Senior Manager, Financial Due Diligence (Remote-Eligible)

Grassi; New York (NY); Hybrid; USD 150,000 - 225,000; Full time

Job summary

Grassi is seeking a Transaction Advisory Senior Manager focused on Financial Due Diligence to join our team in multiple office locations including Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; Wayne, PA. Remote candidates based in NY, NJ, MA, CT, and the Greater Philadelphia market will be considered.

You will lead buy-side and sell-side engagements, manage engagement teams, advise private equity sponsors and executives, analyze financial statements,

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• Minimum of 4+ years of Transaction Advisory experience, and 7+ total years of relevant experience
• CPA license required
• Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite and relevant software
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Responsibilities

• Leading complex buy-side and sell-side financial due diligence and QoE engagements, providing strategic insights that drive investment and transaction decisions
• Directing multiple concurrent engagements and engagement teams, ensuring exceptional client service, technical excellence, and timely delivery across all phases of the transaction lifecycle
• Advising private equity sponsors, strategic buyers, business owners, and executive leadership teams on key financial, operational, and transaction-related considerations
• Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and value drivers that impact transaction outcomes
• Developing and reviewing comprehensive reports, presentations, and analyses that communicate findings, proposed adjustments, and strategic recommendations to clients and stakeholders
• Monitoring industry trends, market activity, accounting developments, and emerging transaction considerations to enhance client value and thought leadership
• Evaluating revenue quality, earnings sustainability, working capital trends, cash flow performance, and balance sheet accounts to assess the financial health of target businesses
• Contributing to practice growth initiatives by supporting business development activities, participating in networking and industry events, creating thought leadership content, and expanding professional relationships
• Driving client relationships by serving as a trusted advisor and primary point of contact throughout the engagement and transaction process
• Traveling to client sites, firm offices, and industry events as needed while maintaining flexibility to meet engagement and client service requirements

Skills

CPA license

Transaction advisory

Leadership

Communication

Microsoft Office

Education

Bachelor’s degree in Accounting/Finance

Tools

Microsoft Office

Job description

Grassi is seeking a Transaction Advisory Senior Manager focused on Financial Due Diligence to join our team in multiple office locations including Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; Wayne, PA. Remote candidates based in NY, NJ, MA, CT, and the Greater Philadelphia market will be considered.

You will lead buy-side and sell-side engagements, manage engagement teams, advise private equity sponsors and executives, analyze financial statements,