Senior Manager, Audit and M&A

Jobtailor; Long Beach (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

Jobtailor in Long Beach, CA is seeking a senior audit professional to lead financial statement audits and support a range of transaction advisory services. You will manage engagement scope, staff, budgets and timelines while ensuring adherence to U.S. GAAP and auditing standards.

The role emphasizes client communication, risk assessment, and collaboration with tax, valuation and other specialists. CPA licensure is required, with 8+ years in public accounting and strong Excel skills.

Qualifications

• Bachelor’s degree required.
• Active CPA license required.
• ~8+ years in public accounting with significant experience leading financial statement audits.
• Experience with financial due diligence, transaction support or M&A accounting preferred.
• Strong knowledge of U.S. GAAP and auditing standards.
• Ability to evaluate complex transactions, trends, estimates and risks.
• Proficiency in Microsoft Excel and financial-data analysis.
• Balance recurring audits with deadline-driven transaction work.
• Excellent project-management, client-service, written communication and presentation skills.
• Willingness to travel as needed.

Responsibilities

• Lead audit engagements and manage scope, staff, budgets, timelines, risk assessments and client communications.
• Review financial statements, disclosures, workpapers and audit documentation.
• Evaluate accounting estimates and financial-reporting risks; resolve complex matters.
• Lead buy-side and sell-side financial due diligence engagements; coordinate with specialists.
• Prepare and review financial analyses, databooks, reports and transaction presentations.
• Develop client relationships and contribute to proposals and business development.
• Coach and develop audit and transaction teams; provide performance feedback and career support.

Skills

Active CPA License

Financial Statement Audits

Financial Due Diligence

U.S. GAAP Knowledge

Excel Proficiency

Project Management

Client Communication

Education

Bachelor’s degree in accounting

Job description

• Lead audit engagements while providing transaction-related accounting and financial due diligence support
• Plan, manage, and complete financial statement audit engagements according to professional standards and firm policies
• Manage engagement scope, staffing, budgets, timelines, risk assessments, and client communications
• Review financial statements, disclosures, workpapers, and audit documentation
• Evaluate accounting estimates, unusual transactions, internal controls, and financial-reporting risks
• Research and resolve complex accounting and auditing matters
• Communicate audit findings and recommendations to client management and governance groups
• Maintain client relationships and advise on accounting and financial-reporting matters
• Lead or support buy-side and sell-side financial due diligence engagements
• Analyze historical and projected financial information, quality of earnings, normalized EBITDA, working capital, net debt, debt-like items, and cash flows
• Assist with pre-transaction financial readiness, seller assistance, and buyer due diligence
• Prepare and review financial analyses, databooks, reports, and transaction presentations
• Coordinate with transaction advisory, tax, valuation, and other specialists
• Develop client relationships and participate in proposals, pitch meetings, presentations, networking, and business development
• Lead, coach, and develop audit and transaction engagement teams
• Provide performance feedback and support career-development plans
• Participate in recruiting, onboarding, training, scheduling, and performance management

Requirements

• Bachelor’s degree in accounting or a related field
• Active CPA license required
• Approximately eight or more years of progressive public accounting experience, including significant experience leading financial statement audits
• Experience with financial due diligence, transaction support, quality-of-earnings analysis, or M&A-related accounting matters strongly preferred
• Strong knowledge of U.S. GAAP and applicable auditing standards
• Ability to evaluate complex transactions, financial trends, accounting estimates, and financial-reporting risks
• Strong proficiency in Microsoft Excel and financial-data analysis
• Ability to balance recurring audit responsibilities with project-based, deadline-driven transaction work
• Excellent project-management, client-service, written communication, and presentation skills
• Ability to travel based on engagement needs

Core Competencies

Demonstrates expertise in leading audit engagements, financial due diligence, and managing client relationships while ensuring compliance with U.S. GAAP and auditing standards. Proficient in financial analysis, project management, and team leadership to drive successful audit and transaction outcomes.

Highest-signal resume keywords

• Active CPA License
• Financial Statement Audits
• Financial Due Diligence
• U.S. GAAP Knowledge
• Microsoft Excel Proficiency

Hard Skills

• Financial Analysis
• Quality of Earnings Analysis
• Audit Documentation Review
• Risk Assessment
• Accounting Estimates Evaluation
• Transaction Support
• Internal Controls Evaluation
• Financial Reporting Risk Assessment
• Project Management
• Client Communication

Soft Skills

• Client Service
• Written Communication
• Presentation Skills
• Team Leadership
• Coaching

Certifications & Qualifications

• CPA License

Industry Keywords

• Public Accounting
• M&A Accounting
• Financial Reporting
• Audit Engagements
• Transaction Advisory