Manager – Transaction Advisory Services

This is a fully remote position, open to applicants in Maryland.

📋 Description

• Execute financial due diligence for both buy-side and sell-side transactions on behalf of private equity clients and corporate acquirers or sellers.

• Strategically plan and oversee due diligence projects while adhering to budget constraints.

• Serve as the main point of contact for clients throughout the due diligence procedure.

• Create and/or evaluate Excel data packs.

• Conduct interviews, either on-site or via phone, with C-level executives at target acquisitions.

• Develop due diligence reports and client presentations that encompass analyses, findings, and recommendations.

• Examine historical financial and operational performance, elucidate business trends, and pinpoint potential risks.

• Construct financial models for mergers, acquisitions, and related transactions.

• Undertake industry research to support due diligence efforts.

• Organize and oversee tasks assigned to senior analysts and manage project assignments.

• Guide, educate, and oversee junior team members.

• Implement and enhance TAS Best Practices.

• Draft proposals that include budgets and scopes of work, and present these to potential clients.

• Recognize and pursue opportunities for business development through industry connections and networking.

⛳️ Requirements

• Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or a related field.

• CPA designation is preferred.

• At least 2 years of additional experience in financial due diligence.

• A minimum of 2 years of audit experience, ideally with lower middle market companies.

🏝️ Benefits

• Competitive salary and benefits package.

• Flexibility to balance personal and professional commitments.

• Support for professional development.

• A collaborative and innovative work atmosphere.