Transaction Advisory Manager - M&A Due Diligence Leader

KLR; Massachusetts; Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Unlimited Paid Time Off

18 Paid Holidays

Employer-Matched 401(k)

Tuition Assistance + CPA Exam/Prep

Mentorship & Leadership Development

Robust Referral Bonuses

Job summary

KLR is a leading New England CPA and advisory firm seeking a Transaction Advisory Services Manager in a hybrid Boston MA or Providence RI role. Lead due diligence engagements, analyze financials, and drive deal insights while mentoring juniors and coordinating with cross-functional teams.

The role requires a CPA or CFA, 5+ years in accounting/finance, and strong communication skills to interact with clients and deal teams. Hybrid work model offered with regional offices.

Qualifications

• 5+ years of relevant experience in accounting or finance; audit background preferred but not required.
• CPA or CFA designation required.
• Experience working with private equity firms and/or portfolio companies preferred but not required.
• Strong understanding of cash, modified cash, and accrual (GAAP) accounting, including cash-to-accrual conversions.
• Excellent analytical, problem-solving, and documentation skills.
• Proficiency in Excel, Word, and PowerPoint.

Responsibilities

• Lead and manage buy-side and sell-side financial due diligence engagements from planning through delivery.
• Analyze target company financials and operating data to identify key trends, risks, and value drivers, including: Historical and projected financial, operational, and commercial performance; quality of earnings adjustments and EBITDA normalization; working capital trends and debt-like items; potential liabilities and transaction-related risks impacting valuation.
• Identify pre- and post-acquisition considerations, including operational and financial integration risks.
• Drive key deal insights, including purchase price adjustments, deal structuring considerations, and transaction risks.
• Evaluate business models, revenue streams, and cost structures to assess overall transaction viability.
• Prepare and review comprehensive due diligence reports, including Quality of Earnings, working capital, and other transaction analyses.
• Manage, mentor, and develop junior team members, providing ongoing coaching, training, and performance feedback.
• Collaborate cross-functionally with valuation, tax, IT, and other advisory teams to deliver integrated client solutions.
• Serve as a primary point of contact for clients and external stakeholders, including target management, investment bankers, and legal advisors.
• Communicate findings clearly and effectively to senior leadership, clients, and deal teams.

Skills

Analytical abilities

Problem-solving

Documentation

Communication

Project management

Education

Bachelor’s degree in Accounting or Finance

CPA or CFA designation

Tools

Macabacus

QuickBooks

Microsoft Office

Job description

KLR is a leading New England CPA and advisory firm seeking a Transaction Advisory Services Manager in a hybrid Boston MA or Providence RI role. Lead due diligence engagements, analyze financials, and drive deal insights while mentoring juniors and coordinating with cross-functional teams.

The role requires a CPA or CFA, 5+ years in accounting/finance, and strong communication skills to interact with clients and deal teams. Hybrid work model offered with regional offices.