Transaction Advisory Manager - Buy-Side & Sell-Side DD

Forvis Mazars, LLP; Tallahassee (FL); Presencial; USD 120 000 - 180 000; Tempo integral

Resumo da oferta

Forvis Mazars, LLP is a leading professional services firm providing assurance, tax and advisory services across the United States. The Transaction Advisory team helps clients navigate acquisitions and sales with deep middle-market expertise and national resources.

The role involves leading due diligence engagements, analyzing financial and operational data, and delivering actionable recommendations to improve post-acquisition value.

Qualificações

• Bachelor’s Degree in Accountancy, Finance, or a related field
• Minimum of five (5) years of relevant work experience in audit or transaction advisory services from a large public accounting or consulting firm
• Proficiency with Microsoft Office, primarily Excel and PowerPoint
• Excellent written and verbal communication skills
• Ability to develop relationships with both team members and external clients
• Minimum of five (5) years of relevant work experience with at least three (3) years of transaction advisory financial due diligence experience from a large public accounting or consulting firm
• Current and valid CPA (Certified Public Accountant) license
• Masters Degree in Accountancy

Responsabilidades

• Lead and execute comprehensive buy-side and sell-side financial due diligence engagements for private equity firms and corporate clients
• Analyze and interpret complex financial and operational data of target companies to develop insightful Quality of Earnings reports that support informed investment decisions
• Identify key diligence issues and value creation opportunities, providing actionable recommendations for post-acquisition integration and performance improvement.
• Conduct in-depth industry and market research to benchmark performance, assess trends, and evaluate the competitive positioning of target companies.
• Collaborate closely with senior stakeholders, including C-suite executives, investment bankers, private equity partners, legal advisors, and internal teams to drive deal success.
• Coach, mentor, and oversee junior team members, fostering professional development through hands-on training, performance feedback, and knowledge sharing to build a high-performing team.

Formação académica

Bachelor’s Degree in Accountancy, Finance, or a related field

Minimum of five (5) years of relevant work experience in audit or transaction advisory services from a large public accounting or consulting firm

Proficiency with Microsoft Office, primarily Excel and PowerPoint

Excellent written and verbal communication skills

Ability to develop relationships with both team members and external clients

Descrição da oferta de emprego

Forvis Mazars, LLP is a leading professional services firm providing assurance, tax and advisory services across the United States. The Transaction Advisory team helps clients navigate acquisitions and sales with deep middle-market expertise and national resources.

The role involves leading due diligence engagements, analyzing financial and operational data, and delivering actionable recommendations to improve post-acquisition value.