Manager – Transaction Advisory Services

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

📋 Description

• Perform buy-side and sell-side financial due diligence for private equity clients as well as corporate acquirers and sellers.

• Organize and oversee due diligence engagements while adhering to budget constraints.

• Serve as the main point of contact for clients during the due diligence process.

• Create and/or review Excel data packages.

• Conduct on-site and/or telephonic interviews with C-level executives at target acquisitions.

• Draft due diligence reports and client presentations that showcase analyses, findings, and recommendations.

• Evaluate historical financial and operational results to identify business trends and potential risks.

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

• Execute industry research for various projects.

• Schedule and oversee tasks and project assignments for senior analysts.

• Mentor, train, and guide junior staff members.

• Implement and enhance TAS Best Practices.

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

• Recognize and pursue business development opportunities 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.

• Flexible work arrangements to balance personal and professional commitments.

• Support for professional development and growth.

• A collaborative and innovative workplace environment.