Transaction Advisory Services Manager

Oliver James; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Oliver James in Los Angeles is seeking a Transaction Advisory Services Manager to join its Financial Due Diligence practice. You will lead and support both buy-side and sell-side financial due diligence engagements, providing insights to inform investment decisions and deal execution.

Key responsibilities include analyzing historical financial performance, assessing earnings quality, preparing due diligence reports, and coordinating timelines.

Qualifications

• Five+ years of experience in public accounting, audit, or transaction advisory.
• Direct financial due diligence or transaction-related experience is highly desirable.
• Strong understanding of US GAAP.
• Advanced Excel and PowerPoint skills.
• CPA or equivalent professional qualification preferred.

Responsibilities

• Lead and support buy-side and sell-side financial due diligence engagements.
• Analyze historical financial performance and earnings quality.
• Prepare detailed financial analyses and due diligence reports.
• Coordinate engagement timelines and deliverables, manage client expectations.
• Work with clients across technology, healthcare, manufacturing, and distribution.

Skills

Project management

Communication

Client-facing skills

Education

CPA certification

Tools

Excel

PowerPoint

Job description

The client is seeking a Transaction Advisory Services Manager to join its Financial Due Diligence practice. This role is based in Los Angeles and focuses on supporting private equity investors, strategic acquirers, and business owners throughout the transaction lifecycle. The position offers the opportunity to lead and support both buy-side and sell-side financial due diligence engagements, providing financial insights that inform investment decisions and deal execution.

Key responsibilities include analyzing historical financial performance, assessing earnings quality and profitability, evaluating financial information to identify transaction risks, and preparing detailed financial analyses and due diligence reports. The manager will coordinate engagement timelines and deliverables, manage client expectations, and work with clients across a range of industries such as technology, healthcare, manufacturing, and distribution. The role requires strong project management, communication, and client-facing skills, as well as proficiency in financial reporting and analysis.

Candidates should have at least five years of experience in public accounting, audit, or transaction advisory, with direct financial due diligence or transaction-related experience being highly desirable. A strong understanding of US GAAP, advanced Excel and PowerPoint skills, and a relevant professional qualification such as a CPA are preferred. The position may require travel and additional hours to meet transaction deadlines, and offers opportunities for professional growth and increased involvement in client relationships within an established advisory practice.