Transaction Services Manager

Uhy Llp

New York, Northern (NY, KY)

Hybrid

USD 130,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Positive work env

Competitive compensation

Comprehensive benefits

Job summary

UHY in New York seeks a Transaction Services Manager to lead financial due diligence and M&A advisory engagements. You will analyze financial statements, assess deal risks, and guide clients through mergers, acquisitions, and divestitures for private equity firms, corporates, and banks.

You will supervise staff, develop financial models, and prepare executive summaries to support deal decisions. Requires 4–6+ years in related fields and a Bachelor's in Accounting/Finance; CPA preferred.

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 red flags.
Lead 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 and provide advisory support.
Collaborate with investment bankers, private equity firms, and corporate executives to structure deals.
Train, mentor, and supervise junior professionals.
Support post-transaction integration by analyzing financial structures and deal synergies.

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.