Transaction Advisory Services: Financial Due Diligence - ManagerWe are seeking a Manager to lead buy-side and sell-side financial due diligence engagements. Managers oversee day-to-day engagement execution, manage client relationships, mentor Consultants, and work closely with Senior Managers and Directors to deliver actionable transaction insights throughout the deal lifecycle.
What you might expect:- Lead buy-side and sell-side financial due diligence engagements for private equity firms, corporate acquirers, and strategic investors.
- Analyze target company financial information to assess quality of earnings, quality of assets, working capital, indebtedness, cash flow, and other key transaction metrics.
- Identify historical and projected operating trends, accounting issues, financial risks, and value creation opportunities that may impact transaction structure and valuation.
- Review financial analyses, due diligence workpapers, client-ready reports, and executive presentations.
- Coordinate engagement activities across client management, CFGI engagement teams, and third-party advisors throughout the transaction process.
- Manage multiple concurrent engagements while maintaining quality, budgets, and transaction timelines.
- Mentor Consultants through technical review, coaching, and professional development.
- Participate in proposal development, recruiting, client relationship management, and business development initiatives.
What you must have:- 5+ years of experience in transaction advisory, financial due diligence, audit, assurance, and/or accounting advisory.
- Experience leading financial due diligence, audit engagements, or other transaction-related advisory services.
What sets you apart:- Experience leading buy-side and sell-side financial due diligence engagements, including quality of earnings, working capital, debt and debt-like items, cash flow, and other transaction analyses.
- Experience applying U.S. GAAP through audit engagements, financial reporting, or transaction advisory projects.
- Experience reviewing client-ready financial analyses, diligence reports, and executive presentations.
- Advanced Microsoft Excel skills, including financial modeling, PivotTables, Power Query, Power Pivot, VLOOKUP/XLOOKUP, and complex data analysis.
- Experience with a Big 4, national accounting firm, or specialized transaction advisory practice serving private equity and strategic clients.
- Experience managing engagement teams, client relationships, multiple workstreams, and transaction timelines in a fast-paced consulting environment.
Nice to have:- CPA license or active progress toward CPA certification.
- Bachelor's degree in Accounting, Finance, or a related field.
- Experience serving private equity firms, strategic buyers, or middle-market companies.
- Exposure to mergers and acquisitions, carve-outs, integration planning, or transaction execution processes.
Who thrives here:- Excellent interpersonal, written, and verbal communication skills with the ability to build strong client relationships.
- Strong analytical and critical thinking abilities.
- Highly organized with the ability to manage multiple engagements and competing priorities.
- Entrepreneurial, self-motivated, adaptable, ethical, and dependable.
- High energy with a commitment to exceptional client service while mentoring and developing junior team members.
