Manager Transaction Advisory Services

Career Legal; Rhode Island; Hybrid; USD 120,000 - 180,000; Full time

Job summary

Career Legal in New England is seeking an experienced Transaction Advisory Services Manager to join its growing advisory practice. The role focuses on financial due diligence, working with private equity, owners, bankers, and legal advisors, leading buy-side and sell-side engagements.

The successful candidate will analyze financial statements, assess risks, prepare earnings analyses, and guide clients through pre- and post-acquisition considerations, with a hybrid work model in Providence, RI or

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of relevant accounting, finance, audit, or transaction advisory experience.
• CPA or CFA designation required.
• Experience in financial due diligence, Quality of Earnings, or transaction advisory services preferred.
• Private equity and/or portfolio company experience is advantageous but not required.
• Strong understanding of cash, modified cash, and accrual accounting, including cash to accrual conversions.
• Experience analyzing financial statements, EBITDA, working capital, and business performance.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• Experience with Macabacus and QuickBooks preferred.
• Excellent analytical, problem solving, and documentation skills.
• Strong communication and interpersonal skills, with the ability to work effectively with clients and internal teams.
• Proven ability to manage multiple projects and meet tight transaction deadlines.
• Strong business acumen and a proactive, detail oriented approach.

Responsibilities

• Lead buy side and sell side financial due diligence engagements from planning through delivery.
• Analyze target company financial statements, operating data, and performance to identify trends, risks, and value drivers.
• Evaluate historical and projected financial performance, revenue streams, cost structures, and business models.
• Prepare and review Quality of Earnings analyses, including EBITDA normalization and adjustments.
• Analyze working capital trends, debt like items, cash flows, and potential liabilities.
• Identify financial, operational, and commercial risks that could affect a transaction.
• Evaluate pre acquisition and post acquisition considerations, including financial integration challenges and operational risks.
• Assist with purchase price adjustments, deal structuring considerations, and other transaction related analyses.
• Prepare and review comprehensive due diligence reports and present findings to clients and deal teams.
• Serve as a primary point of contact for clients and external stakeholders.
• Communicate complex financial findings and transaction risks clearly to senior leadership and clients.
• Develop understanding of each client's business, industry, and objectives.
• Work with clients to identify opportunities and provide practical recommendations throughout the transaction process.
• Mentor junior team members and review work for quality.
• Collaborate with valuation, tax, IT, and other advisory professionals to deliver integrated solutions.
• Contribute to training programs and improvements to due diligence methodologies.
• Support growth of the Transaction Advisory Services practice.

Skills

Analytical skills

Problem solving

Documentation

Client communication

Education

Bachelor's degree in Accounting/Finance/related field

CPA or CFA designation

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Macabacus

QuickBooks

Job description

A leading full service CPA and business advisory firm in New England is seeking an experienced Transaction Advisory Services Manager to join its growing advisory practice.

The firm is a nationally recognized accounting and advisory organization with over 350 professionals, providing assurance, tax, and business advisory services to private and publicly held companies across the United States and internationally.

This is an exciting opportunity for a transaction advisory professional to take on a key role in financial due diligence, working closely with private equity firms, business owners, investment bankers, legal advisors, and senior leadership. The successful candidate will lead complex buy side and sell side engagements, provide critical insights into financial performance and transaction risks, and help clients make informed investment and strategic decisions.

Key Responsibilities

• Transaction Advisory & Financial Due Diligence
• Lead and manage buy side and sell side financial due diligence engagements from initial planning through final delivery.
• Analyze target company financial statements, operating data, and business performance to identify key trends, risks, and value drivers.
• Evaluate historical and projected financial performance, revenue streams, cost structures, and overall business models.
• Prepare and review Quality of Earnings analyses, including EBITDA normalization and adjustments to assess sustainable earnings.
• Analyze working capital trends, debt like items, cash flows, and potential liabilities that may impact transaction value.
• Identify financial, operational, and commercial risks that could affect a transaction or investment decision.
• Evaluate pre acquisition and post acquisition considerations, including financial integration challenges and operational risks.
• Assist with purchase price adjustments, deal structuring considerations, and other transaction related analyses.
• Prepare and review comprehensive due diligence reports and present findings to clients and deal teams.

Client Management & Business Advisory

• Serve as a primary point of contact for clients and external stakeholders, including target company management, investment bankers, and legal advisors.
• Communicate complex financial findings and transaction risks clearly to senior leadership and clients.
• Develop a strong understanding of each client's business, industry, and transaction objectives.
• Work closely with clients to identify opportunities, resolve issues, and provide practical recommendations throughout the transaction process.
• Manage, mentor, and develop junior team members, providing ongoing coaching, training, and performance feedback.
• Review work prepared by Associates and Senior Associates to ensure accuracy, quality, and compliance with firm standards.
• Collaborate with valuation, tax, IT, and other advisory professionals to deliver integrated client solutions.
• Contribute to the development of training programs and improvements to due diligence methodologies.
• Support the continued growth and development of the firm's Transaction Advisory Services practice.
• Maintain high professional standards and ensure adherence to firm quality and compliance requirements.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of relevant accounting, finance, audit, or transaction advisory experience.
• CPA or CFA designation required.
• Experience in financial due diligence, Quality of Earnings, or transaction advisory services preferred.
• Private equity and/or portfolio company experience is advantageous but not required.
• Strong understanding of cash, modified cash, and accrual accounting, including cash to accrual conversions.
• Experience analyzing financial statements, EBITDA, working capital, and business performance.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• Experience with Macabacus and QuickBooks preferred.
• Excellent analytical, problem solving, and documentation skills.
• Strong communication and interpersonal skills, with the ability to work effectively with clients and internal teams.
• Proven ability to manage multiple projects and meet tight transaction deadlines.
• Strong business acumen and a proactive, detail oriented approach.
• Hybrid working environment in Providence, RI or Boston, MA.
• Opportunity to join a nationally recognized CPA and advisory firm.
• Exposure to complex transactions, private equity, and middle market businesses.
• Strong professional development and career progression opportunities.
• Collaborative and supportive team culture.
• Opportunity to work alongside experienced professionals across tax, audit, valuation, and advisory services.

This is an excellent opportunity for an experienced accounting or transaction advisory professional looking to take the next step in their career, gain exposure to complex financial transactions, and play a key role in advising clients through important business decisions.