Transaction Advisory Manager

ED03 Elliott Davis Advisory, LLC; United States; Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

Generous time away and paid firm holidays

Flexible work schedules

Paid maternity and parental leave

Health and wellness benefits

Professional coaching

Leadership and career development programs

Job summary

ED03 Elliott Davis Advisory, LLC is hiring a professional to lead financial due diligence for private equity and strategic buyers. This role requires a Bachelor’s degree, CPA, and three years of relevant advisory experience.

The ideal candidate will excel in project management, communication, and client service. Benefits include generous time off, flexible schedules, and first-class health benefits.

Qualifications

• Minimum of three years of relevant transaction advisory services experience.
• At least five years of relevant overall professional experience.
• Experience leading buy-side and sell-side transaction services engagements.

Responsibilities

• Lead engagement teams for financial due diligence procedures.
• Perform quality of earnings and working capital analysis.
• Communicate due diligence findings clearly.

Skills

Financial due diligence

Project management

Business development

Communication skills

Excel proficiency

Client service focus

Education

Bachelor's degree

Current licensed CPA

Tools

Microsoft Office

Job description

Responsibilities

• Lead engagement teams by performing financial due diligence procedures for buy‑side and sell‑side engagements for private equity, mezzanine funds, and strategic buyers.
• Perform quality of earnings, debt and debt‑like, and working capital analysis.
• Develop an understanding of a target’s business, recognize and evaluate key performance drivers, operational trends, and developments of target companies, in addition to challenging target assumptions.
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness considerations.
• Communicate due diligence findings and critical deal issues confidently in a clear, concise, and articulate manner, both verbally and in written reports.
• Create a collaborative team environment, motivate, and develop and mentor/coach team through communication and actions.
• Lead and participate in people development and business development efforts.
• Provide timely, high‑quality client service that meets or exceeds expectations.
• Identify performance improvement opportunities and recommend creative solutions to complex issues, in addition to identifying critical post‑closing issues to be addressed.
• Growth‑minded, strengthen and develop client relationships, and oversee engagement economics and management of resources.
• Collaborate with other Elliott Davis team members.

Requirements

• A minimum of three years of relevant transaction advisory services experience, and at least five years of relevant overall professional experience.
• Bachelor’s degree from an accredited college/university.
• Current licensed CPA.
• Big4, national or large regional firm experience preferred.
• Demonstrated experience leading buy‑side and sell‑side transaction services engagements in the lower to middle market space.
• Excellent verbal and written communication skills.
• Strong Excel skills and proficiency in Microsoft Office.
• Aptitude toward business development.
• Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders toward the successful completion of a project.
• Ability to thrive and adapt in a fast‑paced, dynamic environment.
• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues.
• Ability to manage multiple responsibilities simultaneously (multi‑task).
• Superior client service focus.
• Ability to travel to client locations as required.

Benefits

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s.
• Flexible work schedules.
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible).
• First‑class health and wellness benefits, including wellness coaching and mental health counseling.
• One‑on‑one professional coaching.
• Leadership and career development programs.
• Access to Beyond: a one‑of‑a‑kind program with experiences that help you expand your life, personally and professionally.