Manager Transaction Advisory Services

Insite US; Boston (MA); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work across Boston/Providence

Health and dental insurance

Paid time off

Tuition and professional education

In-house training and development

Career progression in deals practice

Job summary

Insite US seeks an experienced Transaction Advisory Services Manager to join its growing deals practice in Boston. You will lead buy-side and sell-side due diligence engagements, analyzing earnings quality and identifying risks to influence valuation and deal terms.

The role offers direct client interaction, leadership of junior staff, and collaboration with specialists across tax, valuation and IT. Hybrid working across Boston/Providence is available.

Qualifications

• Bachelor's degree in Accounting, Finance or related discipline.
• 5+ years of relevant accounting, finance or transaction experience.
• CPA or CFA designation is required.
• Strong financial statement analysis and financial modelling capabilities.
• Excellent understanding of cash, modified cash and US GAAP accrual accounting.
• Ability to perform and understand cash-to-accrual conversions.
• Advanced Excel skills.
• Experience managing multiple projects with tight deal deadlines.
• Strong written and verbal communication with clients and senior stakeholders.
• Audit background is advantageous.
• Experience with private equity or portfolio companies is beneficial.
• Experience with Macabacus, QuickBooks or similar tools.

Responsibilities

• Lead buy-side and sell-side due diligence engagements from planning through completion.
• Analyse historical and projected financial performance.
• Perform QoE analyses and EBITDA adjustments.
• Assess working capital requirements and trends.
• Identify debt-like items and other purchase price considerations.
• Review revenue streams, margins and cost structures.
• Prepare and present findings to clients and deal teams.
• Supervise and develop junior advisory staff.
• Ensure deadlines are met without compromising quality.
• Contribute to improvements in due diligence methodology.

Skills

5+ years experience

Advanced Excel skills

Analytical problem solving

Cash-to-accrual conversions

Client communication

Education

Bachelor's degree in Accounting or Finance

CPA or CFA designation

Tools

Macabacus/QuickBooks

Job description

A growing CPA and advisory firm is looking for an experienced Transaction Advisory Services Manager to join its expanding deals practice.

This is an opportunity to work directly with investors, business owners and deal teams on acquisitions and disposals across the middle market. You'll take a lead role on financial due diligence assignments, helping clients understand the quality of a target's earnings, identify financial risks and determine the issues that could ultimately influence valuation, deal structure and purchase price.

The position would suit someone coming from Transaction Advisory, Financial Due Diligence or Audit who wants greater ownership of transactions and direct exposure to clients.

The Work

You'll manage both buy-side and sell-side due diligence engagements, taking responsibility for assignments from initial scoping through analysis and final presentation of findings.

Your work will include:

• Lead financial due diligence engagements from planning through completion.
• Analyse historical and projected financial performance.
• Perform detailed Quality of Earnings (QoE) analysis.
• Identify and assess EBITDA adjustments and normalization items.
• Analyse working capital requirements and historical trends.
• Identify debt-like items and other potential purchase price considerations.
• Review revenue streams, margins and underlying cost structures.
• Assess the quality and sustainability of earnings and cash flow.
• Analyse financial and operational trends that could affect transaction value.
• Identify potential liabilities, unusual items and deal-specific risks.
• Evaluate cash, modified cash and accrual-basis financial information.
• Perform cash-to-accrual conversions where required.
• Assess financial and operational considerations that may arise following completion of a transaction.

Turning Analysis Into Deal Insight

This isn't simply a financial analysis position.

You'll be expected to understand what the numbers mean for the transaction and communicate that clearly to the people making the investment decision.

You'll help clients understand:

• What's driving reported EBITDA.
• Which earnings adjustments are genuinely sustainable.
• How working capital could affect the transaction.
• Potential purchase price adjustments.
• Financial risks that may require further investigation.
• Issues that could influence deal terms or structure.
• Areas management or investors should consider before and after closing.

You'll prepare and review comprehensive due diligence reports covering Quality of Earnings, working capital and other key transaction findings.

Client & Deal Team Exposure

As Manager, you'll have significant interaction with the different parties involved in a transaction.

You'll work directly with:

• Private equity investors.
• Portfolio company leadership teams.
• Corporate buyers and sellers.
• Target company management.
• Investment bankers.
• Attorneys and external advisors.
• Senior executives and finance teams.

You'll act as a primary point of contact throughout engagements, presenting findings and translating complex financial analysis into clear commercial conclusions.

You'll also collaborate with specialists across tax, valuation, IT and other advisory areas when transactions require additional expertise.

Leading the Team

Alongside managing transactions, you'll supervise and develop junior members of the advisory team.

Responsibilities will include:

• Delegate financial analysis and diligence workstreams.
• Review team members' analysis and supporting documentation.
• Coach and develop junior professionals.
• Provide regular technical and performance feedback.
• Manage multiple engagements running concurrently.
• Ensure transaction deadlines are achieved without compromising quality.
• Contribute to improvements in the firm's due diligence methodology and internal training.

What We're Looking For

The successful candidate will have:

• Bachelor's degree in Accounting, Finance or a related discipline.
• 5+ years of relevant accounting, finance or transaction experience.
• CPA or CFA designation required.
• Strong financial statement analysis and financial modelling capabilities.
• Excellent understanding of cash, modified cash and US GAAP accrual accounting.
• Ability to perform and understand cash-to-accrual conversions.
• Advanced Excel skills.
• Strong analytical and problem-solving capabilities.
• Experience managing multiple projects and demanding transaction deadlines.
• Confidence communicating directly with clients and senior stakeholders.
• Strong written skills with the ability to prepare clear, commercially focused reports.

An audit background is advantageous but isn't essential.

Previous experience working with private equity firms and/or portfolio companies would also be beneficial but isn't a requirement.

Experience with Macabacus, QuickBooks or similar financial analysis and accounting platforms would be useful.

Why Consider It?

This is a strong opportunity for someone who wants to move further into the transactions market and work on assignments where their analysis has a direct impact on investment decisions.

Rather than focusing on historical reporting, you'll be helping clients answer the questions that matter during a deal:

Are the earnings sustainable? What are the financial risks? What is the true working capital requirement? And is the business performing the way the numbers initially suggest?

The firm offers:

• Hybrid working across Boston or Providence.
• Exposure to buy-side and sell-side transactions.
• Direct interaction with investors and senior management.
• Opportunities to work with private equity and portfolio companies.
• Health and dental insurance.
• Paid time off.
• Tuition and professional education support.
• In-house training and development
• Long-term progression within a growing transaction advisory practice.

For someone with a strong accounting foundation who wants to build their career around Financial Due Diligence and Transaction Advisory, this provides the opportunity to take ownership of deals while continuing to develop both technical and commercial expertise.