Manager Transaction Advisory Services

SR Staffing; New Haven (CT); On-site; USD 166,500 - 203,500; Full time

Job summary

A staffing firm is seeking an experienced M&A Manager in New Haven, Connecticut, to support complex transactions and strategic initiatives. The role requires strong financial modeling, communication, and analytical skills to manage large datasets and provide insights for mergers and acquisitions. Candidates should have CPA and MBA credentials, alongside 5+ years of M&A experience. Proficiency in Microsoft Excel and PowerPoint is essential, with experience in Capital IQ considered a plus. The position offers competitive compensation up to $185,000 plus bonuses and benefits.

Qualifications

• 5+ years of M&A experience strongly preferred.
• Practical experience is highly valued.
• Experience with Capital IQ and similar tools is a plus.

Responsibilities

• Build and analyze financial models (DCF, LBO, IRR) for valuation.
• Conduct market research and comparative analysis of industry peers.
• Maintain industry update materials and compile public company financial data.

Skills

Financial modeling

Analytical skills

Communication skills

Research skills

Organizational skills

Education

CPA and MBA

Tools

Microsoft Excel

Capital IQ

Microsoft PowerPoint

Job description

Compensation: Up to $185,000 + Bonus + Benefits

We are seeking an experienced M&A Manager to support complex transactions and strategic initiatives. This role requires strong financial modeling, analytical skills, and the ability to manage large datasets to deliver actionable insights for mergers and acquisitions.

Key Responsibilities

• Build and analyze financial models (DCF, LBO, IRR) for valuation and sensitivity analysis.
• Process and interpret financial, operational, and customer data for trend and synergy analysis.
• Conduct market research and comparative analysis of industry peers.
• Develop presentation materials including pitch decks, CIMs, teasers, and management presentations.
• Maintain industry update materials and compile public company financial data.
• Support project management tasks including calendars, deadlines, and Virtual Data Room administration.

Qualifications

• CPA and MBA preferred; practical experience highly valued.
• 5+ years of M&A experience strongly preferred.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Strong analytical and research skills; experience with Capital IQ and similar tools a plus.
• Excellent communication and organizational skills.