M&A Due Diligence & Transaction Advisory Lead

Uhy Llp; New York, Northern (NY, KY); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Positive work env

Competitive compensation

Comprehensive benefits

Job summary

UHY in New York seeks a Transaction Services Manager to lead financial due diligence and M&A advisory engagements. You will analyze financial statements, assess deal risks, and guide clients through mergers, acquisitions, and divestitures for private equity firms, corporates, and banks.

You will supervise staff, develop financial models, and prepare executive summaries to support deal decisions. Requires 4–6+ years in related fields and a Bachelor's in Accounting/Finance; CPA preferred.

Qualifications

• Bachelor's degree in Accounting and/or Finance with strong academic performance.
• 4-6+ years of audit / corporate finance / transaction advisory service experience.
• CPA designation preferred.

Responsibilities

• Manage buy-side and sell-side financial due diligence engagements for M&A transactions.
• Assess QoE, working capital adjustments, and cash flow trends to evaluate deal risks.
• Analyze financial statements, revenue models, and business operations to identify red flags.
• Lead preparation of financial reports, executive summaries, and key transaction insights.
• Develop and review financial models, valuation assessments, and sensitivity analyses.
• Serve as the primary client contact and provide advisory support.
• Collaborate with investment bankers, private equity firms, and corporate executives to structure deals.
• Train, mentor, and supervise junior professionals.
• Support post-transaction integration by analyzing financial structures and deal synergies.

Job description

UHY in New York seeks a Transaction Services Manager to lead financial due diligence and M&A advisory engagements. You will analyze financial statements, assess deal risks, and guide clients through mergers, acquisitions, and divestitures for private equity firms, corporates, and banks.

You will supervise staff, develop financial models, and prepare executive summaries to support deal decisions. Requires 4–6+ years in related fields and a Bachelor's in Accounting/Finance; CPA preferred.