Manager Transaction Advisory Services

CK Accounting Search, LLC; Cleveland (OH); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Remote work flexibility

Four weeks PTO

Annual bonus

Health insurance

401(k) match

Job summary

CK Accounting Search, LLC partners with a respected regional CPA firm in Northeast Ohio to identify an experienced Transaction Advisory Services Manager. The role focuses on buy-side and sell-side financial due diligence for middle-market clients, with remote flexibility and occasional in-person meetings near Cleveland/Akron.

You'll mentor staff, manage data-heavy engagements, deliver high-quality client deliverables, and participate in ongoing technical training and career growth within a

Qualifications

• 4+ years of public accounting experience, ideally combining audit and transactions work.
• Bachelor's degree in accounting or finance.
• CPA Licence or equivalent credentials encouraged.

Responsibilities

• Gather and manage data for engagements and build financial models.
• Conduct in-depth economic and industry research across diverse sectors.
• Analyze target company data to support financial due diligence and identify risks.
• Lead and mentor associates; manage projects and client deliverables.
• Perform ad hoc projects as needed.

Skills

Financial analysis

Excel modeling

Project management

Mentoring

Written & verbal communication

Due diligence

Team collaboration

Client deliverables

Education

Bachelor's degree in accounting or finance

CPA Licence

Other credentials (ABV, CVA, CFF, CFE, CM&A, CFA)

Tools

Microsoft Excel

Microsoft Office

Job description

CK Accounting Search, LLC is partnering with a highly respected regional CPA firm in Northeast Ohio to identify an experienced Transaction Advisory Services Manager to join its growing team.

This is an opportunity to work on meaningful buy-side and sell-side financial due diligence engagements involving middle-market and lower-middle-market businesses, while enjoying the flexibility, collaborative culture, and professional growth opportunities of an established regional firm.

Why Consider This Opportunity?

• Mentorship: This firm has a highly skilled small team, meaning you will have daily exposure to the partners and directors on projects you're working on.
• Remote flexibility: Enjoy the flexibility of working remotely while remaining connected to a collaborative Northeast Ohio team. Candidates should reside within reasonable driving distance of the Cleveland/Akron area for occasional in-person meetings and team events.
• Interesting transaction work: Gain exposure to businesses across a variety of industries through buy-side and sell-side financial due diligence engagements.
• Generous time off: Enjoy four weeks of PTO and 10 paid holidays.
• Competitive compensation: Receive a competitive compensation package, annual performance bonus, and annual loyalty bonus.
• Comprehensive benefits: Take advantage of heavily subsidized health insurance, firm-paid dental and vision coverage, short-term disability, life insurance, and a 401(k) match.
• Professional development: Benefit from ongoing technical training, CPA support, and opportunities for career advancement.
• Collaboration: Perhaps most importantly, you'll join a collaborative team that values its people, invests in their development, and encourages long-term career growth.

Job Summary

As a Manager in our Transaction Advisory Services division, you will be a pivotal member of the team performing financial diligence project work.

Responsibilities and Duties

Your Responsibilities include, but are not limited to:

• Gathering and managing data pertinent to the engagement, analyzing and inputting the data into financial models, and communicating the status of data with other members of the department.
• Performing in depth economic and industry research on a wide array of different industries.
• Analyzing target company data in support of financial due diligence engagements while developing a thorough understanding of business processes, key risk areas, and strengths and weakness of the target company.
• Benchmarking, financial analysis, identification potential irregularities, etc.
• Leading and mentoring associates
• Project management.
• Development of client deliverables.
• Performing ad hoc projects as needed.

Qualifications and Skills

• Strong understanding of economics, financial theory and principals of accounting.
• Strong attention to detail, accuracy and reliability.
• Strong written and verbal communication skills with the ability to work effectively as a team player.
• The ability to work independently, multi-task and proactively communicate.
• Possesses high standards of work output, delivers on commitments and takes initiative.
• Problem-solving and analytical skills with the ability to take ownership of projects producing high quality results.
• Excellent organizational skills with the ability to prioritize and manage multiple tasks.
• Highly proficient in Microsoft Excel and other Microsoft Office products) and focus on using technology to improve processes.
• Entrepreneurial approach with a technical curiosity.

Education and Experience Required

• 4+ years of previous public accounting experience, ideally with a mix of audit and transactions work.
• Bachelor's degree in accounting or finance.
• CPA Licence
• Other accounting related credentials are welcome (i.e., ABV, CVA, CFF, CFE, CM&AA, CFA)