Supervisor - Transaction Advisory

77 consultants; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

A financial advisory firm is seeking a Supervisor for M&A and financial due diligence projects. This role engages professionals in deep financial analysis of transactions valued between $25M and $100M. Candidates must have a CPA, relevant degrees, and at least 4 years of experience in audit or transaction advisory. Responsibilities include managing projects, mentoring junior staff, and presenting findings to clients. This is a significant opportunity for professionals seeking progression in M&A advisory.

Qualifications

• US CPA designation required.
• 4+ years of relevant experience in audit or transaction advisory.
• Strong understanding of US GAAP and GAAS.

Responsibilities

• Spearhead buy-side and sell-side due diligence projects.
• Manage engagements from inception to completion.
• Mentor and train junior staff.

Skills

Quality of Earnings (QoE) analysis

Financial due diligence

Advanced Excel

Client-facing communication

Education

Bachelor’s or Master’s degree in Accounting

US CPA designation

Job description

This position is tailored for seasoned professionals aiming to deepen their expertise in M&A and financial due diligence within the middle-market space.

As a Supervisor, you will spearhead both buy-side and sell-side due diligence projects, typically involving transactions valued between $25M and $100M.

Your responsibilities will include a thorough analysis of financial statements, pinpointing critical EBITDA adjustments, evaluating working capital dynamics, and assessing both historical and projected financial performance.

You will manage engagements from inception to completion, which entails reviewing workpapers, drafting comprehensive due diligence reports, and presenting your findings to internal stakeholders and clients.

Collaboration will be key as you work alongside buyers, investors, and business owners, providing insights that directly influence deal decisions, valuations, and structuring strategies.

Beyond the technical responsibilities, you will take on a leadership role, mentoring and training junior staff, overseeing workflow management, and identifying opportunities to broaden service offerings within established client relationships.

This role presents a compelling opportunity for candidates transitioning from audit or transaction advisory backgrounds, seeking greater deal exposure, increased ownership over engagements, and a clear trajectory toward advanced M&A advisory positions.

Qualifications

• US CPA designation
• Bachelor’s or Master’s degree in Accounting
• 4+ years of relevant experience in audit or transaction advisory
• Proficiency in Quality of Earnings (QoE) analysis
• Solid experience in financial due diligence
• Robust understanding of US GAAP and GAAS
• Expertise in analyzing EBITDA, working capital, and financial trends
• Advanced Excel and financial analysis capabilities
• Experience in reviewing workpapers and reports
• Strong client-facing communication skills
• Capacity to manage multiple engagements and meet deadlines effectively