Transaction Advisory Senior Manager

Grassi; New York (NY); Hybrid; USD 150,000 - 225,000; Full time

Job summary

Grassi is seeking a Transaction Advisory Senior Manager focused on Financial Due Diligence to join our team in multiple office locations including Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; Wayne, PA. Remote candidates based in NY, NJ, MA, CT, and the Greater Philadelphia market will be considered.

You will lead buy-side and sell-side engagements, manage engagement teams, advise private equity sponsors and executives, analyze financial statements,

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• Minimum of 4+ years of Transaction Advisory experience, and 7+ total years of relevant experience
• CPA license required
• Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite and relevant software
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Responsibilities

• Leading complex buy-side and sell-side financial due diligence and QoE engagements, providing strategic insights that drive investment and transaction decisions
• Directing multiple concurrent engagements and engagement teams, ensuring exceptional client service, technical excellence, and timely delivery across all phases of the transaction lifecycle
• Advising private equity sponsors, strategic buyers, business owners, and executive leadership teams on key financial, operational, and transaction-related considerations
• Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and value drivers that impact transaction outcomes
• Developing and reviewing comprehensive reports, presentations, and analyses that communicate findings, proposed adjustments, and strategic recommendations to clients and stakeholders
• Monitoring industry trends, market activity, accounting developments, and emerging transaction considerations to enhance client value and thought leadership
• Evaluating revenue quality, earnings sustainability, working capital trends, cash flow performance, and balance sheet accounts to assess the financial health of target businesses
• Contributing to practice growth initiatives by supporting business development activities, participating in networking and industry events, creating thought leadership content, and expanding professional relationships
• Driving client relationships by serving as a trusted advisor and primary point of contact throughout the engagement and transaction process
• Traveling to client sites, firm offices, and industry events as needed while maintaining flexibility to meet engagement and client service requirements

Skills

CPA license

Transaction advisory

Leadership

Communication

Microsoft Office

Education

Bachelor’s degree in Accounting/Finance

Tools

Microsoft Office

Job description

About Grassi

After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories.

With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future.

Job Summary

We are currently seeking a Transaction Advisory Senior Manager focused on Financial Due Diligence to join our team in any of the following office locations: Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. We will also consider remote candidates based in New York, New Jersey, Massachusetts, Connecticut, and the Greater Philadelphia market. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities

• Leading complex buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements, providing strategic insights that drive investment and transaction decisions
• Directing multiple concurrent engagements and engagement teams, ensuring exceptional client service, technical excellence, and timely delivery across all phases of the transaction lifecycle
• Advising private equity sponsors, strategic buyers, business owners, and executive leadership teams on key financial, operational, and transaction-related considerations
• Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and value drivers that impact transaction outcomes
• Developing and reviewing comprehensive reports, presentations, and analyses that communicate findings, proposed adjustments, and strategic recommendations to clients and stakeholders
• Monitoring industry trends, market activity, accounting developments, and emerging transaction considerations to enhance client value and thought leadership
• Evaluating revenue quality, earnings sustainability, working capital trends, cash flow performance, and balance sheet accounts to assess the financial health of target businesses
• Contributing to practice growth initiatives by supporting business development activities, participating in networking and industry events, creating thought leadership content, and expanding professional relationships
• Driving client relationships by serving as a trusted advisor and primary point of contact throughout the engagement and transaction process
• Traveling to client sites, firm offices, and industry events as needed while maintaining flexibility to meet engagement and client service requirements

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• Minimum of 4+ years of Transaction Advisory experience, and 7+ total years of relevant experience
• CPA license required
• Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite and relevant software
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Why Grassi?

Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:

Flexibility

Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO.

Company Culture

Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients.

Benefits Package

Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program.

ESOP Owned

The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Unlike many other ESOPs, Grassi’s is privately funded, with no outside investors or private equity firms involved in the plan.

CPA Incentive

Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam.

Learning and Development

We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees.

Wellness Resources

Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep.

Compensation

Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development.

Salary Ranges

New York ranges are from $150,000 – $225,000

New Jersey ranges are from $150,000 – $225,000

Massachusetts ranges are from $150,000 – $225,000

Connecticut ranges are from $150,000 – $225,000