Transaction Services Manager

UHY Advisors National Specialty Services; New York (NY); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Health, dental & vision insurance

401(k) retirement plans

Generous PTO

Job summary

UHY Advisors National Specialty Services seeks a Transaction Services Manager to lead financial due diligence and M&A advisory engagements. The role requires experience analyzing financial statements, assessing deal risks, and advising on mergers, acquisitions, and divestitures for private equity, corporate clients, and investment banks.

Responsibilities include managing buy-side and sell-side engagements, developing financial models, and mentoring junior staff.

Qualifications

• Bachelor's degree in Accounting and/or Finance with strong academic performance.
• 4 - 6+ years of audit / corporate finance / transaction advisory service experience.
• CPA designation preferred.

Responsibilities

• Manage buy-side and sell-side financial due diligence engagements for M&A transactions.
• Assess QoE, working capital adjustments, and cash flow trends to evaluate deal risks.
• Analyze financial statements, revenue models, and business operations to identify potential red flags.
• Lead the preparation of financial reports, executive summaries, and key transaction insights.
• Develop and review financial models, valuation assessments, and sensitivity analyses.
• Serve as the primary client contact, ensuring exceptional communication and advisory support.
• Collaborate with investment bankers, private equity firms, and corporate executives to structure deals.
• Train, mentor, and supervise junior professionals, fostering a strong transaction advisory team.
• Support post-transaction integration by analyzing financial structures and deal synergies.

Skills

Financial due diligence

QoE assessment

Financial modeling

M&A advisory

Client advisory

Leadership/mentorship

Education

Bachelor's degree in Accounting/Finance

Job description

JOB SUMMARY

We are seeking a Transaction Services Manager to lead financial due diligence (FDD) and M&A advisory engagements. This role is ideal for experienced professionals who thrive in fast-paced deal environments and are skilled in analyzing financial statements, assessing transaction risks, and advising clients through mergers, acquisitions, and divestitures. You will play a key role in driving successful transactions for private equity firms, corporate clients, and investment banks.

JOB DESCRIPTION

• Manage buy-side and sell-side financial due diligence engagements for M&A transactions
• Assess quality of earnings (QoE), working capital adjustments, and cash flow trends to evaluate deal risks
• Analyze financial statements, revenue models, and business operations to identify potential red flags
• Lead the preparation of financial reports, executive summaries, and key transaction insights
• Develop and review financial models, valuation assessments, and sensitivity analyses
• Serve as the primary client contact, ensuring exceptional communication and advisory support
• Collaborate with investment bankers, private equity firms, and corporate executives to structure deals
• Train, mentor, and supervise junior professionals, fostering a strong transaction advisory team
• Support post-transaction integration by analyzing financial structures and deal synergies

Supervisory responsibilities

Yes, will supervise staff members

Will participate in performance review process

Work environment

Work is conducted in a professional office environment with minimal distractions

Physical demands

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time. Must be able to lift up to 15 pounds at a time

Travel required

Travel may be frequent and unpredictable, depending on client's needs

Required education and experience

• Bachelor's degree in Accounting and/or Finance with strong academic performance
• 4 - 6+ years of audit / corporate finance / transaction advisory service experience

Preferred education and experience

• Certified Public Accountant ("CPA") designation

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 of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $130,000 to $180,000.

WHO WE ARE

UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

• Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.