Transaction Advisory Manager: Buy/Sell Diligence Lead

Insite US; Providence (RI); Hybrid; USD 110,000 - 165,000; Full time

Benefits offered by this job

Health & dental insurance

Paid time off

Tuition assistance

Professional development

Hybrid across Boston/Providence

Job summary

A growing CPA and advisory firm is seeking an experienced Transaction Advisory Services Manager to lead deals across the middle market in the Providence/Boston area. You will manage both buy-side and sell-side due diligence engagements, guiding scoping, analysis and final presentations for investors and deal teams.

You will interact with private equity investors, portfolio company leadership, corporate buyers and sellers, and attorneys, translating complex financial findings into clear

Qualifications

• Bachelor's degree in Accounting, Finance or a related discipline.
• 5+ years of relevant accounting, finance or transaction experience.
• CPA or CFA designation required.
• Strong financial statement analysis and financial modelling capabilities.
• Excellent understanding of cash, modified cash and US GAAP accrual accounting.
• Ability to perform and understand cash-to-accrual conversions.
• Advanced Excel skills.
• Strong analytical and problem-solving capabilities.
• Experience managing multiple projects and demanding transaction deadlines.
• Confidence communicating directly with clients and senior stakeholders.
• Strong written skills with the ability to prepare clear, commercially focused reports.
• An audit background is advantageous but isn't essential.
• Previous experience with private equity and portfolio companies is beneficial.

Responsibilities

• Lead buy-side and sell-side due diligence engagements from planning through completion.
• Analyse historical and projected financial performance.
• Perform Quality of Earnings (QoE) analysis.
• Identify EBITDA adjustments and normalization items.
• Analyse working capital requirements and historical trends.
• Identify debt-like items and purchase price considerations.
• Review revenue streams, margins and cost structures.
• Assess earnings quality and cash flow sustainability.
• Analyse financial trends that could affect transaction value.
• Identify potential liabilities and deal-specific risks.
• Evaluate cash, modified cash and accrual-based information.
• Perform cash-to-accrual conversions where required.
• Collaborate with tax, valuation, IT and other advisory areas.
• Supervise and develop junior advisory team members.
• Delegate analysis, review workstreams and provide feedback.
• Manage multiple engagements and ensure deadlines are met.

Skills

Financial due diligence

Quality of Earnings

US GAAP

Excel advanced

Cash to accrual

Project management

Client communication

Financial statement analysis

Deal structuring

Audit background

Education

Bachelor's degree in Accounting/Finance

CPA or CFA designation

Tools

Macabacus

QuickBooks

Job description

A growing CPA and advisory firm is seeking an experienced Transaction Advisory Services Manager to lead deals across the middle market in the Providence/Boston area. You will manage both buy-side and sell-side due diligence engagements, guiding scoping, analysis and final presentations for investors and deal teams.

You will interact with private equity investors, portfolio company leadership, corporate buyers and sellers, and attorneys, translating complex financial findings into clear