M&A Transaction Advisory Lead

Plante Moran; Chicago (IL); On-site; USD 123,000 - 185,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible Time Off

Pension plan

Discretionary bonus

Job summary

Plante Moran is seeking a TAS Manager to lead buy-side and sell-side due diligence engagements, including quality of earnings analysis and working capital assessments. You will supervise projects, build financial models, and present findings to clients.

Join a top-tier advisory team known for growth, client service, and a culture focused on opportunity and inclusion. Travel about 20% is expected across engagements.

Qualifications

• Bachelor’s Degree in Accounting or Finance
• Preferred Certifications: CPA
• 4-6 years of experience in a Transaction Advisory services practice, an Audit or Consulting practice, or Investment Banking
• Consistent travel with approximately 20% overnight

Responsibilities

• Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts
• Prepare detailed financial analysis to assist clients evaluating acquisition decisions
• Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis
• Develop and review financial forecasts
• Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired
• Analyze financial statements to determine sustainability of performance
• Assist in preparing proposals and engagement letters
• Organize varying projects against deadlines and mange time effectively

Education

Bachelor’s Degree in Accounting or Finance

CPA

Job description

Plante Moran is seeking a TAS Manager to lead buy-side and sell-side due diligence engagements, including quality of earnings analysis and working capital assessments. You will supervise projects, build financial models, and present findings to clients.

Join a top-tier advisory team known for growth, client service, and a culture focused on opportunity and inclusion. Travel about 20% is expected across engagements.