Transaction Advisory Supervisor

Frazier & Deeter; Charlotte (NC); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Frazier & Deeter in Charlotte, NC, is seeking a Transaction Advisory Supervisor to join our growing advisory practice. You will lead financial due diligence engagements across diverse industries and work directly with clients to deliver meaningful insights.

The role offers exposure to buy-side and sell-side processes, collaboration with a cross-functional team, and development opportunities in a fast-paced environment where no two engagements are alike.

Qualifications

• 3-5+ years of public accounting experience, including transaction advisory or financial due diligence.
• Bachelor's degree in Accounting, Finance, or related field.
• CPA license or active progress toward CPA certification preferred.
• Experience leading workstreams or supervising staff on due diligence engagements.

Responsibilities

• Lead day-to-day execution of financial due diligence engagements across multiple clients and industries.
• Review and consolidate QOE analyses and reports.
• Coordinate engagement timelines, deliverables, and client communications.
• Assist in data import, data room management, and team mentoring.

Skills

Public accounting

Transaction advisory

CPA licensure

Education

Bachelor's degree in Accounting/Finance

Job description

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary

At Frazier & Deeter, our Transaction Advisory Services team helps clients make informed decisions during some of the most important moments in their business lifecycle. As a Transaction Advisory Supervisor you'll work alongside a collaborative team of professionals, supporting buy-side and sell-side transactions through financial due diligence and meaningful business insights. This role offers the opportunity to work directly with clients, gain exposure to a variety of industries, and develop expertise in a fast-paced environment where no two engagements are alike.

Duties & Responsibilities

• Lead day-to-day execution of financial due diligence engagements across multiple clients and industries.
• Financial due diligence including drafting quality of earnings deliverables including:
  • Analyze historical income statements and balance sheets to calculate, support, and propose adjustments to EBITDA, uncovering non-recurring expenses, pro-forma items, and operational shifts.
  • Analyze monthly net working capital patterns, compute seasonality baselines and isolate normalization adjustments.
  • Revenue recognition analysis
  • Cash proof analysis
  • Calculate cash to accrual conversions and other adjustments to align with GAAP
• Review workpapers, analyses, and deliverables prepared by associates and seniors to ensure accuracy and quality.
• Coordinate and manage engagement timelines, deliverables, and client communications.
• Assist in the importation and formatting of large data sets
• Manage data request list and data room for due diligence engagements
• Attend networking events
• Assist leadership in evaluating complex accounting, financial reporting, and transaction-related matters.

Education & Experience

• 3-5+ years of public accounting experience, including 2+ years of dedicated transaction advisory or financial due diligence experience.
• Bachelor's degree in Accounting, Finance, or related field required, with demonstrated technical accounting and financial analysis experience.
• Prior experience leading workstreams or supervising staff on due diligence engagements.
• Demonstrated experience preparing and reviewing Quality of Earnings analyses and reports.
• Strong understanding of GAAP and financial statement analysis.
• Experience working directly with private equity firms, strategic buyers, lenders, and business owners preferred.
• Proven ability to manage multiple engagements and competing deadlines simultaneously.
• CPA license or active progress toward CPA certification strongly preferred.
• Experience coaching, mentoring, or developing junior professionals preferred.
• Demonstrated project management and client relationship management skills.

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