Transaction Advisory Services Manager

KLR; Providence (RI); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k) plan with employer contribution

Tuition assistance

CPA exam support

Education and leadership programs

Job summary

KLR is seeking a Transaction Advisory Services Manager in Providence, RI or Boston, MA, on a hybrid basis. You will lead buy-side and sell-side due diligence, analyze financial data, and communicate findings to senior management and clients.

Ideal candidates have 5+ years in accounting/finance, CPA or CFA, and experience with PE portfolio companies. This role offers growth opportunities and cross-functional collaboration across advisory teams.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 5+ years in accounting or finance; audit background preferred but not required.
• CPA or CFA designation required.
• Experience with private equity firms and/or portfolio companies preferred.
• Strong understanding of cash, modified cash, and GAAP accounting.
• Excellent analytical, problem-solving, and documentation skills.
• Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Experience with Macabacus and QuickBooks preferred.
• Solid business acumen and strong communication and interpersonal skills.

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.
• Identify pre- and post-acquisition considerations, including operational and financial integration risks.
• Drive deal insights, including purchase price adjustments, deal structuring considerations, and transaction risks.
• Evaluate business models, revenue streams, and cost structures to assess transaction viability.
• Prepare and review comprehensive due diligence reports, including Quality of Earnings, working capital, and other analyses.
• Manage, mentor, and develop junior team members with coaching and feedback.
• Collaborate cross-functionally with valuation, tax, IT, and other advisory teams.
• Serve as a primary contact for clients and external stakeholders.

Skills

Analytical thinking

Problem-solving

Documentation skills

Communication skills

Interpersonal skills

Project management

MS Office

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

Macabacus

QuickBooks

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Transaction Advisory Services Manager

Active - Regular full-time Management Boston, MA, Boston, MA, US

4 days ago Requisition ID: 1411

Salary Range: $120,000.00 To $140,000.00 Annually

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
• Contribute to the development of training programs, enhancement of due diligence methodologies, and adherence to firm quality and compliance standards

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed.

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

This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons.

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.

$120,000.00 - $140,000.00

Benefits:

KLR offers a comprehensive and competitive benefits package designed to support both your professional growth and personal well-being, including medical and dental insurance, generous paid time off, and a competitive 401(k) retirement savings plan with employer contribution. We invest in our people through tuition assistance, CPA exam support, robust in-house education and leadership development programs, and meaningful opportunities for community involvement. Learn more about our benefits here: https://kahnlitwin.com/careers/why-klr

Come join a firm who has recently been recognized for 19 years as a "Best Place to Work" by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today!

KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.