M&A Transaction Advisory Lead — Buy/Sell Diligence

610 UHY Advisors National Specialty Services, Inc.

New York (NY)

On-site

USD 93,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Positive work environment
Competitive compensation
Comprehensive benefits package

Job summary

610 UHY Advisors National Specialty Services, Inc. seeks a Transactions Services Senior to lead financial due diligence (FDD) and M&A advisory engagements for private equity firms and corporate clients.

You will guide data-driven analyses, collaborate with investment teams, and present findings to senior leadership. You will review financial statements, QoE, and working capital, build projections, and mentor junior staff while supporting post-transaction integration and deal structuring.

Qualifications

  • Bachelor’s degree in accounting and/or Finance with strong academic performance.
  • 2 – 3 years of audit / corporate finance / transaction advisory service experience.
  • CPA designation preferred.

Responsibilities

  • Lead buy-side and sell-side due diligence for mergers, acquisitions, and divestitures.
  • Analyze financial statements, revenue trends, and operational performance to assess transaction risks.
  • Identify key deal risks, financial adjustments, and quality of earnings (QoE) insights.
  • Identify QoE, working capital adjustments, and key financial drivers.
  • Develop and review financial models, projections, and valuation analyses.
  • Prepare comprehensive reports and presentations summarizing findings for clients and senior executives.
  • Work directly with executives, investment teams, and cross-functional stakeholders to structure deals.
  • Assist in post-transaction integration planning and financial structuring.
  • Mentor and develop junior staff, providing technical guidance and training.

Education

Bachelor’s degree in accounting and/or Finance
CPA designation preferred

Job description

610 UHY Advisors National Specialty Services, Inc. seeks a Transactions Services Senior to lead financial due diligence (FDD) and M&A advisory engagements for private equity firms and corporate clients.

You will guide data-driven analyses, collaborate with investment teams, and present findings to senior leadership. You will review financial statements, QoE, and working capital, build projections, and mentor junior staff while supporting post-transaction integration and deal structuring.

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