Transaction Advisory Services - Manager

Bennett Thrasher; Atlanta (GA); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Generous vacation time

Exceptional opportunities for growth

Flexibility in dress code and work model

BT Foundation involvement

Job summary

A leading accounting firm is seeking a mid-senior level Transaction Advisory Services Manager in Atlanta. You'll lead transaction advisory engagements, developing financial analyses while ensuring client satisfaction. Candidates should possess an undergraduate degree, accounting principles knowledge, and strong communication skills. This full-time position offers a hybrid work schedule and opportunities for professional development.

Qualifications

• CPA preferred but not required.
• Prior transaction advisory experience preferred.
• Willingness to travel for engagements, if needed.
• Proficient in Excel modeling.
• Excellent written and verbal communication skills.

Responsibilities

• Facilitate and lead buy-side, sell-side, and related transaction advisory engagements.
• Develop financial data books, including ledger-level build-up.
• Manage and prepare data requests and track key issues identified.
• Prepares data requests and tracks key issues identified during the deal process.
• Drafts financial due diligence and related reports for clients.
• Effectively manages staff, as needed.

Skills

Advanced knowledge of generally accepted accounting principles

Proficient in financial reporting and analytics

Proficient in Excel modeling

Excellent written and verbal communication skills

Strong commitment to professional and client service excellence

Proven time management, organizational, and prioritization skills

Education

Undergraduate degree

CPA preferred but not required

Job description

Join to apply for the Transaction Advisory Services - Manager role at Bennett Thrasher.

At Bennett Thrasher, we offer the expertise and opportunities of a large accounting firm while providing a commitment to culture and a family‑like work atmosphere. By joining our firm, you’ll have immediate opportunities to collaborate on meaningful work with clients in a variety of industries and work alongside other associates across practices. You’ll dive into challenging projects and participate in firm activities that reflect your individual passions, from our Business Resource Groups to the BT Foundation.

We work hard to help our clients solve challenges, but we also believe in taking time for what matters. We offer a competitive benefits program that includes generous vacation time, exceptional opportunities for growth, and flexibility in both dress code and work model.

The Transaction Advisory team at Bennett Thrasher is seeking a Manager to join a dynamic, growing firm. The individual will facilitate and lead buy‑side, sell‑side, and related transaction advisory engagements.

Responsibilities

• Works effectively in teams to provide quality service to clients
• Gains a comprehensive understanding of client operations, processes and business objectives, and utilizes that knowledge throughout engagements
• Communicates appropriately (both verbally and electronically) to clients and firm associates
• Understands fundamental accounting concepts and applies them in financial due diligence work
• Works across multiple projects under tight time frames while maintaining precision with the work product
• Develops financial data books, including ledger‑level build‑up, trending of the income statement and balance sheet, and related sub‑schedules
• Prepares quality of earnings, cash proof, working capital, net debt, and other ad‑hoc financial analyses
• Manages and prepares data requests and tracks key issues identified during the deal process
• Coordinates and facilitates conference calls and management meetings with client and target companies
• Maintains copious note‑taking and project organization and management skills
• Drafts financial due diligence and related reports for clients
• Effectively manages staff, as needed
• Contributes and supports new ideas on internal processes and client engagements
• Works with engagement team members and management to identify and resolve client issues discovered during engagements
• Communicates timely and effectively with management and the engagement team regarding performance and obstacles
• Gives and receives feedback to minimize repeated errors and apply new concepts
• Takes ownership of assignments to ensure timely completion and professional development
• Comfortable interacting and leading discussions with peers, managers, and clients
• Demonstrates integrity, objectivity, and a high standard of ethics
• Participates in industry and community networking events to expand professional connections

Qualifications

• Undergraduate degree required
• CPA preferred but not required
• Prior transaction advisory experience preferred
• Advanced knowledge of generally accepted accounting principles and financial statements required
• Proficient in financial reporting and analytics
• Proficient in Excel modeling
• Excellent written and verbal communication skills
• Strong commitment to professional and client service excellence
• Proven time management, organizational, and prioritization skills
• Willingness to travel for engagements, if needed

Bennett Thrasher is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, pregnancy, sexual orientation, gender identity and/or expression, age, disability, genetic information, citizenship status, military service obligations or any other category protected by applicable federal, state, or local law.

Locations: Atlanta, Denver, and Dallas with a hybrid work schedule. Charlotte, Tampa, and Miami roles will be fully remote.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales; Industries: Accounting