WithumSmith+Brown, PC

Transaction Advisory Manager- Financial Due Diligence

WithumSmith+Brown, PC$130K — $160K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or finance.
  • 5+ years of relevant M&A experience; CPA certification preferred.
  • Proficient in Excel and PowerPoint.
  • Strong communication skills for internal and external interactions.
  • Excellent analytical skills for data translation.
  • Ability to prioritize and adapt to new challenges.
  • Experience with US GAAP knowledge and application.

Responsibilities

  • Manage multiple work streams simultaneously.
  • Coordinate financial due diligence engagements.
  • Communicate issues and deal considerations with client management.
  • Engage in discussions about business performance and forecasts.
  • Analyze financial data to assess quality of earnings and cash flows.
  • Prepare reports detailing findings and recommendations.
  • Identify post-transaction integration and transition issues.

Benefits

  • Hybrid work model with 3 days in-office expectation per week.
  • Opportunity to mentor junior team members.
  • Competitive benefits package and bonus program based on performance.
  • Access to a dynamic team culture and M&A best practices development.
Full Job Description
Job Description:

We are currently accepting applications for a Manager in Transaction Advisory Services specifically focusing on financial due diligence. As a manager you will be a vital member of the team driving project management work at various points in the financial due diligence process.

The Manager will work directly with clients, target company management teams, and engagement leadership while mentoring junior team members and contributing to the continued growth of the practice. Our TAS team specializes in helping clients navigate acquisitions, divestitures, recapitalizations, and other strategic transactions through high-quality financial analysis and actionable insights.

Currently we are looking for a Manager based out of the Houston, TX office. This is a hybrid position (3 days in office expectation per week).

How You'll Spend Your Time:
  • Managing multiple work streams at any given time
  • Coordinating financial due diligence engagements
  • Collaborating with client management on diligence focus areas and providing real-time communications of issues and deal considerations
  • Participating in discussions regarding business performance and forecasting assumptions with senior team management
  • Identifying and supporting analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows
  • Working on reports that set out our findings and recommendations around the key financial and business issues in a transaction
  • Identifying integration, separation and post-transaction transition issues
  • Collaborating with other team members and contributing to the ongoing development of M&A best practices
  • Analyzing financial and operational results of businesses to be acquired or sold through reviewing accounting records, understanding the drivers of the business and conducting interviews with management
  • Researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients
  • Utilizing technology/tools in analyzing datasets and presenting visualizations


The Kinds of People We Want to Talk to Have Many of The Following:
  • A bachelor's degree in accounting or finance and 5+ years of related M&A work experience; supported by an active CPA certification or in the process of obtaining one
  • Experience gained within another large professional services organization; public accounting experience preferred with a focus on energy clients
  • High proficiency in Excel and PowerPoint
  • Effective communication skills both internally and externally, promoting active listening and consistently following up on open action items appropriately
  • Excellent analytical skills and the confidence to translate complex data into meaningful insights
  • The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
  • Working knowledge of US GAAP
  • The desire to be a long-term contributor to a dynamic team
  • Must be willing and able to travel up to 40% on short notice
  • Experience in a mergers or acquisitions transactions role
  • Established networking skills in a relevant industry


The compensation for this position ranges from $130,000-$160,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

#LI-MD1 #LI-Hybrid

About WithumSmith+Brown, PC

WithumSmith+Brown, PC is a public accounting and consulting firm that provides a range of services to businesses and individuals. The company's services include accounting, auditing, tax planning and preparation, business consulting, and technology consulting. WithumSmith+Brown, PC serves clients in a variety of industries, including healthcare, real estate, manufacturing, and financial services. The company was founded in 1974 and is headquartered in Princeton, New Jersey.
Learn more about WithumSmith+Brown, PC
Size
1,000 employees
Industry
Founded
1974

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