Manager of Financial Deal Advisory

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

Job summary

Join a leading Deal Advisory firm as a Manager, where you'll utilize your expertise in financial analysis and M&A. You'll be part of a collaborative team, delivering high-quality advisory services and contributing to strategic decisions. With competitive salary and robust benefits, this role offers a chance to grow your career in a supportive environment.

Benefits

Competitive salary and performance-based bonuses

Comprehensive benefits package

Professional development opportunities

Collaborative team culture

Qualifications

• 5+ years of experience in deal advisory or corporate finance.
• Strong technical proficiency in financial modeling.
• Detail-oriented and organized with a proactive approach.

Responsibilities

• Lead and manage deal advisory engagements, including M&A.
• Collaborate with leadership to develop strategic recommendations.
• Provide mentorship and guidance to junior staff.

Skills

Financial analysis

Communication

Interpersonal skills

Problem-solving

Education

Bachelor's degree in Accounting

Master's degree preferred

CPA or CFA certification preferred

Tools

Microsoft Office Suite

Financial analysis tools

Job description

3 days ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

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

A Bit 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 Details

We are seeking a highly skilled and motivated Deal Advisory Manager to join our dynamic 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.

Key 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 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.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Accounting, Financial Services, and Banking

Referrals increase your chances of interviewing at Jobot by 2x

Get notified about new Deal Manager jobs in Addison, TX.

Dallas, TX $130,000.00-$256,000.00 2 weeks ago

Planet Ford 635 - Automotive Desk Manager

Dallas, TX $140,000.00-$150,000.00 3 days ago

Senior Solution Sales Executive – SAP Business Data Cloud (BDC) Utilities Central

Deloitte + Delivery Excellence - Contractual Deal Strategy, Contracting and Risk Support (Senior Manager) - National_Office

Commercial Origination Manager, Crude Oil

Dallas, TX $167,000.00-$207,000.00 1 day ago

Manager, Advisory (Multiple Positions), Dallas, TX

Senior Associate - Consulting (Energy & Utilities)

Commercial Origination Manager, Crude Oil

Process Architect Senior Manager - Deal Solutions

BCG Platinion | Manager, Tech Advisory and Delivery

Head of North America Sales, Cyber Threat Intelligence

Sr. Manager, Project Management & Enterprise Applications

Senior Loan Workout Specialist, Vice President

Accounting Advisory (Associate, Senior Associate, and Manager)

Accounting Advisory (Associate, Senior Associate, and Manager) Dallas, TX

Deals Private Equity Value Creation (PEVC) TMT Manager

Dallas, TX $100,000.00-$232,000.00 11 hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.