Manager Transaction Advisory Services

Soni; New Jersey; On-site; USD 220,000 - 235,000; Full time

Job summary

Soni, a growing financial services firm, is seeking an experienced Transaction Advisory Services Manager to lead buy-side and sell-side due diligence engagements and drive deal analytics.

You will oversee Quality of Earnings analyses, EBITDA and working capital reviews, and present findings to clients, while mentoring junior team members and helping grow the practice.

Qualifications

• 5+ years in transaction advisory, financial due diligence, or quality of earnings.
• CPA strongly preferred.
• Experience with buy-side and sell-side engagements.

Responsibilities

• Lead buy-side and sell-side financial due diligence engagements.
• Prepare and review Quality of Earnings analyses.
• Analyze EBITDA, working capital, revenue, margins, and other deal metrics.
• Review and normalize financial information.
• Prepare reports and present findings to clients and deal stakeholders.
• Manage multiple engagements and transaction timelines.
• Mentor junior team members as the practice grows.

Skills

Transaction advisory experience

Excel proficiency

Mentoring/leadership

Education

CPA preferred

Tools

Excel

Job description

Soni is partnering with a growing financial services firm seeking an experienced Transaction Advisory Services Manager to support and lead buy-side and sell-side M&A engagements.

This is a hands-on role focused on financial due diligence, Quality of Earnings, and transaction analysis. The ideal candidate can independently perform the work, manage client relationships, and help grow the practice over time.

Responsibilities:

• Lead buy-side and sell-side financial due diligence engagements
• Prepare and review Quality of Earnings analyses
• Analyze EBITDA, working capital, revenue, margins, and other key deal metrics
• Review and normalize financial information
• Prepare reports and present findings to clients and deal stakeholders
• Manage multiple engagements and transaction timelines
• Support and mentor junior team members as the practice grows

Requirements:

• 5+ years of Transaction Advisory, Financial Due Diligence, or Quality of Earnings experience
• Strong understanding of the M&A deal process
• CPA strongly preferred
• Strong technical accounting and Excel skills

Preferred Skills:

• Public accounting / transaction services background
• Buy-side and sell-side experience
• Experience working with privately held businesses
• Prior mentoring or leadership exposure

Compensation:

$220,000 - $235,000

Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.