Transaction Advisory Manager

Withum; Providence (RI); Remote; USD 115,000 - 140,000; Full time

Job summary

A leading advisory and accounting firm is seeking a Manager in Transaction Advisory Services to oversee financial diligence projects. This role requires significant experience in M&A, project management skills, and an analytical approach to financial data. The position offers opportunities for remote work and supports professional growth within a collaborative culture.

Qualifications

• 4+ years of related experience in M&A.
• Significant public accounting experience.
• Confidence to translate complex data into insights.

Responsibilities

• Managing and coordinating financial due diligence engagements.
• Writing reports on findings and recommendations.
• Identifying integration and post-transaction issues.

Skills

Project management

Analytical skills

Data interrogation techniques

Negotiation skills

Education

Bachelor's degree in Accounting or Finance

Active CPA certification

Job description

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business.

We are currently accepting applications for a Manager in Transaction Advisory Services that will support our firm nationwide. As a Manager you will be a vital member of the team managing and executing financial diligence project work.

The Manager can be based in any of the following any of our U.S. office locations (New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Woburn, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Saddle Brook, NJ; Providence, RI; Baltimore, MD; Bethesda, MD; Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Portland, OR; Seattle, WA)or remotely anywhere within the US.

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the , promoting personal and professional growth for all team members, clients, and surrounding communities.

How You'll Spend Your Time :

• Managing and coordinating financial due diligence engagements
• Coordinating with client management on diligence focus areas and providing real-time communications of issues and deal considerations
• Conducting discussions regarding business performance and forecasting assumptions with senior team management
• Creating and tailoring analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows
• Writing reports that set out our findings and recommendations around the key financial and business issues in a transaction
• Identifying integration, separation and post-transaction transition issues
• Engaging in relevant marketing and business development activities
• Developing and mentoring other team members and contribute to the ongoing development of M&A best practices

Skills and Attributes For Success :

• Project management of financial due diligence engagements
• Ability to analyze financial and operational results of businesses to be acquired or sold through reviewing accounting records, understanding the drivers of the business and conducting interviews with management
• Constantly researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients
• High competencies with data interrogation techniques using excel and / or other software packages

The Kinds of People We Want to Talk To :

• A bachelor’s degree in Accounting or Finance and 4+ years of related (M&A) work experience; supported by an active CPA certification
• Significant public accounting experience
• Excellent analytical skills and the confidence to translate complex data into meaningful insights
• The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
• Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally
• Must be willing and able to travel up to 40% on short notice

Ideally, you’ll also have :

• A proven record of excellence in a mergers or acquisitions transactions role
• Experience gained within another large professional services organization
• Established networking skills in a relevant industry

California / Washington State ranges are from $115,000 - $140,000

Washington, D.C. ranges are from $115,000 - $140,000

NYC ranges are from $115,000 to $140,000

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the State of Colorado