Transaction Advisory Manager

Frazier & Deeter; Charlotte (NC); Hybrid; USD 110,000 - 130,000; Full time

Job summary

Frazier & Deeter is seeking a Transaction Advisory Manager in Charlotte, NC, offering hybrid work arrangements. You will lead buy-side and sell-side due diligence engagements, provide deep financial analysis, and deliver Quality of Earnings reports across industries.

Ideal candidates bring 5+ years in public accounting with 3+ in transaction advisory, a Bachelor's in Accounting/Finance, and CPA (preferred).

Qualifications

• 5+ years of public accounting experience, including 3+ years in transaction advisory or financial due diligence.
• Bachelor's degree in Accounting/Finance or related field; CPA preferred.
• Experience leading workstreams or supervising staff on due diligence engagements.
• Demonstrated QA of Earnings analyses and reports; strong GAAP knowledge.

Responsibilities

• Lead day-to-day execution of financial due diligence engagements across multiple clients and industries.
• Prepare and review Quality of Earnings deliverables and supporting analyses.
• Coordinate engagement timelines, deliverables, and client communications.
• Assist in importation/formatting of large data sets and manage data room for due diligence.
• Attend networking events and support leadership on complex accounting matters.

Skills

Due diligence

Financial analysis

GAAP knowledge

Client management

Education

Bachelor's degree in Accounting/Finance

CPA (preferred)

Job description

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several officesacross the U.S., UK, and India, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary

At Frazier & Deeter, our Transaction Advisory Services team helps clients make informed decisions during some of the most important moments in their business lifecycle. As a Transaction Advisory Manager, you'll work alongside a collaborative team of professionals, supporting buy-side and sell-side transactions through financial due diligence and meaningful business insights. This role offers the opportunity to work directly with clients, gain exposure to a variety of industries, and develop expertise in a fast-paced environment where no two engagements are alike.

Duties & Responsibilities

• Lead day-to-day execution of financial due diligence engagements across multiple clients and industries.
• Financial due diligence including drafting quality of earnings deliverables including:
  • Analyze historical income statements and balance sheets to calculate, support, and propose adjustments to EBITDA, uncovering non-recurring expenses, pro-forma items, and operational shifts.
  • Analyze monthly net working capital patterns, compute seasonality baselines and isolate normalization adjustments.
  • Revenue recognition analysis
  • Cash proof analysis
  • Calculate cash to accrual conversions and other adjustments to align with GAAP
• Review workpapers, analyses, and deliverables prepared by associates and seniors to ensure accuracy and quality.
• Coordinate and manage engagement timelines, deliverables, and client communications.
• Assist in the importation and formatting of large data sets
• Manage data request list and data room for due diligence engagements
• Attend networking events
• Assist leadership in evaluating complex accounting, financial reporting, and transaction-related matters.

Education & Experience

• 5+ years of public accounting experience, including 3+ years of dedicated transaction advisory or financial due diligence experience.
• Bachelor's degree in Accounting, Finance, or related field required, with demonstrated technical accounting and financial analysis experience.
• Prior experience leading workstreams or supervising staff on due diligence engagements.
• Demonstrated experience preparing and reviewing Quality of Earnings analyses and reports.
• Strong understanding of GAAP and financial statement analysis.
• Experience working directly with private equity firms, strategic buyers, lenders, and business owners preferred.
• Proven ability to manage multiple engagements and competing deadlines simultaneously.
• CPA license or active progress toward CPA certification strongly preferred.
• Experience coaching, mentoring, or developing junior professionals preferred.
• Demonstrated project management and client relationship management skills.

hybrid

Salary Range

Salary Range: $110,000 USD - $130,000 USD