We are seeking a
Manager to join our growing M&A / Transaction Advisory Services practice within our Consulting Services group. The team advises clients on buy-side and sell-side transactions by providing financial, tax, and IT diligence services for domestic and international deals with enterprise values up to $750 million. Working closely with private equity firms, family offices, strategic acquirers, and business owners, the team supports more than 150 transactions each year.
This role offers significant exposure to a diverse range of industries, clients, and transaction types within a national practice that is a strategic priority for the firm. The ideal candidate is a collaborative and driven professional with a strong foundation in finance and accounting, experience leading transaction engagements, and a passion for developing teams while contributing to the continued growth of the practice.
Major Responsibilities- Serve as a Manager overseeing financial due diligence for M&A transactions, including Quality of Earnings (QofE) analyses
- Analyze financial information to assess earnings quality, working capital, key accounting policies, historical and projected performance, and transaction-related risks impacting valuation and deal structure
- Engage with executive leadership teams to discuss accounting policies, business performance, and forecasts
- Coordinate and integrate work across multiple service lines and cross-functional teams
- Communicate with a broad range of stakeholders, including clients, target management and ownership, investment bankers, attorneys, and other advisors
- Prepare clear, tailored diligence reports that highlight key findings, insights, and recommendations
- Manage, mentor, and develop team members while overseeing multiple engagements simultaneously
- Maintain responsibility for the quality, accuracy, and timeliness of client deliverables and engagement execution
- Support business development efforts and contribute to the continued growth of the practice
Preferred Experience / Background / Skills- Bachelor's degree in Finance, Accounting, or a related field (Master's degree preferred)
- At least 4 years of current or recent experience in public accounting, consulting, transaction advisory services, or industry, with M&A transaction experience preferred
- Relevant professional credentials such as CPA, CFA, or similar
- Strong technical foundation in finance and accounting
- Proficiency in Microsoft Office, with advanced skills in Excel and working knowledge of PowerPoint and Word
- Excellent written and verbal communication, interpersonal, and analytical skills
- Proven experience managing day-to-day client relationships and delivering high-quality client service
- Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
- Demonstrated leadership abilities with a commitment to developing teams and contributing to the long-term growth of the practice
- Collaborative, team-oriented mindset
- Commitment to professional ethics and integrity
Working Conditions- Standard office hours are Monday through Friday, 8:00 a.m. to 5:00 p.m.
- Ability to work a hybrid schedule, including 2-3 days per week in the office
- Flexibility to work additional hours as necessary to meet business and client needs
- Willingness to travel approximately 5%-40% annually based on client and project requirements
- Ability to remain seated for extended periods and move throughout the office as needed
- Ability to occasionally lift, carry, push, or pull items weighing up to 30-50 pounds
- Strong verbal and written communication skills, with the ability to effectively interact with clients, team members, and other stakeholders
