Senior Manager – Transaction Advisory Services

Jobtailor; Illinois; On-site; USD 180,000 - 240,000; Full time

Job summary

Jobtailor is seeking a senior financial due diligence professional to lead buy-side and sell-side engagements, focusing on quality of earnings, working capital analysis, and robust financial modeling. You will oversee teams, manage deadlines, and clearly communicate findings to executives, private equity firms, and other stakeholders.

You will review client financials, identify key risks and value drivers, and oversee preparation of reports and presentations, while collaborating with

Qualifications

• 10+ years of transaction advisory and/or audit experience in professional services.
• Supervisory experience of 3+ years.
• CPA certification preferred or in process.

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 engagement teams and ensure high-quality deliverables, clear communication, and deadlines.
• Review client financials, identify risks and value drivers, and present findings to executives and stakeholders.

Skills

Financial due diligence

US GAAP

Project management

Team leadership

Communication skills

Education

Bachelor's degree in accounting/finance

CPA certification

Tools

Excel

PowerPoint

Power BI

Job description

• 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 and ensure 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 Key Findings Reports, Databooks, and financial presentations
• Assess reported revenues, margins, earnings, net assets, net working capital, and cash flows
• Collaborate with tax, valuation, audit, advisory, and consulting teams throughout the transaction lifecycle
• Mentor and develop staff through training, feedback, and engagement coaching
• Stay current on market trends, accounting standards, and industry developments
• Lead meetings and conference calls with client and target-company management
• Serve as a secondary point of contact for day-to-day transaction execution matters
• Work with clients, investment banks, PE investors, attorneys, and other stakeholders
• Build and maintain client relationships and contribute to business development and priority client relationship teams
• Collaborate with TAS leaders and EisnerAmper professionals to drive growth and bring resources to opportunities
• Occasionally work extended hours or travel to/work from firm offices and client locations

Requirements

• 10+ years of transaction advisory and/or audit experience from a national public accounting and/or other professional services firm
• 3+ years of supervisory experience
• Bachelor’s degree in accounting, finance, economics, or a related field
• CPA certification or successful completion of CPA certification in process preferred
• Strong technical knowledge of US GAAP, including ASC 606 revenue recognition, inventory, and accrual-based accounting
• High proficiency in Excel and PowerPoint
• Knowledge of Power BI and/or similar financial modeling analytical tools
• Excellent interpersonal and team-building skills
• Proficient written and oral communication skills
• Strong project management and multitasking abilities across simultaneous transactions
• Strong organizational skills
• Ability to work both as a team member and individual contributor
• Flexibility to be on call at select critical times during time-sensitive transactions
• Ability to thrive, remain effective, responsive, and decisive in fast-paced settings

Core Competencies

Demonstrates expertise in financial due diligence, including quality of earnings and financial modeling, while effectively managing transaction teams and delivering high-quality client presentations. Proficient in US GAAP and skilled in building client relationships to drive business development.

Highest-signal resume keywords

• Financial Due Diligence
• US GAAP Expertise
• CPA Certification
• Project Management
• Team Leadership

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Quality Of Earnings Analysis
• Working Capital Analysis
• Cash Flow Assessment
• Revenue Recognition
• Excel Proficiency
• PowerPoint Proficiency
• Power BI Knowledge
• Financial Presentation Preparation
• Risk Identification

Soft Skills

• Interpersonal Skills
• Team-Building Skills
• Written Communication Skills
• Oral Communication Skills
• Organizational Skills

Certifications & Qualifications

• CPA Certification

Industry Keywords

• Transaction Advisory
• Audit Experience
• Private Equity
• Stakeholder Engagement
• Market Trends
• Accounting Standards