Transaction Advisory Services Manager

Insite Group; Rhode Island; Híbrido; USD 120 000 - 140 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Benefits package

Hybrid work schedule

Resumo da oferta

Insite Group in Providence, RI seeks a Transaction Advisory Services Manager to lead end-to-end financial due diligence for private equity and corporate leaders, on a flexible hybrid schedule.

The role requires 5+ years in accounting/finance, CPA or CFA, and strong GAAP knowledge with advanced Excel and PowerPoint skills. You will mentor juniors and collaborate across advisory teams to deliver end-to-end solutions.

Qualificações

• Bachelor's degree in accounting/finance or related field and relevant professional credentials.
• Active CPA or CFA designation required.
• 5+ years of accounting/finance experience, with audit background preferred.
• Experience with private equity firms and portfolio companies is strongly preferred.
• Deep understanding of GAAP, cash-to-accrual concepts and financial reporting.

Responsabilidades

• Drive end-to-end buy-side and sell-side financial due diligence from scope to delivery.
• Analyze target data to evaluate earnings quality, EBITDA normalizations, and risks.
• Identify integration risks and key purchase price adjustments.
• Prepare and review due diligence reports for clients and deal teams.
• Act as primary advisor to management, PE clients, and bankers.
• Coach and mentor junior team members to foster growth.
• Collaborate with valuation, tax, and IT advisory groups on transactions.
• Contribute to training programs and firm quality standards.
• Support method improvements and practice development.

Conhecimentos

Due diligence

QofE analysis

EBITDA normalization

Deal execution

Financial modeling

Team leadership

GAAP knowledge

Advanced Excel

Formação académica

Bachelor's degree in Accounting/Finance

CPA or CFA designation

Ferramentas

Macabacus

QuickBooks

Descrição da oferta de emprego

Job Title: Transaction Advisory Services Manager

Location: Providence, Rhode Island

Position Type: Full-Time

Salary: $120,000 - $140,000 + benefits package!

About Them:

Are you ready to bring your financial expertise to a Top 100 Accountancy Firm built on momentum, elite execution, and high-velocity deal flow? Due to rapid growth across their national practice, I am on the hunt for an ambitious, sharp, and highly analytical Transaction Advisory Services Manager to join their team in Providence, RI on a flexible hybrid schedule. If you thrive in a fast-paced environment where no two days are the same, love diving deep into complex financials, and want direct exposure to private equity firms, investment bankers, and corporate leadership-this is your platform to scale your career.

Key Responsibilities:

• Drive end-to-end buy-side and sell-side financial due diligence from initial scope through final delivery.
• Analyze target financial and operating data to evaluate quality of earnings (QofE), EBITDA normalizations, working capital trends, debt-like items, and transaction risks impacting deal valuation.
• Identify operational and financial integration risks, pre/post-acquisition considerations, and key purchase price adjustments.
• Prepare and review comprehensive due diligence reports and present clear, actionable findings to clients, senior leadership, and deal teams.
• Act as the primary advisor to target management, private equity clients, investment bankers, and legal teams.
• Coach, mentor, and manage junior team members, fostering high performance and rapid professional growth.
• Partner with valuation, tax, and IT advisory groups to deliver comprehensive, end-to-end transaction solutions.
• Contribute to methodological enhancements, training programs, and firm quality standards.

The Individual:

• Bachelor's degree in Accounting, Finance, or a related field.
• Active CPA or CFA designation required.
• 5+ years of accounting/finance experience (Audit background preferred).
• Experience working with private equity firms and portfolio companies is strongly preferred.
• Deep understanding of GAAP, cash, and modified cash accounting, including cash-to-accrual conversions.
• Advanced skills in Microsoft Excel, Word, and PowerPoint (familiarity with Macabacus and QuickBooks is a strong bonus).
• Proven capacity to balance multiple complex deal pipelines and hit aggressive transaction deadlines.
• Natural ability to translate raw data into clear, persuasive narratives for executives and dealmakers.