Transaction Advisory Services Manager

Plante Moran; Chicago (IL); On-site; USD 123,000 - 185,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible Time Off

Pension plan

Discretionary bonus

Job summary

Plante Moran is seeking a TAS Manager to lead buy-side and sell-side due diligence engagements, including quality of earnings analysis and working capital assessments. You will supervise projects, build financial models, and present findings to clients.

Join a top-tier advisory team known for growth, client service, and a culture focused on opportunity and inclusion. Travel about 20% is expected across engagements.

Qualifications

• Bachelor’s Degree in Accounting or Finance
• Preferred Certifications: CPA
• 4-6 years of experience in a Transaction Advisory services practice, an Audit or Consulting practice, or Investment Banking
• Consistent travel with approximately 20% overnight

Responsibilities

• Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts
• Prepare detailed financial analysis to assist clients evaluating acquisition decisions
• Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis
• Develop and review financial forecasts
• Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired
• Analyze financial statements to determine sustainability of performance
• Assist in preparing proposals and engagement letters
• Organize varying projects against deadlines and mange time effectively

Education

Bachelor’s Degree in Accounting or Finance

CPA

Job description

Count on us. Our \"we-care\" culture is more than just a motto; it’s a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Our management consulting team focuses on our clients’ critical business needs. From transaction services to operations and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.

Plante Moran’s Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager, you will focus on buy-side and sell-side due diligence engagements, including quality of earnings analysis, working capital assessments, and review of accounting policies to evaluate performance sustainability and identify risks. Responsibilities include researching industry and target data, building financial models, analyzing financial statements under GAAP, calculating adjustments, preparing reports, presenting findings, participating in client meetings, supervision, and assisting with project scoping.

Your role.

Your work will include, but not be limited to:

• Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts
• Prepare detailed financial analysis to assist clients evaluating acquisition decisions
• Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis
• Develop and review financial forecasts
• Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired
• Analyze financial statements to determine sustainability of performance
• Assist in preparing proposals and engagement letters
• Organize varying projects against deadlines and mange time effectively

The qualifications.

• Bachelor’s Degree in Accounting or Finance
• Preferred Certifications: CPA
• 4-6 years of experience in a Transaction Advisory services practice, an Audit or Consulting practice, or Investment Banking
• Consistent travel with approximately 20% overnight

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for?

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

The specific statements above are not intended to be all-inclusive.

We are pleased to offer eligible staff a robust benefits package.

• Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week.
• Highlights include health, dental, vision, disability, and life insurance.
• In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use.
• A pension plan is also available for eligible administrative and paraprofessional staff.
• A discretionary bonus plan is available for eligible staff.
• Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review theposition description for theapplicable geographic location. General…experience hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $123,000.00-$185,000.00

This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.