Manager, Transaction Advisory Services

Royal Search Group; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Royal Search Group is seeking a dynamic professional in Charlotte, North Carolina, to lead Quality of Earnings projects within a boutique transaction advisory firm. The role involves managing M&A projects, analyzing business models, and serving as an advisor to sophisticated clients.

The ideal candidate will have 3+ years of experience, CPA preferred, and possess strong financial analysis and communication skills in a fast-paced environment.

Qualifications

• 3+ years of relevant work experience, ideally in audit or transaction services.
• Strong familiarity with fundamental accounting concepts, including GAAP.
• Ability to analyze financial information and statements.

Responsibilities

• Manage financial due diligence projects from inception to final delivery.
• Prepare and review historical and pro forma financial analyses.
• Communicate deal risks and opportunities through presentations.
• Supervise junior staff and foster a culture of high performance.
• Conduct technical accounting research for key transaction issues.
• Develop and maintain strong client relationships.
• Identify opportunities for internal process improvement.

Skills

Financial analysis

Communication

Critical thinking

Technical accounting research

Client relationship management

Education

CPA preferred

Tools

MS Excel

Job description

Our client is a boutique transaction advisory firm that operates at the intersection of high-stakes M&A and cutting-edge technology. They are redefining the financial due diligence landscape by combining deep technical expertise with a tech-enabled, rapidly evolving approach. They are looking for a dynamic professional to join their team and lead Quality of Earnings projects.

This is a unique opportunity to escape the rigid structures of larger institutions and make a tangible impact in a fast-paced, entrepreneurial environment. You will manage M&A projects from inception to completion, analyze diverse business models, and serve as a trusted advisor to sophisticated clients.

The Role

As a key member of the financial due diligence team, you will take the lead on engagements, mentor high-performing junior staff, and help shape the firm's growth trajectory. You will sharpen your financial analysis, problem-solving, and leadership skills while leveraging automation to drive efficiency.

Key Responsibilities

• Lead Engagements: Manage financial due diligence projects through all phases, from initial scoping to final delivery.
• Analyze & Report: Prepare and review historical and pro forma financial analyses to assess trends, identify risks, and uncover opportunities.
• Advise Clients: Clearly communicate deal risks, issues, and opportunities through polished presentations and written reports.
• Mentor & Develop: Supervise junior staff, fostering a culture of continuous learning and high performance.
• Technical Research: Conduct technical accounting research to evaluate the implications of key transaction issues.
• Build Relationships: Develop and maintain strong client relationships, acting as a trusted advisor throughout the deal lifecycle.
• Drive Innovation: Identify opportunities for internal process improvement through technology adoption and automation.
• Support Growth: Contribute to business development efforts by identifying new opportunities and expanding existing client relationships.

What You Bring

• 3+ years of relevant work experience, ideally in audit or transaction services
• CPA preferred
• Strong familiarity with fundamental accounting concepts, including GAAP
• Advanced MS Excel skills and the ability to analyze financial information and statements
• Critical thinking skills and the ability to thrive under pressure and tight deadlines
• Excellent communication and presentation skills
• A genuine passion for helping clients achieve their potential
• An entrepreneurial mindset paired with strong business acumen