Job SummaryWe are currently seeking a
Transaction Advisory Senior Manager focused on Financial Due Diligence to join our team in any of the following office locations:
Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. We will also consider
remote candidates based in New York, New Jersey, Massachusetts, Connecticut, and the Greater Philadelphia market. This role offers an exciting opportunity to be part of a dynamic and growing firm.
Responsibilities include, but are not limited to:- Leading complex buy-side and sell-side financial due diligence and Quality of Earnings (QoE) engagements, providing strategic insights that drive investment and transaction decisions
- Directing multiple concurrent engagements and engagement teams, ensuring exceptional client service, technical excellence, and timely delivery across all phases of the transaction lifecycle
- Advising private equity sponsors, strategic buyers, business owners, and executive leadership teams on key financial, operational, and transaction-related considerations
- Analyzing financial statements, operating results, and key performance metrics to identify trends, risks, opportunities, and value drivers that impact transaction outcomes
- Developing and reviewing comprehensive reports, presentations, and analyses that communicate findings, proposed adjustments, and strategic recommendations to clients and stakeholders
- Monitoring industry trends, market activity, accounting developments, and emerging transaction considerations to enhance client value and thought leadership
- Evaluating revenue quality, earnings sustainability, working capital trends, cash flow performance, and balance sheet accounts to assess the financial health of target businesses
- Contributing to practice growth initiatives by supporting business development activities, participating in networking and industry events, creating thought leadership content, and expanding professional relationships
- Driving client relationships by serving as a trusted advisor and primary point of contact throughout the engagement and transaction process
- Traveling to client sites, firm offices, and industry events as needed while maintaining flexibility to meet engagement and client service requirements
Qualifications- Bachelor's degree in Accounting, Finance, or related field
- Minimum of 4+ years of Transaction Advisory experience, and 7+ total years of relevant experience
- CPA license required
- Construction and/or manufacturing & distribution industry experience desired; Industry agnostic experience considered
- Excellent interpersonal, organizational, initiative, and leadership skills
- Strong written and verbal communication skills
- Proficiency with Microsoft Office Suite and relevant software
- Ability to manage multiple priorities in a deadline-driven environment
- Maintains a high level of professionalism and consistently demonstrates respect for others
Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development.
Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the following market(s):
New York ranges are from $150,000 - $225,000
New Jersey ranges are from $150,000 - $225,000
Massachusetts ranges are from $150,000 - $225,000
Connecticut ranges are from $150,000 - $225,000
