Transaction Advisory Services Manager

KLR; Massachusetts; Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Unlimited Paid Time Off

18 Paid Holidays

Employer-Matched 401(k)

Tuition Assistance + CPA Exam/Prep

Mentorship & Leadership Development

Robust Referral Bonuses

Job summary

KLR is a leading New England CPA and advisory firm seeking a Transaction Advisory Services Manager in a hybrid Boston MA or Providence RI role. Lead due diligence engagements, analyze financials, and drive deal insights while mentoring juniors and coordinating with cross-functional teams.

The role requires a CPA or CFA, 5+ years in accounting/finance, and strong communication skills to interact with clients and deal teams. Hybrid work model offered with regional offices.

Qualifications

• 5+ years of relevant experience in accounting or finance; audit background preferred but not required.
• CPA or CFA designation required.
• Experience working with private equity firms and/or portfolio companies preferred but not required.
• Strong understanding of cash, modified cash, and accrual (GAAP) accounting, including cash-to-accrual conversions.
• Excellent analytical, problem-solving, and documentation skills.
• Proficiency in Excel, Word, and PowerPoint.

Responsibilities

• Lead and manage buy-side and sell-side financial due diligence engagements from planning through delivery.
• Analyze target company financials and operating data to identify key trends, risks, and value drivers, including: Historical and projected financial, operational, and commercial performance; quality of earnings adjustments and EBITDA normalization; working capital trends and debt-like items; potential liabilities and transaction-related risks impacting valuation.
• Identify pre- and post-acquisition considerations, including operational and financial integration risks.
• Drive key deal insights, including purchase price adjustments, deal structuring considerations, and transaction risks.
• Evaluate business models, revenue streams, and cost structures to assess overall transaction viability.
• Prepare and review comprehensive due diligence reports, including Quality of Earnings, working capital, and other transaction analyses.
• Manage, mentor, and develop junior team members, providing ongoing coaching, training, and performance feedback.
• Collaborate cross-functionally with valuation, tax, IT, and other advisory teams to deliver integrated client solutions.
• Serve as a primary point of contact for clients and external stakeholders, including target management, investment bankers, and legal advisors.
• Communicate findings clearly and effectively to senior leadership, clients, and deal teams.

Skills

Analytical abilities

Problem-solving

Documentation

Communication

Project management

Education

Bachelor’s degree in Accounting or Finance

CPA or CFA designation

Tools

Macabacus

QuickBooks

Microsoft Office

Job description

KLR is one of the largest full-service CPA and business advisory firms in New England and is ranked amongst the Top 100 firms in the United States. From our offices in Andover, Boston, Lausanne, Newport, and Providence, the 350+ person firm provides assurance, tax, and business advisory services to private and publicly-held companies throughout the United States and abroad. Recognized as a Best Place to Work for 20 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.

Due to growth we are seeking a Transaction Advisory Services Manager to join our firm based in our Providence, RI or Boston, MA office on a hybrid basis.

Responsibilities:

• Lead and manage buy-side and sell-side financial due diligence engagements from planning through delivery
• Analyze target company financials and operating data to identify key trends, risks, and value drivers, including: Historical and projected financial, operational, and commercial performance // Quality of earnings adjustments and EBITDA normalization // Working capital trends and debt-like items // Potential liabilities and transaction-related risks impacting valuation
• Identify pre- and post-acquisition considerations, including operational and financial integration risks
• Drive key deal insights, including purchase price adjustments, deal structuring considerations, and transaction risks
• Evaluate business models, revenue streams, and cost structures to assess overall transaction viability
• Prepare and review comprehensive due diligence reports, including Quality of Earnings, working capital, and other transaction analyses
• Manage, mentor, and develop junior team members, providing ongoing coaching, training, and performance feedback
• Collaborate cross-functionally with valuation, tax, IT, and other advisory teams to deliver integrated client solutions
• Serve as a primary point of contact for clients and external stakeholders, including target management, investment bankers, and legal advisors
• Communicate findings clearly and effectively to senior leadership, clients, and deal teams

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field
• 5+ years of relevant experience in accounting or finance; audit background preferred but not required
• CPA or CFA designation required
• Experience working with private equity firms and/or portfolio companies preferred but not required
• Strong understanding of cash, modified cash, and accrual (GAAP) accounting, including cash-to-accrual conversions
• Excellent analytical, problem-solving, and documentation skills
• Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint)
• Experience with Macabacus and QuickBooks preferred
• Solid general business acumen, strong communication and interpersonal skills, with the ability to effectively engage clients and internal teams
• Proven ability to manage multiple projects and meet tight transaction deadlines

At KLR, your career, and your life outside of work, matter. Our benefits package includes:

• Unlimited Paid Time Off so you can actually recharge
• 18 Paid Holidays, giving you built-in rest throughout the year
• Employer-Matched 401(k) to invest in your future
• Tuition Assistance + CPA Exam/Prep Support to accelerate your growth
• Mentorship & Leadership Development Programs designed to elevate your career
• Robust Referral Bonuses for helping us grow our team and client base

Pay Range:

The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location.