Manager, TAS – M&A / Financial Due Diligence

Oliver James; California; Hybrid; USD 115,000 - 175,000; Full time

Benefits offered by this job

Discretionary bonus

Flexible working environment

Generous paid time off

Enhanced parental leave benefits

Learning resources

Volunteer opportunities

Job summary

Oliver James Group in Los Angeles, CA, is seeking a Transaction Advisory Services Manager to join its growing team. This role focuses on financial due diligence for buy-side and sell-side engagements in M&A, with exposure to private equity and corporate buyers.

The ideal candidate has 5+ years in external audit or transaction advisory, strong US GAAP knowledge, advanced Excel and PowerPoint, and excellent communication.

Qualifications

• Bachelor's degree in Accounting, Finance or related field.
• 5+ years in external audit and/or transaction advisory services.
• Strong knowledge of US GAAP, GAAS, SEC reporting, or M&A.
• Excellent analytical and report-writing skills.
• Proficient Excel and PowerPoint; able to manage multiple projects.

Responsibilities

• Lead financial due diligence for buy-side and sell-side engagements.
• Assess earnings quality, revenue trends, cash flow and profitability.
• Identify financial risks and accounting considerations impacting deals.
• Engage with clients and internal teams; manage expectations and findings.
• Coordinate engagements and deliver timely, high-quality reports.
• Present findings and recommendations to stakeholders.

Skills

Analytical skills

Communication

Problem solving

Travel willingness

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Excel

PowerPoint

Job description

Transaction Advisory Services Manager - M&A / Financial Due Diligence

Location: Los Angeles, CA | Flexible Working Environment

Salary: $115,000-$175,000 base + Discretionary Performance Bonus

Employment Type: Full-Time, Permanent

The Opportunity

Are you an experienced Audit or Transaction Advisory professional looking to take the next step in your career?

We're partnering with a leading national accounting and advisory firm seeking a Transaction Advisory Services Manager to join its growing Los Angeles team.

This is an opportunity to work directly on mergers and acquisitions, helping private equity firms and corporate buyers understand the financial performance, risks and opportunities of businesses they are considering acquiring or selling.

You'll gain exposure to a diverse range of transactions, work closely with experienced deal professionals and play an important role in delivering financial due diligence engagements.

Whether you're already working in Financial Due Diligence or have a strong external audit background and want to transition into M&A advisory, we'd be interested in speaking with you.

What You'll Be Doing

• Financial Due Diligence: Play a key role in buy-side and sell-side engagements for private equity investors and corporate clients.
• Quality of Earnings: Analyse historical financial statements, revenue, profitability, cash flow and operating trends to assess the sustainability of earnings.
• Transaction Analysis: Identify financial risks, unusual trends and accounting considerations that could influence an acquisition or sale.
• Client Engagement: Work closely with clients and internal teams to understand transaction objectives, manage expectations and communicate findings.
• Project Management: Coordinate multiple engagements, manage deliverables and meet transaction deadlines.
• Reporting: Prepare and present financial due diligence reports, clearly communicating findings and recommendations.

You'll work across industries including manufacturing, distribution, hospitality, technology and healthcare, developing a broader understanding of different business models and transaction environments.

What We're Looking For

Essential Qualifications & Experience

• Bachelor's degree in Accounting, Finance or a related field.
• 5+ years of experience in external audit and/or transaction advisory services, ideally gained within a public accounting or professional services environment.
• Strong knowledge of US GAAP, GAAS, SEC reporting, transaction advisory or mergers and acquisitions.
• Strong analytical skills, with the ability to interpret financial statements, investigate trends and identify underlying financial issues.
• Advanced proficiency in Microsoft Excel and strong PowerPoint skills.
• Excellent communication and report-writing skills, including the ability to explain complex financial findings clearly.
• Experience managing multiple projects and delivering high-quality work to tight deadlines.
• A proactive, hands-on approach to solving problems and working with clients.
• Willingness to travel to client locations and work additional hours when transaction deadlines require it.

Preferred, But Not Essential

• CPA or another relevant professional qualification.
• Direct experience in financial due diligence, Quality of Earnings or M&A transactions.
• Experience working with private equity-backed companies, corporate buyers or sellers.

Why Consider This Opportunity?

Move Closer to M&A Transactions

For professionals coming from external audit, this is an opportunity to apply your accounting and financial statement expertise to transaction-related assignments and develop your financial due diligence capabilities.

Work with Private Equity & Corporate Clients

Gain experience supporting investors and businesses through acquisitions and disposals, analysing the financial factors behind important commercial decisions.

Broaden Your Industry Experience

Work across multiple sectors, including technology, manufacturing, distribution, hospitality and healthcare, rather than remaining concentrated in one industry.

Develop Your Advisory Career

Join an established national advisory platform offering exposure to experienced professionals, challenging engagements and opportunities for continued career development.

Competitive Compensation & Benefits

• Base salary of $115,000-$175,000, depending on experience and qualifications.
• Eligibility for a discretionary performance bonus.
• Flexible working environment.
• Generous paid time off.
• Enhanced parental leave benefits.
• Learning and professional development resources.
• Paid volunteer opportunities.