M&A Transaction Advisory Manager (Hybrid – RI)

Insite Group; Rhode Island; Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Benefits package

Hybrid work schedule

Job summary

Insite Group in Providence, RI seeks a Transaction Advisory Services Manager to lead end-to-end financial due diligence for private equity and corporate leaders, on a flexible hybrid schedule.

The role requires 5+ years in accounting/finance, CPA or CFA, and strong GAAP knowledge with advanced Excel and PowerPoint skills. You will mentor juniors and collaborate across advisory teams to deliver end-to-end solutions.

Qualifications

• Bachelor's degree in accounting/finance or related field and relevant professional credentials.
• Active CPA or CFA designation required.
• 5+ years of accounting/finance experience, with audit background preferred.
• Experience with private equity firms and portfolio companies is strongly preferred.
• Deep understanding of GAAP, cash-to-accrual concepts and financial reporting.

Responsibilities

• Drive end-to-end buy-side and sell-side financial due diligence from scope to delivery.
• Analyze target data to evaluate earnings quality, EBITDA normalizations, and risks.
• Identify integration risks and key purchase price adjustments.
• Prepare and review due diligence reports for clients and deal teams.
• Act as primary advisor to management, PE clients, and bankers.
• Coach and mentor junior team members to foster growth.
• Collaborate with valuation, tax, and IT advisory groups on transactions.
• Contribute to training programs and firm quality standards.
• Support method improvements and practice development.

Skills

Due diligence

QofE analysis

EBITDA normalization

Deal execution

Financial modeling

Team leadership

GAAP knowledge

Advanced Excel

Education

Bachelor's degree in Accounting/Finance

CPA or CFA designation

Tools

Macabacus

QuickBooks

Job description

Insite Group in Providence, RI seeks a Transaction Advisory Services Manager to lead end-to-end financial due diligence for private equity and corporate leaders, on a flexible hybrid schedule.

The role requires 5+ years in accounting/finance, CPA or CFA, and strong GAAP knowledge with advanced Excel and PowerPoint skills. You will mentor juniors and collaborate across advisory teams to deliver end-to-end solutions.