Mergers and Acquisitions Manager

Job Description

Senior Manager, Transaction Advisory Services

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Our client, a leading and rapidly growing transaction advisory practice, is seeking a Senior Manager, Transaction Advisory Services to join its expanding team. This is an outstanding opportunity for a seasoned transaction advisory professional to work on high-profile middle-market deals while gaining significant exposure to clients, leadership, and business development initiatives. The organization offers an entrepreneurial environment, strong career advancement opportunities, and the ability to make an immediate impact while collaborating with experienced industry leaders and technical experts. The firm is committed to delivering exceptional client service while supporting a healthy work-life balance for its professionals.

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Responsibilities

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• Plan, manage, and oversee financial due diligence engagements from start to finish.
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• Serve as the primary point of contact for executive leadership teams throughout the transaction process.
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• Analyze quality of earnings, working capital, historical and projected financial performance, and key balance sheet accounts.
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• Conduct industry and company research to support transaction-related analyses.
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• Lead management interviews and information-gathering sessions with target company executives.
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• Identify transaction risks, deal issues, and opportunities for value creation.
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• Develop recommendations and solutions related to transaction structure and negotiation considerations.
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• Lead financial due diligence report preparation and presentation of key findings to clients.
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• Manage communication and information flow among clients, target companies, and transaction stakeholders.
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• Support business development efforts through networking, relationship building, and industry involvement.
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• Assist in proposal development and client presentations for new business opportunities.
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• Collaborate with leadership and service line teams to identify cross-selling opportunities and expand client relationships.
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• Manage and supervise engagement teams, including managers and senior associates.
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• Review work product and provide coaching, feedback, and technical guidance.
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• Mentor team members through real-time training and professional development.
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• Participate in performance evaluations and ongoing staff development initiatives.
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• Foster a collaborative, high-performing team environment focused on quality client service.
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Qualifications

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• Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.
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• 7+ years of public accounting, transaction advisory, or related consulting experience required.
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• 4+ years of Transaction Advisory Services (TAS) or Financial Due Diligence experience strongly preferred.
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• Demonstrated experience working directly with C-suite executives and business owners preferred.
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• CPA, CA, or equivalent professional designation preferred.
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• Strong proficiency with Microsoft Excel, PowerPoint, and Word.
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• Advanced financial analysis and modeling capabilities.
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• Strong understanding of U.S. GAAP and financial reporting principles.
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Preferred Skills

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• 4+ years of Transaction Advisory Services (TAS) or Financial Due Diligence experience strongly preferred.
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• Demonstrated experience working directly with C-suite executives and business owners preferred.
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• CPA, CA, or equivalent professional designation preferred.
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• Business development mindset with the ability to identify and pursue growth opportunities.
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