Transaction Advisory Manager- Financial Due Diligence

WithumSmith+Brown; Houston (TX); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Bonus program

Competitive benefits

Job summary

WithumSmith+Brown seeks a Manager in Transaction Advisory Services focused on financial due diligence in Houston, TX. This hybrid role requires coordinating due diligence engagements, advising client management, and mentoring junior staff within a dynamic professional services environment.

You will lead analyses of target financials, identify valuation drivers, and contribute to post-transaction considerations while collaborating with leadership to deliver high-quality insights for acquisitions

Qualifications

• Bachelor's degree in accounting or finance; CPA preferred.
• 5+ years in M&A or financial due diligence.
• Experience in a large professional services firm; energy sector experience preferred.
• Strong Excel/PowerPoint and communication skills.
• Willingness to travel up to 40%.

Responsibilities

• Manage multiple work streams in due diligence engagements.
• Coordinate financial due diligence activities with client and management teams.
• Present findings and provide actionable insights on earnings and cash flow.
• Support forecasts and business performance discussions with senior management.
• Prepare reports outlining key financial and business issues.
• Identify post-transaction integration considerations.
• Collaborate with team to share best M&A practices.
• Analyze target financials and industry trends to inform valuations.

Skills

Financial due diligence

M&A transaction experience

Project management

Communication skills

US GAAP

CPA certification

Education

Bachelor's degree in accounting or finance

Tools

Excel

PowerPoint

Job description

Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!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 timeCoordinating financial due diligence engagementsCollaborating with client management on diligence focus areas and providing real-time communications of issues and deal considerationsParticipating in discussions regarding business performance and forecasting assumptions with senior team managementIdentifying 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 flowsWorking on reports that set out our findings and recommendations around the key financial and business issues in a transactionIdentifying integration, separation and post-transaction transition issuesCollaborating with other team members and contributing to the ongoing development of M&A best practicesAnalyzing 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 managementResearching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clientsUtilizing technology/tools in analyzing datasets and presenting visualizationsThe 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 oneExperience gained within another large professional services organization; public accounting experience preferred with a focus on energy clientsHigh proficiency in Excel and PowerPointEffective communication skills both internally and externally, promoting active listening and consistently following up on open action items appropriatelyExcellent analytical skills and the confidence to translate complex data into meaningful insightsThe ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and conceptsWorking knowledge of US GAAPThe desire to be a long-term contributor to a dynamic teamMust be willing and able to travel up to 40% on short noticeExperience in a mergers or acquisitions transactions roleEstablished 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/.#LI-MD1 #LI-HybridWithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.