagements for buy-side and sell-side M&A. You will oversee engagements from planning to delivery while delivering exceptional client service.

You will mentor staff, collaborate with private equity firms, owners, and bankers, use AI and data analytics to improve efficiency, and help grow our advisory practice in a fast-paced environment.