Transaction Advisory Services Manager

Weaver; Dallas, Northern (TX, KY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Disability

Life Insurance

401(k) plan

Flexible scheduled time off

Sick leave 56 hours

Job summary

Weaver is seeking a Transaction Advisory Services Manager to join our growing firm. The role focuses on strategic development of transaction structures and performing financial due diligence for deals ranging from small to large.

You will lead engagement teams, review datarooms, and prepare client-ready deliverables with a focus on earnings and cash flow improvements. Required qualifications include a CPA, a Bachelor's degree in Accounting, and 5+ years in transaction advisory or M&A.

Qualifications

• Bachelor’s degree in Accounting is required.
• CPA is required.
• 5+ years in transaction advisory/financial due diligence or M&A transactions.
• Advanced understanding of GAAP accounting literature.
• Experience with PE due diligence and pro forma financial information.

Responsibilities

• Develop and execute transaction structures and financial due diligence.
• Identify issues affecting purchase price, deal structure or termination.
• Review databooks and reports; prepare client-ready deliverables.
• Lead and develop staff; ensure engagement quality and timelines.

Skills

CPA

GAAP knowledge

Analytical thinking

Due diligence experience

Communication / leadership

Education

Bachelor’s degree in Accounting

CPA

Job description

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment areour core values .Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture atweaver.com .

Position Profile

Weaver is looking for a Transaction Advisory Services Manager to join our growing firm. Weaver’s Transaction Advisory Services team is a high-performing team widely recognized for delivering exceptional attention to detail and a personal level of service. Our size enables us to be more nimble and responsive while servicing clients with transaction sizes ranging from $1 million to over $500 million.

A Transaction Advisory Services Manager at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence. The Manager works to understand profit drivers and trends, assists with purchase agreements and post-closing transaction matters. A Manager is responsible for identifying issues for purchase price reductions, deal structuring or deal termination, and post-acquisition action steps to achieve anticipated earnings/cash flow improvements. The Manager is responsible for the overall engagement quality and timeline. They will assist in the review of databook and reports prepared by Associates and Senior Associates. The Manager will prepare client ready deliverables. A Weaver Manager is an excellent communicator and team leader, and is able to manage and develop staff.

To be successful in this role, the following qualifications are required:

• Bachelor’s degree in Accounting
• CPA required
• 5 + years of experience in transaction advisory services/financial due diligence, or mergers and acquisitions transactions
• Demonstrate an advanced understanding of technical accounting literature with GAAP
• Possess experience with due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers, analyzing financial/operational results of targets through reviewing accounting records and conducting interviews with management, and preparing pro forma financial information
• Demonstrates independent thinking and strong decision‑making skills

Additionally, the following qualifications are preferred:

• Master’s degree in Accounting or related field
• Proven ability to manage, mentor and develop staff
• Strong relationship management and practice development skills
• Ability to attract and service new clients and expand services to existing clients

Weaver Benefits:

• Medical
• Dental
• Vision
• Disability
• Life Insurance
• 401(k) plan
• Flexible scheduled time off (STO)
• Minimum of 56 hours of sick and safe leave
• 11 holidays
• 2 scheduled recharge days
• In-house CPE and learning opportunities
• Technical improvement
• Practice development
• Management/Leadership training
• Whole-life growth

We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/Leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire thegrowth and development of our leaders by:

• L eaning into the experience of exploring new ideas for each individual's growth as a leader.
• E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities.
• A dapting to the transformation that takes place as a result of participating in the program.
• D eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching.

People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.