Manager - Transaction Advisory / Financial Due Diligence

Andersen; Costa Mesa (CA); On-site; USD 155,000 - 170,000; Full time

Benefits offered by this job

Competitive base salary

401(k) plan

Paid time off

Job summary

A prestigious professional services firm in Costa Mesa is looking for a Manager to lead financial due diligence efforts. Candidates should possess a bachelor's degree in Accounting or Finance and a CPA credential, along with significant experience in the field. This role involves analyzing financial statements, assessing risks, and preparing reports for clients. The firm offers a competitive salary range of $155,000 to $170,000, along with a comprehensive benefits package, emphasizing growth and well-being for employees.

Qualifications

• At least 6 years relevant work experience with a Big Four or national accounting firm.
• Minimum 3 years of financial due diligence experience.
• Ability to interpret financial data and draw meaningful insights.

Responsibilities

• Assist in conducting financial due diligence by analyzing financial statements.
• Identify and assess financial risks associated with potential transactions.
• Prepare due diligence reports for clients' decision-making.

Skills

Excellent analytical skills

Problem-solving skills

Interpersonal skills

Communication skills

Proficiency in MS Excel

Knowledge of M&A markets

Education

Bachelor’s degree in Accounting, Finance, or Economics

Certified Public Accountant credential

Tools

MS Excel

Power Point

Power BI

Job description

Application Notice

We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully—we recommend applying where you envision building your future.

The Firm

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world‑class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Role

Managers can expect to:

• Assist in conducting financial due diligence by analyzing target companies' financial statements, performance metrics, market dynamics, and risks;
• Identify and assess financial risks associated with potential transactions, including financial reporting accuracy, compliance, cash flow analysis, debt structures, and any potential contingencies;
• Communicate with target management teams and client personnel;
• Prepare due diligence reports, summarizing key findings, risks, and recommendations, to support decision-making by clients;
• Supervise, train, mentor and evaluate Seniors, Associates and Interns; and
• Receive formal training related to Transaction Advisory Services, on the job training, direct feedback from industry leaders, and the opportunity to pursue additional training through internal and external resources.

Requirements

• Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred;
• Certified Public Accountant credential;
• At least 6 years relevant work experience with a Big Four or national accounting firm, including at least 3 years of financial due diligence experience;
• Excellent analytical and problem‑solving skills, with the ability to interpret financial data and draw meaningful insights;
• Knowledge of M&A markets, including corporate, private equity, and investment banking;
• Excellent communication skills, both written and verbal;
• Exceptional interpersonal skills and a natural facilitator; and
• Proficient use of technology including MS Excel, Power Point, Power BI, or other analytics software.

Compensation and Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well‑being, growth, and long‑term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Salary Range: For individuals hired to work in Orange County, the expected salary range for this role is $155,000 - $170,000. Actual compensation will be determined based on the candidate's qualifications, experience, and skill set.

Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm's 401(k) plan upon hire. We offer 200 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

Applicants must be currently authorized to work in the United States on a full‑time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

EEO Statement

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS