Manager, Transaction Advisory

Forvis Mazars, LLP; Tampa (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Forvis Mazars, LLP in Tampa, Florida is seeking a Transaction Advisory professional to lead financial due diligence engagements. The role requires analyzing complex data, providing actionable recommendations, and collaborating with senior stakeholders.

Ideal candidates will have a Bachelor's Degree in Accountancy or Finance, 5+ years of relevant experience, and proficiency in Microsoft Office. A CPA license and a Master's Degree are preferred.

Qualifications

• 5+ years of relevant work experience in audit or transaction advisory services.
• Proficiency with Microsoft Office, primarily Excel and PowerPoint.
• Excellent written and verbal communication skills.

Responsibilities

• Lead and execute financial due diligence engagements.
• Analyze financial and operational data for insights.
• Identify key diligence issues and provide recommendations.
• Conduct market research and evaluate competitive positioning.
• Collaborate with senior stakeholders for deal success.
• Coach and mentor junior team members.

Skills

Financial analysis

Due diligence

Excel

Communication

Education

Bachelor’s Degree in Accountancy, Finance, or related field

Master's Degree in Accountancy

Tools

Microsoft Office

Job description

At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek variety, we would love to talk to you.

The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.

The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle‑market expertise and national resources, we provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, we offer buy‑side and sell‑side due diligence, tax due diligence, and transaction structuring, ensuring clients are well‑informed and positioned for successful outcomes.

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.
• Masters Degree in Accountancy.

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 and 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.