Transaction Advisory Manager- Financial Due Diligence

Withum PC; Houston (TX); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Bonus program

Competitive benefits

Hybrid work in Houston

Job summary

Withum PC in Houston seeks a Manager in Transaction Advisory Services focusing on financial due diligence. You will lead multiple work streams, coordinate engagements, and mentor junior staff while engaging with client management and leadership.

The role requires a CPA or active in process, 5+ years of M&A experience, strong Excel/PowerPoint, and willingness to travel up to 40%. This hybrid position offers competitive compensation and a comprehensive benefits package.

Qualifications

• Bachelor's degree in accounting or finance; CPA preferred or in process.
• 5+ years of M&A experience within a professional services environment.

Responsibilities

• Manage multiple work streams within financial due diligence engagements.
• Coordinate diligence activities and ensure timely client communications.
• Collaborate with client management on focus areas and deal considerations.
• Contribute to reporting of findings and recommendations on earnings quality and cash flow.
• Assist in integration, separation and post-transaction transition planning.
• Mentor junior team members and advance M&A best practices.

Skills

Excel

PowerPoint

Communication

Analytical skills

M&A experience

Willingness to travel

Education

Bachelor's degree in accounting or finance

CPA certification

Job description

**Job Description:**We are currently accepting applications for a**Manager in Transaction Advisory Services** specifically focusing on financial due diligence. As a manager you will be a vital member of the team driving project management work at various points in the financial due diligence process.The Manager will work directly with clients, target company management teams, and engagement leadership while mentoring junior team members and contributing to the continued growth of the practice. Our TAS team specializes in helping clients navigate acquisitions, divestitures, recapitalizations, and other strategic transactions through high-quality financial analysis and actionable insights.Currently we are looking for a Manager based out of the **Houston, TX** office. This is a hybrid position (3 days in office expectation per week).Withum’s brand reflects 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 Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.**How You’ll Spend Your Time:*** Managing multiple work streams at any given time* Coordinating financial due diligence engagements* Collaborating with client management on diligence focus areas and providing real-time communications of issues and deal considerations* Participating in discussions regarding business performance and forecasting assumptions with senior team management* Identifying and supporting 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* Working on 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* Collaborating with other team members and contributing to the ongoing development of M&A best practices* Analyzing 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* Researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients* Utilizing technology/tools in analyzing datasets and presenting visualizations**The Kinds of People We Want to Talk to Have Many of The Following:*** A bachelor’s degree in accounting or finance and 5+ years of related M&A work experience; supported by an active CPA certification or in the process of obtaining one* Experience gained within another large professional services organization; public accounting experience preferred with a focus on energy clients* High proficiency in Excel and PowerPoint* Effective communication skills both internally and externally, promoting active listening and consistently following up on open action items appropriately* 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* Working knowledge of US GAAP* The desire to be a long-term contributor to a dynamic team* Must be willing and able to travel up to 40% on short notice* Experience in a mergers or acquisitions transactions role* Established networking skills in a relevant industryThe compensation for this position ranges from $130,000-$160,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.