Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager, you will focus on buy-side and sell-side due diligence engagements, including quality of earnings analysis, working capital assessments, and review of accounting policies to evaluate performance sustainability and identify risks. Responsibilities include researching industry and target data, building financial models, analyzing financial statements under GAAP, calculating adjustments, preparing reports, presenting findings, participating in client meetings, supervision, and assisting with project scoping.
Your role.Your work will include, but not be limited to:
- Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts
- Prepare detailed financial analysis to assist clients evaluating acquisition decisions
- Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis
- Develop and review financial forecasts
- Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired
- Analyze financial statements to determine sustainability of performance
- Assist in preparing proposals and engagement letters
- Organize varying projects against deadlines and mange time effectively
The qualifications.- Bachelor's Degree in Accounting or Finance
- Preferred Certifications: CPA
- 4-6 years of experience in a Transaction Advisory services practice, an Audit or Consulting practice, or Investment Banking
- Consistent travel with approximately 20% overnight
This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in CO, IL, OH, and MA is: $115,000-$150,000
This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.
