Transaction Advisory Services Manager

Confidential Company  •  New York, NY

5 - 7 years experience  •  Staffing & Recruiting

$100K - $150K
Posted on 02/23/18
Confidential Company
New York, NY
5 - 7 years experience
Staffing & Recruiting
$100K - $150K
Posted on 02/23/18


The Transaction Advisory Services Manager  will:

  • Analyze detailed financial statement information
  • Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions
  • Assess the quality of the target company's reported earnings, net assets and cash flows
  • Assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows
  • Assist the team in further articulating how such findings should be incorporated into the client's valuation and sale / purchase agreement, and provide other negotiating points
  • Participate in meetings and conference calls with target company management and with client personnel
  • Serve as a secondary point of contact for client personnel with respect to day-to-day execution matters


  • Bachelor’s degree in Accounting, Taxation or related field 
  • 6 years of experience in public accounting or related field, due diligence experience at a National or Regional accounting and/or major consulting firm
  • Active CPA or equivalent certification 
  • Strong project management skills
  • Able to manage all aspects of client engagements
  • Ability to meet deadlines, work on multiple assignments and prioritize each assignment as necessary 
  • Excellent interpersonal and communication skills
  • Highly proficient in Excel, as well as in other applicable technology 

Desired Skills

  • 4 years of supervisory experience


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