Transaction Advisory Manager / Senior Manager
Transaction Advisory Services Manager / Senior Manager
Locations: Baltimore, MD | Minneapolis, MN | Nashville, TN | Dallas, TX
A rapidly growing transaction advisory firm specializing in M&A advisory, financial due diligence, and strategic finance is seeking experienced professionals to join its team. With a strong track record supporting private equity-backed and high-growth companies, the firm offers a dynamic and entrepreneurial environment focused on delivering high-impact insights across the deal lifecycle.
Position Overview
The Manager / Senior Manager will lead and execute buy-side and sell-side financial due diligence engagements, working closely with clients across industries such as healthcare, business services, manufacturing, and distribution. This role is ideal for professionals with a strong foundation in accounting and finance, looking to take ownership of client relationships and contribute to a collaborative, fast-paced team.
Key Responsibilities
- Manage multiple transaction advisory engagements, including Quality of Earnings (QoE) analysis, working capital assessments, and financial statement reviews.
- Lead client communications and present findings to stakeholders including private equity firms and corporate acquirers.
- Supervise and mentor junior staff, ensuring high-quality deliverables and professional development.
- Collaborate with leadership on business development initiatives and contribute to internal process improvements.
- Travel: 10%
Qualifications
- Bachelor's degree in Accounting, Finance, or related field; CPA or CFA preferred.
- 5+ years of lateral experience in transaction advisory services.
- Strong understanding of GAAP, financial modeling, and M&A processes.
- Excellent communication, analytical, and project management skills.
- Proficiency in Microsoft Excel; experience with Power BI or QuickBooks is a plus.
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