Senior M&A Due Diligence Leader

Brewer Morris; Philadelphia (Philadelphia County); On-site; USD 140,000 - 200,000; Full time

Job summary

Brewer Morris is seeking a Senior Manager, Transaction Advisory Services to join its expanding TAS practice in Philadelphia. The role focuses on leading financial due diligence engagements for middle-market transactions, with exposure to C-suite clients and firm leadership.

Responsibilities include directing due diligence from start to finish, mentoring teams, and contributing to business development while applying strong accounting knowledge, U.S.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• 7+ years of public accounting, transaction advisory, or related consulting experience.
• 4+ years of TAS or Financial Due Diligence experience preferred.
• CPA, CA, or equivalent designation preferred.
• Strong proficiency with Microsoft Excel, PowerPoint, and Word.
• Advanced financial analysis and modeling capabilities.
• Strong understanding of U.S. GAAP and financial reporting principles.

Responsibilities

• Plan, manage, and oversee financial due diligence engagements from start to finish.
• Serve as the primary point of contact for executive leadership teams throughout the transaction process.
• Analyze quality of earnings, working capital, historical and projected financial performance, and key balance sheet accounts.
• Conduct industry and company research to support transaction-related analyses.
• Lead management interviews and information-gathering sessions with target company executives.
• Identify transaction risks, deal issues, and opportunities for value creation.
• Develop recommendations and solutions related to transaction structure and negotiation considerations.
• Lead financial due diligence report preparation and presentation of key findings to clients.
• Manage communication and information flow among clients, target companies, and transaction stakeholders.
• Support business development efforts through networking, relationship building, and industry involvement.
• Assist in proposal development and client presentations for new business opportunities.
• Collaborate with leadership and service line teams to identify cross-selling opportunities and expand client relationships.
• Manage and supervise engagement teams, including managers and senior associates.
• Review work product and provide coaching, feedback, and technical guidance.
• Mentor team members through real-time training and professional development.
• Participate in performance evaluations and ongoing staff development initiatives.
• Foster a collaborative, high-performing team environment focused on quality client service.

Skills

Financial analysis

Financial modeling

Excel

Leadership

Client management

C-suite engagement

Education

Bachelor's degree in Accounting/Finance/Business Administration

Tools

Microsoft Excel

PowerPoint

Word

Job description

Brewer Morris is seeking a Senior Manager, Transaction Advisory Services to join its expanding TAS practice in Philadelphia. The role focuses on leading financial due diligence engagements for middle-market transactions, with exposure to C-suite clients and firm leadership.

Responsibilities include directing due diligence from start to finish, mentoring teams, and contributing to business development while applying strong accounting knowledge, U.S.