Transaction Advisory Manager - PE Deals & Diligence
Armanino Advisory LLC
Armanino Advisory LLC in San Ramon is seeking a talented financial professional to conduct Financial Due Diligence and lead transaction advisory engagements. The ideal candidate will have a BS degree in Accounting or Finance and a minimum of 4 years’ relevant experience. This role requires strong analytical and communication skills, along with knowledge of US GAAP. Benefits include medical coverage, generous PTO, flexible work arrangements, and a wellness program. #J-18808-Ljbffr Armanino Advisory LLC
- Baker Tilly Advisory Group, LP is seeking a Senior Manager to join their Transaction Advisory Service team in Walnut Creek, California. This role involves providing diligent advisory services to meet clients' complex financial needs. Ideal candidates should have at least...Suggested
$200k - $240k
...the Role Within Armanino’s CFO Advisory Practice, this role supports financial due diligence and transaction advisory engagements for CFOs... ...processes: Purchase Price Accounting, Deal Structuring, Integration &... ...and private equity investors. Manage and coordinate client approach...SuggestedLocal areaWork from homeFlexible hours- ...Conduct Financial Due Diligence, including preparation... ...Purchase Price Accounting, Deal Structuring, and... ...carve-outs, proposed sale transactions, restatements, etc.... ...sell-side transaction advisory engagements, providing... ...private equity deals. Manage and coordinate the approach...SuggestedLocal areaFlexible hours
$117.3k - $159.9k
...Conduct financial due diligence, including preparation... ...purchase price accounting, deal structuring, and... ...carve-outs, proposed sale transactions, restatements, etc.... ...sell-side transaction advisory engagements, providing... ...private equity deals Manage and coordinate...SuggestedContract workLocal areaFlexible hours$163k - $240k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...currently searching for a Senior Manager to join our Transaction Advisory Service team within our Financial... ...business advisor and provide due diligence and transaction advisory services to...SuggestedLocal areaWorldwideShift work$131.01k - $258.57k
...Transactions Manager Date: May 29, 2026 Location: Denver, CO, US Walnut Creek, CA, US Chicago... ...candidate will manage technical due diligence engagements for multiple types of... ...within Black & Veatch Infrastructure Advisory. The Team Black & Veatch is seeking...Full timePart timeWork experience placementLocal areaRelocationVisa sponsorshipFlexible hours$52.2k - $137.7k
...their authentic selves. We are actively sourcing for a full-time Deal Desk Analyst who loves working with Sales, Finance, and other... ...utilizing a variety of developed organizational and project management skills. The position reports to the Sales Operations Manager....Full timeTemporary workWork at officeRemote workWorldwide3 days per week$122.4k - $228k
...structuring of high-value, complex deals, and credit approvals,... ...negotiations for high-value, complex transactions and credit approvals,... ...structured to meet client needs. Manages high-value client portfolios,... ...strategy. Drives strategic advisory on loan products, options,...Contract workPart timeWork experience placementLocal areaShift work$156k - $324k
..., as well as reseller-, finance-, sales-operations-, account management and other teams to execute on company business objectives and... ...leverage their experience negotiating and drafting complex sales transactions, including SaaS (or Contact Center as a Service) agreements...Temporary workWork at officeRemote workWorldwide3 days per week$168.8k - $253.2k
...Manager, Treasury Forecasting Reports to: VP / Treasury * Department: Finance & Treasury... ...Operations; incorporate enterprise deal structures (multi-year contracts, installment... ...management, equity offerings, or M&A transactions. Monitor compliance with...Full timeLocal area$88.8k - $165.6k
...Relationship Manager We are seeking a top performing Relationship Manager to join BMO's... ...client relationships. Structures complex deals and secures credit approvals, working with... ...credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑...Part timeWork experience placementLocal area- ...front desk coverage as needed Calendar management Client support Review preparation... ...high level of integrity, and will work diligently and efficiently to exceed expectations.... ..., Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James...Work at officeShift work
- ...the job and excellent customer service Deal with upset customers/problems with food... ...refunds are issued Communicate with managers/owners about the status of inventory; whether... ...cash register and handle all cash transactions with careful consideration. Do your best...All shiftsShift workNight shift
- A leading consulting firm located in San Ramon, CA is seeking a CFO Advisory professional to support clients in financial planning and analysis. The ideal candidate must have a BS degree in Accounting or Finance and 2-4 years of relevant experience. Strong skills in Excel...
$86.8k - $168.3k
...team players - hungry, nimble and intelligent - with the ability and willingness to close a mix of complex enterprise and more transactional deals. Location: This role is hybrid. 3 days a week (M, W, TH) in our San Ramon, CA or San Francisco, CA office is...Temporary workWork at officeWorldwide3 days per week$100k - $130k
Job Title: Client Success Manager Organization: The Surplus Line Association of California... ...we review more than 1 million policy transactions, equip insurance brokers with compliance... ...involves supporting members by facilitating advisory services and coordinating customized...Full timeWork at officeLocal areaFlexible hours$155.1k - $258.7k
...or training. Job Title: Senior Manager, Workplace Experience Location:... ...in merger and acquisition-related due diligence, and integration planning and delivery... ...verification, credit check. Certain positions dealing with sensitive and/or third-party...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week$260k - $300k
...Trek Health is guided by an experienced advisory team with executives from Salesforce, Okta... ...close. You’ll work with revenue leaders, managed-care directors, finance teams, and legal... ...tailored discovery, navigate multi-threaded deals, deliver compelling demos, and close new...Full timeContract workRemote workWork visa- ...sales cycle for enterprise clients, manage existing key accounts, and... ...closing complex, multi-stakeholder deals ~ Prior experience selling into... ...solution-based selling rather than transactional product sales ~ Goal-oriented, diligent, and self-motivated ~ Bilingual...
$65k
...needs, preparing proposals, and closing deals. Outside sales of Astound business services... ...within 48 hours. Completes all sales transactions, providing the customer with a scheduled... ...Table: ~2-4 years prior experience managing business accounts in either a sales or...Full timeWork at officeLocal areaRelocation package$164.4k - $285.6k
...as a strategic partner to Relationship Managers and market leadership. This individual will... ...the structuring of high-value, complex deals, and credit approvals, ensuring... ...credit approvals, negotiates high-value transactions, and identifies opportunities for cross-...Part timeWork experience placementLocal area$88.8k - $165.6k
...Broughton Group is seeking a talented Relationship Manager in San Ramon, California to enhance client relations with Pacific Rim markets... ...role emphasizes building a diverse portfolio, structuring complex deals, and driving business growth through strategic client engagement...$132.5k - $302.4k
...their enterprise. You Are: A Senior Manager who is part strategist, part consultant,... ...session with architects. You shape complex deals, craft executive-ready narratives, and... ...profile. C-level Storytelling & Executive Advisory Craft crisp, board-level narratives...Work experience placementLive inWork at officeLocal area- ...Job Description Job Description Sales Manager – Solar & Energy Storage (Player‐Coach)... ...and small commercial solar + storage deals Step in as a closer-of-last-resort... ...over difficult deals and closing complex transactions ~ Strong understanding of solar financing...Remote work
- ...resource and growth is encouraged through diligence, teamwork & creativity. Above all, there... ...! A Minimum of 5 years in Automotive Management a plus. Benefits * Medical & Dental... ...salespeople on standard methodologies for closing deals and provide mentorship to improve sales...Local area
- A leading accounting and consulting firm in San Ramon, California, is seeking an experienced tax consultant to manage a diverse portfolio of high-net-worth clients. The ideal candidate will possess a bachelor's degree in accounting, relevant certifications, and at least...Flexible hours
$20.75 - $32.2 per hour
...operational efficiency. What You'll Do Lead, coach and assist associates to deliver speed of service, execute complicated transactions and create a compelling customer experience at POC and Customer Service Meet or exceed individual goals (e.g., credit,...Full timeTemporary workPart timeFlexible hoursShift workNight shift- ...Fairygodboss is seeking a Business Relationship Manager in Castro Valley, California, to manage a portfolio of 100-130 business clients. This role involves providing tailored financial solutions, education, and advice to improve clients' businesses and well-being. Your...
$14.5 - $16.5 per hour
...additional tasks and handle special circumstances requested by your manager. Customer Service and Menu/Brand Knowledge: Have a... ...consistency. Operate cash register and handle all cash transactions with careful consideration. Do your best and strive for excellence...Hourly payFull timePart timeAll shiftsShift work$136.6k - $230k
...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and... ...and seeking to hire an experienced Manager/Director - Transfer Pricing to join our... ...associated with all types of intercompany transactions Help companies accurately reflect and monitor...Work at officeLocal areaFlexible hours
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