Senior Transaction Advisory Services Consultant

Buxbaum HCS is seeking a Senior Manager to join our growing Transaction Advisory practice. You'll work both independently and as part of an integrated, multi-disciplinary team supporting primarily sell-side Financial Due Diligence, Quality of Earnings ("QofE"), and Transaction CFO engagements for middle-market, privately owned businesses. This is a hands-on, high-visibility role in a boutique firm where your contributions are seen. You'll partner directly with founders, owners, attorneys, and investment bankers on engagements. Key Responsibilities Lead financial due diligence engagements across the sell-side transaction lifecycle — including QofE, net working capital analysis, and supporting financial modeling. Manage concurrent engagements, driving high-quality deliverables, clear communication, and disciplined adherence to time-sensitive deal calendars. Analyze target financials to surface key risks, accounting issues, and value drivers; present findings clearly to business owners, executives, investors, lenders, and other deal stakeholders, including audiences who may have little to no prior M&A experience. Own preparation and review of Key Findings Reports, databooks, and presentation materials that frame proposed adjustments, working capital positions, and deal considerations. Assess the quality of a target's reported revenue, margins, earnings, net assets, net working capital, and cash flows and anticipate the buy-side questions that will follow. Collaborate cross-functionally with colleagues across Buxbaum's Outsourced Accounting, Fractional CFO, and Interim Support practices to deliver integrated solutions that extend beyond closing including post-close transition support for PE-acquired clients. Mentor and develop staff through structured feedback, on-the-job coaching, and engagement-level training; help build the next layer of transaction talent at the firm. Lead meetings with client management, target company management, and external advisors; serve as a primary day-to-day point of contact on execution matters. Coordinate effectively with investment bankers, M&A attorneys, PE sponsors, lenders, and other parties throughout the deal process. Contribute meaningfully to firm growth through business development. Managers should be open to participate in cultivating referral relationships, contributing thought leadership content, attending transaction-focused industry events, and supporting client retention and expansion. This is a firm where entrepreneurial energy is genuinely rewarded. Flexibility to occasionally work extended hours or travel to client and firm locations as transaction timelines require. Basic Qualifications 6+ years of financial due diligence experience at a national, regional, or boutique accounting/advisory firm 2+ years of direct supervisory experience leading engagement teams Bachelor's or Master's degree in Accounting, Finance, or Business Administration Preferred Qualifications CPA, or actively progressing toward CPA certification Strong working knowledge of US GAAP, including revenue recognition (ASC 606), inventory, and accrual-basis accounting concepts Advanced proficiency in Excel and PowerPoint; familiarity with Power BI or similar analytical/visualization tools a plus Strong project management and multi-tasking skills, with the ability to run several active transactions simultaneously Excellent written and verbal communication, with comfort presenting to owner-operators, executives, and institutional investors alike Strong interpersonal and team-building instincts Composure and effectiveness in fast-paced, time-sensitive, and sometimes messy deal environments Willingness to be "on call" at critical points in the transaction process when active engagement is required Comfortable operating as both a team leader and an individual contributor Base salary of $180,000–$200,000, commensurate with experience Discretionary bonus program based on individual and firm performance PTO Hybrid work environment Comprehensive medical, dental, and vision coverage Direct exposure to firm leadership, real opportunity to participate in client development, and a meaningful seat at the table as the practice scales #J-18808-Ljbffr Buxbaum