Manager - Transaction Advisory Services

BST & Co. CPAs, LLP; Latham (NY); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Hybrid and Flexible Work Model

Job summary

BST Gallagher Flynn LLP seeks a Manager for our Transaction Advisory Services team. You will execute financial due diligence, business valuation analyses and other transaction-based consulting engagements, collaborating with practice leaders and team members to deliver high-quality insights to clients.

You will report to leaders, manage engagements, mentor associates and communicate findings effectively in reports, while balancing multiple engagements in a fast-paced environment.

Qualifications

• Bachelor's degree in accounting.
• Minimum of 5 years in public accounting with 2+ years in transaction advisory.
• CPA license preferred.
• Strong data management and analytical skills.
• Experience in Excel and PowerPoint.
• Strong written and verbal communication skills.
• Balanced financial accounting and business acumen.
• Capability to manage multiple projects on short-notice engagements.
• Strong critical thinking, analytical and problem-solving skills.

Responsibilities

• Lead day-to-day buy-side and sell-side financial due diligence engagements with private equity and strategic buyers across industries.
• Lead diligence meetings with target company management.
• Perform quality of earnings and working capital analyses, including adjusting entries to client statements.
• Understand and evaluate financial and operational trends of subject companies.
• Analyze financial operations of targets and identify issues impacting purchase price.
• Prepare and communicate due diligence findings in formal reports.
• Manage multiple tasks and projects simultaneously.
• Assist in preparing proposals and engagement letters.
• Supervise Associates and provide performance feedback.

Skills

Attention to detail

Critical thinking

Analytical skills

Problem solving

Time management

Education

Bachelor's degree in accounting

Tools

Excel

PowerPoint

Job description

About the Transaction Advisory Services Team

Our Transaction Advisory Services team works directly with business owners, private equity groups and strategic buyers to navigate the complexities of buying, selling and transitioning ownership of a business. We provide financial due diligence, quality of earnings analysis, valuation and other transaction-related services for small-to-middle-market businesses, helping clients make informed decisions throughout the transaction process.

Our growing TAS practice offers challenging and rewarding opportunities to work alongside firm leaders and client executives, develop your expertise and build meaningful client relationships.

About the Manager Role

The Manager will work collaboratively with practice leaders and team members to execute financial due diligence, business valuation analyses and other transaction-based consulting engagements. The Manager will play a key role in managing engagements, developing analyses and deliverables, and providing high-quality insights to support client decision-making.

The Manager will report to and work closely alongside the practice leaders and will possess strong project management capabilities, technical knowledge and critical thinking skills, including the ability to interpret and analyze client financial information in the context of applicable accounting standards. This role offers the opportunity to take on significant responsibility in a fast-paced consulting environment while managing multiple engagements and mentoring team members.

This position will be based out of our South Burlington, VT or Albany, NY office, with remote capabilities also considered.

In this role, you will:

• Lead day-to-day responsibilities in buy-side and sell-side financial due diligence engagements with both private equity and strategic corporate buyers across a wide range of industries
• Lead diligence meetings with target company management team
• Perform quality of earnings and working capital analyses, including formulation of adjusting entries to client financial statements
• Understand and evaluate financial and operational trends of subject companies
• Assist with analyzing the financial operations of the target companies and identify issues that may impact the purchase price and resolving them
• Prepare and communicate due diligence findings in a formal report
• Manage multiple tasks and projects at a time
• Assist in preparing proposals and engagement letters
• Supervise Associates and provide performance review feedback

To be successful in this role, you will bring with you:

• Bachelor's degree in accounting
• Minimum of 5 years in public accounting (audit and/or transaction advisory), with 2+ years in transaction advisory preferred
• CPA license preferred
• Excellent technical skills, including data management and analysis
• Experience in Excel and PowerPoint
• Strong communication skills, both written and verbal
• A well-rounded balance of financial accounting and business acumen
• Capability of managing multiple projects and tasks on short-notice engagements
• Strong critical thinking, analytical and problem-solving skills
• Ability and flexibility to perform within a time-sensitive, deadline-driven environment
• Ability to work at varying levels of responsibility depending on project type and timing; willingness to flex upwards and downwards over the course of an engagement
• Ability to work both independently and collaboratively in a team environment
• Demonstrated attention to detail and commitment to producing high-quality work

About BST Gallagher Flynn LLP

BST Gallagher Flynn is a regional accounting and advisory firm formed through the merger of BST & Co. and Gallagher Flynn & Company. The combined firm provides assurance, tax, advisory, outsourced accounting, consulting, valuation, forensic accounting, and other specialized services to businesses, nonprofit organizations, governmental entities, and individuals across the Northeast and beyond. With headquarters in Latham, New York and South Burlington, Vermont, the firm brings together the collective expertise, industry depth, and relationship-driven culture of both organizations to help clients navigate an increasingly complex business environment with confidence.

Why choose BST-GF:

• Diversity of our Expertise
• Communication is Open and Objective
• Professional Environment and Attitude is Fostered
• Advancement is Encouraged
• Ideas are Welcome
• Community Impact and Employee Engagement
• Recognized as a Best Place to Work
• Hybrid and Flexible Work Model

Please visit our website to learn more about BST-GF's Talent Experience.

BST-GF offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience; prior relevant experience, skill sets, training; licensure and certifications; market data and other business and organizational needs. A reasonable estimate of the current salary range for this role can be found in the posting, and an actual offer can vary based upon the role, hiring location, and qualifications. At BST-GF, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each individual case. BST-GF offers a robust benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life and disability insurance, flexible work, development and tuition reimbursement.

For additional information on BST-GF's total rewards, visit our website at: www.bstco.com