Transaction Advisory Services Manager

Plante & Moran, PLLC; Southfield (MI); On-site; USD 123,000 - 185,000; Full time

Benefits offered by this job

Health, dental, vision, disability, &

Life insurance

401(k) plan

Flexible benefits plans

Business travel reimbursement

Pension plan for staff

Discretionary bonus plan

Job summary

Plante Moran in the United States seeks a Transaction Advisory Services professional to provide transaction oriented accounting and reporting support for mergers, acquisitions, divestitures, and management buyouts, and to develop financial forecasts.

Candidates should hold a Bachelor's in Accounting or Finance; CPA is preferred, with 4–6 years in TAS, audit, consulting, or investment banking, and travel around 20% is expected.

Qualifications

• Bachelor's Degree in Accounting or Finance.
• Preferred CPA certification.
• 4–6 years in Transaction Advisory, Audit, Consulting or Investment Banking.
• Willingness to travel ~20%.

Responsibilities

• Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts.
• Prepare detailed financial analysis to assist clients evaluating acquisition decisions.
• Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis.
• Develop and review financial forecasts.
• Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired.
• Analyze financial statements to determine sustainability of performance.
• Assist in preparing proposals and engagement letters.
• Organize varying projects against deadlines and manage time effectively.

Skills

Financial analysis

Forecasting

Client interaction

Time management

Education

Bachelor's Degree in Accounting or Finance

CPA certification (preferred)

Job description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Our management consulting team focuses on our clients’ critical business needs. From transaction services to operations and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks.

At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities. Plante Moran’s Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition.

Responsibilities

• Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts
• Prepare detailed financial analysis to assist clients evaluating acquisition decisions
• Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis
• Develop and review financial forecasts
• Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired
• Analyze financial statements to determine sustainability of performance
• Assist in preparing proposals and engagement letters
• Organize varying projects against deadlines and manage time effectively

Qualifications

• Bachelor’s Degree in Accounting or Finance
• Preferred Certifications: CPA
• 4-6 years of experience in a Transaction Advisory services practice, an Audit or Consulting practice, or Investment Banking
• Consistent travel with approximately 20% overnight
• This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week

Benefits

• Health, dental, vision, disability, and life insurance
• Flexible Time Off and various pre-determined holidays
• 401(k) plan
• Flexible benefits plans
• Business-related travel expense, lodging, and meal reimbursement for business-related use
• Pension plan for eligible administrative and paraprofessional staff
• Discretionary bonus plan for eligible staff
• Option to elect health insurance for some contingent staff positions in addition to limited paid sick time

Compensation

The compensation range for this role in CO, IL, OH, and MA is: $123,000.00-$185,000.00 #LI-HD1

This application window is a good‑faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for?

Workplace Flexibility

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Equal Opportunity Employer

Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Diversity and Inclusion

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.

Eligibility

Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.

Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

Job Application Fairness Act

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

Final Note

Our founders often referred to our firm as "a people firm disguised as an accounting firm." Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.