Manager – Transaction Advisory Services

Jobtailor; Town of Florida (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Jobtailor seeks a senior financial due diligence professional to lead buy-side and sell-side engagements in the New York area. You will direct teams, review financials for risks, and present findings to executives and PE firms, while coordinating with tax and valuation experts.

The role requires CPA, strong US GAAP knowledge, and advanced Excel/Power BI capabilities, with frequent collaboration across client sites and offices.

Qualifications

• 6+ years of commercial audit and/or financial due diligence experience at a major firm.
• 2+ years of supervisory experience.
• Bachelor’s or Master’s degree in Accounting and/or Business Administration or related field.
• CPA certification or in the process of completing CPA.
• Strong technical knowledge of US GAAP (revenue recognition - ASC 606, inventory, accrual-based accounting).
• High proficiency in Excel and PowerPoint.
• Knowledge in Power BI and/or similar financial modeling tools.

Responsibilities

• Lead financial due diligence engagements for buy-side and sell-side transactions.
• Manage multiple engagement teams with high-quality deliverables and deadlines.
• Review client financials, identify key risks and value drivers, and present findings to executives and stakeholders.
• Oversee preparation of Key Findings Reports, Databooks, and financial presentations.
• Collaborate with tax, valuation, and audit teams across the transaction lifecycle.
• Mentor staff through training, feedback, and coaching.
• Stay current on market trends and accounting standards affecting transactions.
• Lead meetings with client and target management; act as liaison for day-to-day execution.

Skills

Financial Modeling

Quality of Earnings Analysis

Working Capital Analysis

Accrual-Based Accounting

Revenue Recognition - ASC 606

US GAAP Expertise

Project Management

CPA

Team Leadership

Interpersonal Skills

Written Communication

Oral Communication

Organizational Skills

Excel

PowerPoint

Power BI

Education

Bachelor’s or Master’s degree in Accounting and/or Business Administration

Certified Public Accountant (CPA)

Tools

Excel

PowerPoint

Power BI

Job description

• Lead financial due diligence engagements for buy-side and sell-side transactions, including quality of earnings, working capital analysis, and financial modeling
• Manage multiple transaction engagement teams, ensuring high-quality deliverables, clear communication, and adherence to deadlines
• Review client financials, identify key risks and value drivers, and present findings to executives, private equity firms, and other stakeholders
• Oversee preparation of detailed Key Findings Reports, Databooks, and financial presentations summarizing findings, proposed adjustments, and deal considerations
• Assess the quality of the target’s reported revenues, margins, earnings, net assets, net working capital, and cash flows
• Collaborate with tax, valuation, audit, advisory, and consulting teams to provide integrated solutions throughout the transaction lifecycle
• Mentor and develop staff through training, performance feedback, and on-the-job engagement coaching
• Stay current on market trends, accounting standards, and industry developments impacting transaction activity
• Lead meetings and conference calls with client and target company management
• Serve as a secondary point of contact for client personnel regarding day-to-day execution matters
• Work closely with clients, investment banks, PE investors, attorneys, and other key stakeholders
• Participate in client relationship building and business development, including authoring Thought Leadership articles, attending transaction-focused business conferences, and contributing to priority client relationship teams
• Occasionally work extended hours or travel to/work from different firm offices and/or client locations

Requirements

• 6+ years of commercial audit and/or financial due diligence experience at a major accounting firm
• 2+ years of supervisory experience
• Bachelor’s or Master’s degree in Accounting and/or Business Administration or a related field
• Certified Public Accountant (CPA) or in the process of successfully completing CPA certification
• Strong technical knowledge of US GAAP (revenue recognition - ASC 606, inventory, accrual-based accounting)
• High proficiency in Excel and PowerPoint
• Knowledge in Power BI and/or similar financial modeling analytical tools
• Excellent interpersonal and team building skills
• Proficient written and oral communication skills
• Strong project management skills and ability to multi-task on several simultaneous transactions
• Strong organizational skills
• Flexibility to work as both a team member and as an individual contributor
• Flexibility to be “on call” at select critical times during the transaction process when the client and EA team requires the Manager’s active participation in the time-sensitive transaction
• Ability to thrive and be effective, responsive, and decisive in fast-paced settings

Core Competencies

Demonstrates expertise in financial due diligence, including quality of earnings and working capital analysis, while effectively managing teams and delivering high-quality reports. Proficient in US GAAP and skilled in financial modeling and analysis using tools like Excel and Power BI.

Highest-signal resume keywords

• Financial Due Diligence
• US GAAP Expertise
• Project Management
• Certified Public Accountant (CPA)
• Team Leadership

Hard Skills

• Financial Modeling
• Quality of Earnings Analysis
• Working Capital Analysis
• Accrual-Based Accounting
• Revenue Recognition - ASC 606

Soft Skills

• Interpersonal Skills
• Team Building
• Written Communication
• Oral Communication
• Organizational Skills

Certifications & Qualifications

• Certified Public Accountant (CPA)

Industry Keywords

• Financial Transactions
• Due Diligence Engagements
• Client Relationship Management
• Market Trends
• Accounting Standards

Tools & Technologies

• Excel
• PowerPoint
• Power BI