Manager of Financial Deal Advisory

Jobot; Addison (TX); On-site; USD 130,000 - 140,000; Full time

Job summary

A leading Deal Advisory firm is seeking a highly skilled Manager to lead and manage advisory engagements. This role involves financial analysis, M&A, and strategic consulting, providing high-quality services to a diverse client base. The ideal candidate will possess strong technical skills and a proven track record in the industry, along with excellent communication abilities.

Benefits

Competitive salary and performance-based bonuses

Comprehensive benefits package, including health, dental, and retirement plans

Professional development opportunities

Collaborative and dynamic team culture

Qualifications

• 5+ years of experience in deal advisory, audit transaction services, investment banking, or corporate finance.
• Strong technical proficiency in financial modeling, business valuations, and M&A processes.
• Ability to work under pressure and manage multiple projects simultaneously.

Responsibilities

• Lead and manage deal advisory engagements, including M&A, financial due diligence, business valuations, and restructuring transactions.
• Collaborate with senior leadership and clients to develop strategic recommendations based on financial analysis.
• Provide mentorship and guidance to junior staff, offering training and career development support.

Skills

Financial analysis

Mergers and acquisitions (M&A)

Strategic business consulting

Financial modeling

Business valuations

Communication skills

Interpersonal skills

Problem-solving

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

Master's degree preferred

CPA, CFA, or equivalent professional certification preferred

Tools

Microsoft Office Suite

Job description

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Base pay range

$130,000.00/yr - $140,000.00/yr

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Job details

Are you looking to join a Deal Advisory firm as a Manager?

This Jobot Job is hosted by Travis Poley.

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary: $130,000 - $140,000 per year

About Us

Boutique Firm

Personalized Team Collaboration

Relationship Driven

Why join us?

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including health, dental, and retirement plans.
• Professional development opportunities and career growth within a supportive work environment.
• Collaborative and dynamic team culture.

Job Responsibilities

We are seeking a highly skilled and motivated Deal Advisory Manager to join our team, a well-established local CPA firm in Dallas, CA. The successful candidate will have a proven track record in financial analysis, mergers and acquisitions (M&A), and strategic business consulting, providing high-quality deal advisory services to a diverse client base.

• Lead and manage deal advisory engagements, including M&A, financial due diligence, business valuations, and restructuring transactions.
• Collaborate with senior leadership and clients to develop strategic recommendations based on financial analysis and market insights.
• Oversee the preparation of financial models, forecasts, and business valuations to support transaction decisions.
• Manage the preparation of detailed reports and presentations for clients, ensuring clarity and accuracy.
• Work closely with cross-functional teams, including tax, audit, and legal professionals, to deliver seamless advisory services.
• Provide mentorship and guidance to junior staff, offering training and career development support.
• Conduct financial analysis, including review of financial statements, cash flow projections, and identification of key performance indicators.
• Stay current with market trends, industry developments, and regulatory changes affecting deal structuring and business valuations.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field (Master's degree preferred).
• CPA, CFA, or equivalent professional certification preferred.
• 5+ years of experience in deal advisory, audit transaction services, investment banking, or corporate finance.
• Strong technical proficiency in financial modeling, business valuations, and M&A processes.
• Excellent communication and interpersonal skills, with the ability to build relationships with clients and internal teams.
• Ability to work under pressure and manage multiple projects simultaneously.
• Highly detail-oriented, organized, and results-driven with a proactive approach to problem-solving.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), and experience with financial analysis tools and databases.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Additional Information

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