Transaction Advisory Services Manager

Atlantic Group; Philadelphia (Philadelphia County); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Atlantic Group in Philadelphia, PA, seeks a Transaction Advisory Services Manager to lead financial due diligence engagements and QoE analyses for M&A transactions. The role reports to senior leadership and drives clear financial insights.

The ideal candidate has 5+ years in public accounting or transaction advisory, CPA preferred, with strong Excel, modeling, and reporting skills. Hybrid schedule in Philadelphia, PA, offering opportunities to lead and develop client relationships.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• CPA designation strongly preferred.
• 5+ years of experience in public accounting or transaction advisory services, including M&A.
• Strong understanding of U.S. GAAP and financial reporting.

Responsibilities

• Lead buy-side and sell-side financial due diligence engagements for mergers, acquisitions, and other transactions.
• Conduct QoE analyses and evaluate historical financial performance and earnings sustainability.
• Analyze working capital, cash flow, financial statements, and key metrics to identify transaction risks and opportunities.
• Manage client relationships, communicate findings, and present due diligence results to stakeholders.
• Oversee multiple transaction advisory engagements, manage timelines, and ensure timely client reports.
• Supervise and mentor team members while supporting engagement execution and business development.

Skills

Leadership

Analytical thinking

Communication

Project management

Advanced Excel

Financial modeling

Financial statement analysis

Education

Bachelor's degree in Accounting or Finance

CPA certification

Job description

Job Overview – Transaction Advisory Services Manager

Compensation: $120,000–$160,000/year

Location: Philadelphia, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Transaction Advisory Services Manager in Philadelphia, PA for our client. This role will lead financial due diligence engagements, conduct quality of earnings (QoE) analyses, and support mergers and acquisitions (M&A) transactions. The Transaction Advisory Services Manager will oversee transaction-related financial analysis, manage client relationships, and collaborate with senior leadership to deliver financial insights that support investment decisions.

Responsibilities as the Transaction Advisory Services Manager:

• Financial Due Diligence: Lead buy-side and sell-side financial due diligence engagements for mergers, acquisitions, and other transactions.
• Quality of Earnings: Conduct quality of earnings (QoE) analyses and evaluate historical financial performance and earnings sustainability.
• Financial Analysis: Analyze working capital, cash flow, financial statements, and key financial metrics to identify transaction risks and opportunities.
• Client Management: Manage client relationships, communicate financial findings, and present due diligence results to stakeholders.
• Engagement Management: Oversee multiple transaction advisory engagements, manage project timelines, and ensure timely delivery of client reports.
• Team Leadership: Supervise and mentor team members while supporting engagement execution and business development initiatives.

Qualifications for the Transaction Advisory Services Manager:

• Education: Bachelor's degree in Accounting, Finance, or a related field is required.
• Certification: Certified Public Accountant (CPA) designation is strongly preferred.
• Experience: 5+ years of experience in public accounting, transaction advisory services, or financial due diligence, including experience with M&A transactions, is required.
• Industry Knowledge: Strong understanding of financial due diligence, quality of earnings (QoE), working capital analysis, U.S. GAAP, and financial reporting is required.
• Technical Skills: Advanced proficiency in Microsoft Excel, financial modeling, and financial statement analysis is required.
• Skills & Attributes: Strong leadership, analytical, communication, and project management skills with the ability to manage multiple engagements and build client relationships are required.