Senior Manager, Transaction Advisory Services

SR Staffing; United States; On-site; USD 150,000 - 210,000; Full time

Job summary

SR Staffing seeks a Senior Manager of Transaction Advisory Services to lead financial, accounting, and operational due diligence for middle-market M&A engagements. You will interact with C-suite executives, private equity owners, lenders, and target company leaders, overseeing engagement execution and mentoring junior staff.

The role offers leadership development, cross-functional collaboration, and the chance to shape deal strategy while expanding client relationships within a dynamic,

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.
• 7+ years of public accounting, transaction advisory, or related consulting experience required.
• 4+ years of TAS or Financial Due Diligence experience strongly preferred.
• CPA, CA, or equivalent professional designation preferred.

Responsibilities

• Lead financial due diligence engagements for mergers and acquisitions from start to finish.
• Serve as primary contact for executive leadership teams during transaction process.
• Analyze quality of earnings, working capital, historical and projected financial performance.
• Conduct industry and company research to support transaction analyses.
• Lead management interviews and information-gathering sessions with target company executives.
• Identify transaction risks, deal issues, and opportunities for value creation.
• Develop recommendations related to transaction structure and negotiation considerations.
• Lead due diligence report preparation and presentation of findings to clients.

Skills

Financial due diligence

M&A

Client management

Project management

Excel proficiency

Leadership

Communication

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

PowerPoint

Job description

Senior Manager, Transaction Advisory Services

About the Opportunity Our client, a leading and rapidly growing transaction advisory practice, is seeking a Senior Manager, Transaction Advisory Services to join its expanding team. This is an outstanding opportunity for a seasoned transaction advisory professional to work on high-profile middle-market deals while gaining significant exposure to clients, leadership, and business development initiatives. The organization offers an entrepreneurial environment, strong career advancement opportunities, and the ability to make an immediate impact while collaborating with experienced industry leaders and technical experts. The firm is committed to delivering exceptional client service while supporting a healthy work-life balance for its professionals.

About the Role

Position Summary The Senior Manager, Transaction Advisory Services will lead financial, accounting, and operational due diligence engagements for mergers and acquisitions transactions. This role requires direct interaction with clients, private equity groups, lenders, business owners, and executive leadership teams while overseeing engagement execution and developing junior team members.

Responsibilities

• Key Responsibilities
• Plan, manage, and oversee financial due diligence engagements from start to finish.
• Serve as the primary point of contact for executive leadership teams throughout the transaction process.
• Analyze quality of earnings, working capital, historical and projected financial performance, and key balance sheet accounts.
• Conduct industry and company research to support transaction-related analyses.
• Lead management interviews and information-gathering sessions with target company executives.
• Identify transaction risks, deal issues, and opportunities for value creation.
• Develop recommendations and solutions related to transaction structure and negotiation considerations.
• Lead financial due diligence report preparation and presentation of key findings to clients.
• Manage communication and information flow among clients, target companies, and transaction stakeholders.
• Support business development efforts through networking, relationship building, and industry involvement.
• Assist in proposal development and client presentations for new business opportunities.
• Collaborate with leadership and service line teams to identify cross-selling opportunities and expand client relationships.
• Perform other duties as assigned.
• Leadership & Team Development
• Manage and supervise engagement teams, including managers and senior associates.
• Review work product and provide coaching, feedback, and technical guidance.
• Mentor team members through real-time training and professional development.
• Participate in performance evaluations and ongoing staff development initiatives.
• Foster a collaborative, high-performing team environment focused on quality client service.

Qualifications

• Qualifications
• Education
• Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.
• Experience
• 7+ years of public accounting, transaction advisory, or related consulting experience required.
• 4+ years of Transaction Advisory Services (TAS) or Financial Due Diligence experience strongly preferred.
• Demonstrated experience working directly with C-suite executives and business owners preferred.
• Certifications
• CPA, CA, or equivalent professional designation preferred.
• Technical Skills
• Strong proficiency with Microsoft Excel, PowerPoint, and Word.
• Advanced financial analysis and modeling capabilities.
• Strong understanding of U.S. GAAP and financial reporting principles.
• Knowledge, Skills & Abilities
• Excellent verbal, written, and presentation skills.
• Strong executive presence and ability to interact with stakeholders at all organizational levels.
• Exceptional analytical and problem-solving abilities.
• Proven ability to manage multiple projects and deadlines simultaneously.
• Strong relationship-building and client management skills.
• Business development mindset with the ability to identify and pursue growth opportunities.
• Experience evaluating large datasets and identifying transaction-related risks and opportunities.
• High level of professionalism and ability to maintain strict confidentiality.
• Strong project management and organizational skills with keen attention to detail.
• Ability to travel as needed.

Required Skills

• Advanced financial analysis and modeling capabilities.
• Strong understanding of U.S. GAAP and financial reporting principles.
• Excellent verbal, written, and presentation skills.
• Strong executive presence and ability to interact with stakeholders at all organizational levels.
• Exceptional analytical and problem-solving abilities.
• Proven ability to manage multiple projects and deadlines simultaneously.
• Strong relationship-building and client management skills.
• Experience evaluating large datasets and identifying transaction-related risks and opportunities.
• High level of professionalism and ability to maintain strict confidentiality.
• Strong project management and organizational skills with keen attention to detail.

Preferred Skills

• 4+ years of Transaction Advisory Services (TAS) or Financial Due Diligence experience strongly preferred.
• Demonstrated experience working directly with C-suite executives and business owners preferred.
• CPA, CA, or equivalent professional designation preferred.
• Business development mindset with the ability to identify and pursue growth opportunities.

Pay range and compensation package

• Why Consider This Opportunity?
• Work on complex middle-market M&A transactions.
• Direct exposure to private equity firms, lenders, and executive leadership teams.
• Strong career growth and advancement opportunities.
• Competitive compensation and benefits package.
• Opportunity to make a meaningful impact within a growing practice.

Equal Opportunity Statement

The job description does not include a specific equal opportunity statement. The employer is encouraged to add a statement on commitment to diversity, equity, inclusion, and providing equal employment opportunities to all applicants