Manager, Transaction Advisory

Forvis Mazars US; Boca Raton (FL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Flexible work environment

Robust total rewards program

Job summary

Forvis Mazars US in Boca Raton, Florida, seeks a Transaction Advisory professional to lead buy-side and sell-side financial due diligence engagements. You will analyze complex financial data and identify key issues for investment decisions.

The ideal candidate will have at least 5 years of relevant experience and proficiency in Microsoft Office. We offer a robust total rewards program and a flexible work environment.

Join us in building a culture where relationships matter and every person feels valued.

Qualifications

• 5+ years of experience in audit or transaction advisory services from a large public accounting or consulting firm.
• Proficiency with Microsoft Office, primarily Excel and PowerPoint.
• Excellent written and verbal communication skills.

Responsibilities

• Lead and execute financial due diligence engagements for private equity firms and corporate clients.
• Analyze complex financial and operational data to develop Quality of Earnings reports.
• Identify key diligence issues and value-creation opportunities.
• Conduct industry and market research to evaluate performance.
• Collaborate with senior stakeholders to drive deal success.
• Coach and mentor junior team members.

Skills

Financial analysis

Due diligence

Communication skills

Relationship building

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor's Degree in Accountancy, Finance, or a related field

Master's Degree in Accountancy

Job description

At Forvis Mazars, our Transaction Advisory team is led by experienced transaction advisors who value people and each individual’s motivation. We focus on training and development to help our team reach their full potential. If you thrive in a fast‑paced environment and enjoy variety, we would love to talk to you.

What You Will Do

• Lead and execute comprehensive buy‑side and sell‑side financial due diligence engagements for private equity firms and corporate clients.
• Analyze and interpret complex financial and operational data of target companies to develop insightful Quality of Earnings reports that support informed investment decisions.
• Identify key diligence issues and value‑creation opportunities, providing actionable recommendations for post‑acquisition integration and performance improvement.
• Conduct in‑depth industry and market research to benchmark performance, assess trends, and evaluate the competitive positioning of target companies.
• Collaborate closely with senior stakeholders, including C‑suite executives, investment bankers, private equity partners, legal advisors, and internal teams to drive deal success.
• Coach, mentor, and oversee junior team members, fostering professional development through hands‑on training, performance feedback, and knowledge sharing to build a high‑performing team.

Minimum Qualifications

• Bachelor's Degree in Accountancy, Finance, or a related field.
• Minimum of five (5) years of relevant work experience in audit or transaction advisory services from a large public accounting or consulting firm.
• Proficiency with Microsoft Office, primarily Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Ability to develop relationships with both team members and external clients.

Preferred Qualifications

• Minimum of five (5) years of relevant work experience with at least three (3) years of transaction advisory financial due diligence experience from a large public accounting or consulting firm.
• Current and valid CPA (Certified Public Accountant) license.
• Master's Degree in Accountancy.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. As one of the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With over 100 years of legacy, we are building a culture where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being. We empower our team to grow, thrive, and deliver exceptional service.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP’s standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including, without limitation, search firms, staffing agencies, fee‑based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.