JOB SUMMARY
We are seeking a Transaction Services Manager to lead financial due diligence (FDD) and M&A advisory engagements. This role is ideal for experienced professionals who thrive in fast-paced deal environments and are skilled in analyzing financial statements, assessing transaction risks, and advising clients through mergers, acquisitions, and divestitures. You will play a key role in driving successful transactions for private equity firms, corporate clients, and investment banks.

JOB DESCRIPTION

• Manage buy-side and sell-side financial due diligence engagements for M&A transactions

•  Assess quality of earnings (QoE), working capital adjustments, and cash flow trends to evaluate deal risks

• Analyze financial statements, revenue models, and business operations to identify potential red flags

• Lead the preparation of financial reports, executive summaries, and key transaction insights

• Develop and review financial models, valuation assessments, and sensitivity analyses

• Serve as the primary client contact, ensuring exceptional communication and advisory support

• Collaborate with investment bankers, private equity firms, and corporate executives to structure deals

• Train, mentor, and supervise junior professionals, fostering a strong transaction advisory team

• Support post-transaction integration by analyzing financial structures and deal synergies

Supervisory responsibilities

• Yes, will supervise staff members

• Will participate in performance review process

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift up to 15 pounds at a time

Travel required

• Travel may be frequent and unpredictable, depending on client’s needs

Required education and experience

• Bachelor’s degree in Accounting and/or Finance with strong academic performance

• 4 – 6+ years of audit / corporate finance / transaction advisory service experience

Preferred education and experience

• Certified Public Accountant (“CPA”) designation

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $130,000 to $180,000.