Transaction Advisory Services Manager
Calvetti Ferguson
divh2Transaction Advisory Services Manager/h2pHouston, Texas, United States/ppCalvetti Ferguson is a leading CPA and advisory firm thats more than just numbers. Were a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact./ppIn your role as a Transaction Advisory Manager, you will lead transaction advisory engagements across buy-side and sell-side due diligence, supporting private equity firms, corporate clients, and entrepreneurs. You will help deliver high-quality financial due diligence that focuses on key value drivers, risks, and transaction considerations./ph3Key Responsibilities/h3ulliLead and manage buy-side and sell-side financial due diligence engagements/liliOversee Quality of Earnings, working capital, and cash flow analyses/liliManage multiple concurrent engagements and project teams/liliServe as primary point of contact for clients and manage relationships/liliReview databooks, analyses, and deliverables prepared by team members/liliIdentify key risks, trends, and value creation opportunities/liliCommunicate findings clearly to clients and stakeholders/liliDevelop engagement budgets, monitor billing, and manage realization/liliCoach, mentor, and develop Associates and Senior Associates/liliSupport business development efforts and proposal development/li/ulh3Qualifications/h3ulliBachelors degree in Accounting, Finance, or related field required/lili7+ years of experience in audit or transaction advisory services/lili3+ years of direct experience in financial due diligence/liliCPA designation required/liliStrong knowledge of US GAAP/liliAdvanced Excel and PowerPoint skills, and with AI and data automation tools a plus/liliStrong project management and leadership skills/liliExcellent communication and client relationship abilities/liliExperience working with private equity clients preferred/liliAbility to work in fast-paced transaction environments/li/ulpPlease note that Calvetti Ferguson does not provide immigration or work visa sponsorship./ppAt Calvetti Ferguson, youll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If youre looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team./p/div
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