Transaction Advisory Services Manager

Jobtailor; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor in New York seeks a seasoned transaction advisory professional to lead buy-side and sell-side engagements, performing detailed financial due diligence and complex analyses for middle market clients and PE investors.

The role requires CPA certification, 5 years in public accounting, and 3 years of supervisory experience, with strong client communication and travel willingness to meet client needs.

Qualifications

• Bachelor's degree in accounting or related field.
• 5 years of experience in public accounting or related field.
• 3 years supervisory experience.
• Active CPA or equivalent certification.
• Ability to manage all aspects of client engagements.
• Strong verbal and written communication at all levels.

Responsibilities

• Lead buy-side and sell-side transaction advisory engagements and perform financial due diligence.
• Write detailed reports and perform complex analyses including cash flows, quality of assets and earnings, working capital, liabilities and risks, and impact on purchase price.

Skills

Financial analysis

Due diligence

Client communication

Team leadership

Engagement management

Education

Bachelor's degree

CPA certification

Job description

• Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity investors.
• Write detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization.
• Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives.
• Responsible for engagement management, including preparing and presenting diligence findings and concepts.
• Contribute significantly to the development and training of junior staff members.
• Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.
• Possess the ability to prepare and review project databooks and analysis prepared by engagement team members.
• Display the ability to manage and prioritize team responsibilities and proactively consult with Directors and Managing Directors.

Requirements

• Bachelor's degree
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology