Senior Manager- Transaction Advisory Services

EisnerAmper; Boston (MA); On-site; USD 150,000 - 190,000; Full time

Job summary

EisnerAmper in Boston is seeking an experienced Transaction Advisory Manager to lead due diligence engagements for buy-side and sell-side transactions, including quality of earnings, working capital analysis, and financial modeling. You will manage multiple engagement teams, review client financials, identify risks and value drivers, and present findings to executives and private equity firms.

The TAS Practice collaborates with tax, valuation, audit, and advisory colleagues to deliver integrated

Qualifications

• 10+ years of transaction advisory and/or audit experience from public accounting or professional services.
• 3+ years of supervisory experience.
• Bachelor’s degree in accounting, finance, economics, or related field.

Responsibilities

• Lead financial due diligence engagements for buy-side and sell-side transactions.
• Manage multiple transaction teams with high-quality deliverables and deadlines.
• Review client financials, identify risks, and present findings to executives.
• Collaborate with tax, valuation, audit, advisory and consulting teams.

Skills

Interpersonal skills

Communication skills

Education

Bachelor's degree in accounting, finance, economics or related field

Tools

Excel

PowerPoint

Power BI

Job description

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

What it Means to Work for EisnerAmper:

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
• You will have the flexibility to manage your days in support of our commitment to work/life balance
• You will join a culture that has received multiple top “Places to Work” awards
  • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
  • We understand that embracing our differences is what unites us as a team and strengthens our foundation
  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

Key Responsibilities:

• 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 that summarize 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 and insights 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 and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.
• Work closely with clients, investment banks, PE investors, attorneys and other key stakeholders.
• Participate in building and maintaining client relationships and other business development opportunities, including but not limited to authoring Thought Leadership articles, attending transaction-focused business conferences, and being an active contributor to priority client relationship teams.
• May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations.

Basic Qualifications:

• 10+ years of transaction advisory and/or audit experience from a national public accounting and/or other professional services firms
• 3+ years of supervisory experience
• Bachelor’s degree in accounting, finance, economics or related field

Preferred/Desired Qualifications:

• 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
• Collaboratively work with TAS leaders and other EisnerAmper professionals to strategically drive growth and bring appropriate resources to opportunities.

About our Transaction Advisory Services Team:

The TAS Practice assists financial and strategic investors and lenders in connection with evaluating complex acquisition and divestiture transactions. Our professionals have decades of experience advising clients in every aspect of the transaction, from pre-LOI stage through closing. We are looking for professionals in selected geographic and functional markets to add to the continued growth and expansion of our TAS practice.

Our SWAT Team process, backed by the institutional knowledge and established reputation of the firm, enables us to be flexible and always evaluate what can take our team and clients to the next level. Whether it’s a new internal process, digital platform, or service offering, we believe that innovative ideas come from all levels and every employee should have the opportunity to make an impact on the business, our clients, and their careers.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions, PE firms, start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state or local law.

Should you need any accommodations to complete this application please email: [e-mail]

Preferred Location:

New York