Senior Transaction Advisory Manager — M&A Diligence Leader

Plante & Moran, PLLC; Southfield (MI); On-site; USD 123,000 - 185,000; Full time

Benefits offered by this job

Health, dental, vision, disability, &

Life insurance

401(k) plan

Flexible benefits plans

Business travel reimbursement

Pension plan for staff

Discretionary bonus plan

Job summary

Plante Moran in the United States seeks a Transaction Advisory Services professional to provide transaction oriented accounting and reporting support for mergers, acquisitions, divestitures, and management buyouts, and to develop financial forecasts.

Candidates should hold a Bachelor's in Accounting or Finance; CPA is preferred, with 4–6 years in TAS, audit, consulting, or investment banking, and travel around 20% is expected.

Qualifications

• Bachelor's Degree in Accounting or Finance.
• Preferred CPA certification.
• 4–6 years in Transaction Advisory, Audit, Consulting or Investment Banking.
• Willingness to travel ~20%.

Responsibilities

• Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts.
• Prepare detailed financial analysis to assist clients evaluating acquisition decisions.
• Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis.
• Develop and review financial forecasts.
• Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired.
• Analyze financial statements to determine sustainability of performance.
• Assist in preparing proposals and engagement letters.
• Organize varying projects against deadlines and manage time effectively.

Skills

Financial analysis

Forecasting

Client interaction

Time management

Education

Bachelor's Degree in Accounting or Finance

CPA certification (preferred)

Job description

Plante Moran in the United States seeks a Transaction Advisory Services professional to provide transaction oriented accounting and reporting support for mergers, acquisitions, divestitures, and management buyouts, and to develop financial forecasts.

Candidates should hold a Bachelor's in Accounting or Finance; CPA is preferred, with 4–6 years in TAS, audit, consulting, or investment banking, and travel around 20% is expected.