M&A Transaction Advisory Manager — AI-Driven Due Diligence Leader

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

Benefits offered by this job

Relocation assistance

Job summary

Confidential Employer in Jacksonville, FL is seeking a senior leader to head Financial Due Diligence and Quality of Earnings engagements within our growing Transaction Advisory Services practice. You will lead buy-side and sell-side M&A projects for private equity, family offices, and strategic buyers, mentoring teams and delivering exceptional client service.

A collaborative, AI-forward culture, relocation assistance for exceptional candidates, and a hybrid work schedule after onboarding.

Qualifications

• 4+ years of Transaction Advisory Services, Financial Due Diligence, or Quality of Earnings experience.
• Experience leading M&A due diligence engagements.
• Strong technical accounting knowledge and understanding of US GAAP.
• Experience analyzing EBITDA adjustments and working capital.
• Ability to independently manage multiple client engagements.
• Excellent analytical, communication, and relationship-building skills.
• Leadership mindset with a collaborative, team-first approach.
• CPA strongly preferred.
• Experience with AI tools, data analytics, or ProSystem fx Engagement is a plus.
• Construction or contractor industry experience is a plus.

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 leadership

M&A due diligence

GAAP knowledge

EBITDA analysis

multitask management

analytical skills

communication

team mentorship

Education

CPA

Tools

ProSystem fx Engagement

AI tools

data analytics tools

Job description

Confidential Employer in Jacksonville, FL is seeking a senior leader to head Financial Due Diligence and Quality of Earnings engagements within our growing Transaction Advisory Services practice. You will lead buy-side and sell-side M&A projects for private equity, family offices, and strategic buyers, mentoring teams and delivering exceptional client service.

A collaborative, AI-forward culture, relocation assistance for exceptional candidates, and a hybrid work schedule after onboarding.