Senior Manager, M&A Advisory

Beacon Hill; Los Angeles (CA); On-site; USD 160,000 - 200,000; Full time

Job summary

Beacon Hill in Beverly Hills, CA seeks an experienced Senior Manager to lead M&A advisory engagements and manage client relationships. This role centers on directing financial due diligence for private equity firms, strategic buyers, and middle-market companies while mentoring junior team members.

The ideal candidate has a strong background in public accounting with TAS/FDD/Deal Advisory experience and a track record of leading transactions from diligence through close across multiple industries.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA strongly preferred; CFA is a plus.
• 7+ years of progressive experience in public accounting, transaction advisory, financial due diligence, or M&A consulting.
• Prior Big 4 or large national public accounting experience strongly preferred.
• Demonstrated experience leading M&A transactions from diligence through close.
• Strong understanding of: Quality of Earnings (QofE), Working Capital Analysis, Purchase Price Adjustments, EBITDA Normalizations, Revenue Recognition, Financial Reporting and U.S. GAAP
• Exceptional client-facing and project management skills.
• Advanced Excel and financial analysis capabilities.

Responsibilities

• Lead buy-side and sell-side financial due diligence engagements for private equity and corporate clients.
• Analyze historical financial statements, earnings quality, working capital trends, cash flow, and debt considerations.
• Identify transaction risks, key business drivers, and potential deal issues.
• Prepare and review quality of earnings (QofE) reports, due diligence findings, and client presentations.
• Manage multiple engagements simultaneously while ensuring deadlines and quality standards are met.
• Serve as the primary point of contact for clients, investment bankers, attorneys, and other transaction stakeholders.
• Assist clients with deal structuring considerations, purchase price adjustments, and transaction-related analyses.
• Evaluate accounting policies and financial reporting matters under U.S. GAAP.
• Mentor and develop Managers, Senior Associates, and Associates.
• Support business development efforts through networking, proposal development, and relationship management.
• Participate in recruiting, training, and practice growth initiatives.

Skills

Advanced Excel

Financial analysis

Client-facing

Project management

M&A diligence

Education

Bachelor's degree in Accounting/Finance

CPA preferred

CFA is a plus

Job description

Senior Manager, M&A Advisory (1471569) Beverly Hills, California

Salary: USD160000 - USD200000 per year + Bonus

Comp: $160,000-$200,000 + Bonus

We are looking for an experienced Senior Manager to join our growing M&A Advisory practice. This individual will lead financial due diligence engagements for private equity firms, strategic buyers, and middle-market companies while managing client relationships and mentoring junior team members.

The ideal candidate began their career in public accounting at either a Big 4 or large national CPA firm that transitioned into Transaction Advisory Services (TAS), Financial Due Diligence (FDD), Deal Advisory, or M&A Consulting. This role offers significant exposure to acquisitions, divestitures, recapitalizations, and strategic transactions across a variety of industries.

Responsibilities

• Lead buy-side and sell-side financial due diligence engagements for private equity and corporate clients.
• Analyze historical financial statements, earnings quality, working capital trends, cash flow, and debt considerations.
• Identify transaction risks, key business drivers, and potential deal issues.
• Prepare and review quality of earnings (QofE) reports, due diligence findings, and client presentations.
• Manage multiple engagements simultaneously while ensuring deadlines and quality standards are met.
• Serve as the primary point of contact for clients, investment bankers, attorneys, and other transaction stakeholders.
• Assist clients with deal structuring considerations, purchase price adjustments, and transaction-related analyses.
• Evaluate accounting policies and financial reporting matters under U.S. GAAP.
• Mentor and develop Managers, Senior Associates, and Associates.
• Support business development efforts through networking, proposal development, and relationship management.
• Participate in recruiting, training, and practice growth initiatives.

General Comments

• Bachelor's degree in Accounting, Finance, or related field.
• CPA strongly preferred; CFA is a plus.
• 7+ years of progressive experience in public accounting, transaction advisory, financial due diligence, or M&A consulting.
• Prior Big 4 or large national public accounting experience strongly preferred.
• Demonstrated experience leading M&A transactions from diligence through close.
• Strong understanding of:
  • Quality of Earnings (QofE)
  • Working Capital Analysis
  • Purchase Price Adjustments
  • EBITDA Normalizations
  • Revenue Recognition
  • Financial Reporting and U.S. GAAP
• Exceptional client-facing and project management skills.
• Advanced Excel and financial analysis capabilities.