Financial Due Diligence & Advisory Manager

DeFi Planet; Baltimore (MD); On-site; USD 97,000 - 197,000; Full time

Job summary

An established industry player is seeking a Financial Due Diligence & Advisory Manager to join their dynamic team. In this pivotal role, you will perform comprehensive financial analyses for clients making acquisition decisions, ensuring they have the insights needed to navigate complex transactions. Your expertise will empower clients to realize their full potential while you thrive in a supportive environment that values your contributions. With a focus on professional growth and a commitment to well-being, this opportunity offers a competitive compensation package and a chance to make a significant impact in the middle market sector. If you're ready to take your career to the next level, this role is for you.

Benefits

Generous time off policy

14 paid holidays

Wellbeing days

Self-managed time off

Flexible schedule

Qualifications

• 6+ years in Audit or Transaction Advisory practice required.
• Strong leadership and communication skills essential.

Responsibilities

• Perform financial due diligence for client acquisitions.
• Prepare detailed financial analysis for acquisition decisions.
• Participate in client meetings and site visits.

Skills

Financial Analysis

Verbal Communication

Written Communication

Team Leadership

Client Engagement Management

Microsoft Excel

Microsoft PowerPoint

Traveling

Education

Bachelor’s degree in Accounting

Tools

Financial Software Tools

Job description

Financial Due Diligence & Advisory Manager

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Responsibilities:

1. Performs financial due diligence for clients who are acquiring businesses.
2. Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis.
3. Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements.
4. Uses various software tools as designated by the firm.
5. Interacts with the other functional areas of the practice including tax, audit, and other consulting practices.
6. Assists in preparing proposals and engagement letters.
7. Represents the firm in community activities and professional associations.

Required Qualifications:

1. Bachelor’s degree in Accounting.
2. Minimum of 6 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm.
3. Supervision / Team Leadership experience.
4. Ability to direct and manage client engagements.
5. Excellent verbal and written communication skills.
6. Proficient with Microsoft Excel and Microsoft PowerPoint.
7. Ability to travel 25-30% overnight.

Preferred Qualifications:

1. CPA certification.
2. Able to work within tight deadlines and take responsibility for getting the job done in a timely manner.
3. Preferred industry experience in one or more of the following: manufacturing, distribution, retail, healthcare, energy, and technology.

At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry-level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college/university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

Compensation Range: $97,700 - $196,400

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.