Transaction Advisory Manager

Grassi; United States; Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Flexible work options

Floating Fridays program

ESOP ownership

CPA study assistance

Job summary

Grassi is seeking a Transaction Advisory Manager focused on Financial Due Diligence to join our growing advisory practice. This role may be based in multiple offices or remotely for candidates located in NY, NJ, MA, CT, PA, or nearby states.

The position oversees buy-side and sell-side due diligence, analyzes financial statements and KPIs, and communicates insights to clients while fostering strong relationships and contributing to practice growth.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum of 2+ years of Transaction Advisory experience, and 5+ total years of relevant experience
• CPA license required
• Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite and relevant software
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Responsibilities

• Leading buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements, delivering actionable insights that help clients evaluate transaction opportunities and make informed business decisions
• Managing multiple concurrent engagements while ensuring exceptional client service, high-quality deliverables, and timely execution across all phases of the transaction process
• Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and value drivers that impact transaction outcomes
• Developing comprehensive reports, presentations, and analyses that clearly communicate findings, proposed adjustments, and strategic considerations to clients and stakeholders
• Evaluating revenue quality, earnings sustainability, working capital trends, cash flow performance, and balance sheet accounts to assess the financial health of target businesses
• Facilitating meetings and discussions with clients, target company management, and key stakeholders while serving as a trusted advisor throughout the engagement lifecycle
• Building and maintaining strong client relationships through responsive service, technical expertise, and a commitment to delivering meaningful business insights
• Contributing to practice growth initiatives by supporting business development activities, participating in networking and industry events, creating thought leadership content, and expanding professional relationships
• Supporting a collaborative team environment that promotes knowledge sharing, innovation, and excellence in serving clients across diverse industries
• Traveling to client sites, firm offices, and industry events as needed while maintaining flexibility to meet engagement and client service requirements

Skills

Interpersonal skills

Communication

Multi-tasking

Leadership

Microsoft Office

Education

Bachelor’s degree in Accounting/Finance

CPA certification

Tools

Accounting software

Job description

About Grassi

After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories.

With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future.

Job Summary

We are currently seeking a Transaction Advisory Manager focused on Financial Due Diligence to join our team in any of the following office locations: Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. We will also consider remote candidates based in New York, New Jersey, Massachusetts, Connecticut, and the Greater Philadelphia market. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities include, but are not limited to:

• Leading buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements, delivering actionable insights that help clients evaluate transaction opportunities and make informed business decisions
• Managing multiple concurrent engagements while ensuring exceptional client service, high-quality deliverables, and timely execution across all phases of the transaction process
• Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and value drivers that impact transaction outcomes
• Developing comprehensive reports, presentations, and analyses that clearly communicate findings, proposed adjustments, and strategic considerations to clients and stakeholders
• Evaluating revenue quality, earnings sustainability, working capital trends, cash flow performance, and balance sheet accounts to assess the financial health of target businesses
• Facilitating meetings and discussions with clients, target company management, and key stakeholders while serving as a trusted advisor throughout the engagement lifecycle
• Building and maintaining strong client relationships through responsive service, technical expertise, and a commitment to delivering meaningful business insights
• Contributing to practice growth initiatives by supporting business development activities, participating in networking and industry events, creating thought leadership content, and expanding professional relationships
• Supporting a collaborative team environment that promotes knowledge sharing, innovation, and excellence in serving clients across diverse industries
• Traveling to client sites, firm offices, and industry events as needed while maintaining flexibility to meet engagement and client service requirements

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• Minimum of 2+ years of Transaction Advisory experience, and 5+ total years of relevant experience
• CPA license required
• Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite and relevant software
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Why Grassi?

Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:

Flexibility:

Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO.

Company Culture:

Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients.

Benefits Package:

Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program.

ESOP Owned:

The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Unlike many other ESOPs, Grassi’s is privately funded, with no outside investors or private equity firms involved in the plan.

CPA Incentive:

Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam.

Learning and Development:

We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees.

Wellness Resources:

Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep.

Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development.

Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the following market(s):

New York ranges are from $120,000 - $170,000

New Jersey ranges are from $120,000 - $170,000

Massachusetts ranges are from $120,000 - $170,000

Connecticut ranges are from $120,000 - $170,000