Transaction Advisory Services Manager

Weaver; Houston (TX); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Flexible scheduled time off

Job summary

Weaver is seeking a Transaction Advisory Services Manager in Houston, Texas. In this role, you will lead the execution of financial due diligence and assist in structuring transactions. Candidates must have a Bachelor's degree in Accounting, hold a CPA, and possess at least 5 years of relevant experience. Weaver offers competitive benefits, flexible scheduling, and a supportive environment for professional growth. Embrace the opportunity to thrive in a diverse team committed to excellence.

Qualifications

• 5+ years of experience in transaction advisory services or financial due diligence.
• Demonstrate advanced understanding of GAAP.
• Ability to manage, mentor and develop staff.

Responsibilities

• Assist in the strategic development and execution of transaction structures.
• Conduct financial due diligence and identify issues for transaction improvements.
• Prepare client-ready deliverables and manage engagement quality.

Skills

Transaction advisory services

Financial due diligence

Mergers and acquisitions

Technical accounting literature

Relationship management

Education

Bachelor’s degree in Accounting

CPA

Job description

Overview

The Weaver Experience

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 are our 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 at weaver.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.

Qualifications

• 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

Preferred Qualifications

• 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

At Weaver, our most valuable resource is our people. Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. We support our employees by offering flexible scheduled time off, a minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days. Learn more here - Weaver benefits.

We also offer in-house CPE and learning opportunities through our internal Learning & Development department, including technical improvement, practice development, management/leadership training, and whole-life growth. We balance 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. An internal Leadership Coaching Program trains leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire growth and development of our leaders by:

• Leading into the experience of exploring new ideas for each individual’s growth as a leader
• Engaging the coaching mindset at work with new ways of thinking about challenges and opportunities
• Adapting to the transformation that takes place as a result of participating in the program
• Developing yourself and others with coaching competencies to create a firm-wide culture of coaching

Commitment to Our People

People are our formula! 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.

What’s next?

Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!

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