Transaction Advisory Manager

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A leading financial advisory firm in New York is seeking a Transaction Advisory Manager to lead financial diligence engagements across M&A and strategic transactions. The role involves financial analysis, project management, and close client collaboration. Ideal candidates have a strong financial background, excellent communication skills, and previous experience in transaction advisory or similar fields. This position offers competitive compensation and opportunities for professional growth.

Qualifications

• Experience in transaction advisory, audit, investment banking, private equity, or management consulting.
• Strong understanding of financial statements and accounting principles.
• Advanced financial modeling and analytical skills.

Responsibilities

• Lead buy-side and sell-side financial due diligence engagements.
• Manage project scope, timelines, deliverables, and team workflows.
• Prepare client-ready reports and executive summaries.

Skills

Financial analysis

Project management

Client communication

Team management

Analytical skills

Presentation skills

Education

Bachelor's degree in Finance, Accounting, Economics, Business

CPA, CFA, or MBA preferred

Job description

Transaction Advisory Manager – Career Launch AI Talent Network

Location: New York, NY

Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Transaction Advisory Manager position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with managing transaction advisory engagements across mergers, acquisitions, divestitures, and strategic investments.

Actual openings may vary based on employer needs, transaction type (e.g., M&A, carve-outs, buy-side/sell-side diligence, restructuring), and industry focus.

For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/

Position Overview

Transaction Advisory Managers lead financial and operational diligence engagements for corporate and financial sponsor clients. The role combines deep financial analysis, project management, and client communication to support informed decision-making across the transaction lifecycle.

These roles involve close collaboration with clients, internal deal teams, investment professionals, and external advisors.

Key Responsibilities

• Lead buy-side and sell-side financial due diligence engagements for M&A and strategic transactions
• Manage project scope, timelines, deliverables, and team workflows across multiple engagements
• Analyze historical and forecast financial performance, quality of earnings, working capital, and cash flow
• Identify key deal risks, value drivers, and transaction considerations
• Review and challenge management forecasts and transaction assumptions
• Prepare client-ready reports, presentations, and executive summaries
• Coordinate with tax, legal, operational, and commercial diligence teams
• Support transaction structuring, negotiations, and closing processes
• Mentor and review work performed by analysts and senior associates

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; CPA, CFA, or MBA preferred
• Experience in transaction advisory, audit, investment banking, private equity, or management consulting
• Strong understanding of financial statements, accounting principles, and deal mechanics
• Proven ability to manage teams and client relationships in high-pressure environments
• Advanced financial modeling and analytical skills
• Strong written and verbal communication skills, including executive-level presentations
• High attention to detail with strong judgment and problem-solving abilities

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps professionals pursue opportunities similar to this role through:

• Skills-based role matching
• Resume and profile optimization for manager-level roles
• Guidance on outreach to advisory firms and deal teams
• Interview preparation for transaction, accounting, and case-based assessments

To learn more or express interest in transaction advisory and deal leadership roles, visit: https://www.careerlaunch.ai/