Transaction Services Manager
Core
Managing execution of buy-side and sell-side due diligence assignments, including quantitative financial analysis, quality of earnings assessment, and drafting accounting clauses in SPAs.
Role type
Senior IC Transaction Services Manager (Financial Advisory)
Builds
Due diligence reports, financial models, and accounting clauses for M&A transactions
Domain
Professional Services / Financial Advisory / Mergers & Acquisitions
Deliverable
client delivery
Required skills
Financial due diligence execution, quantitative financial analysis, quality of earnings analysis, working capital analysis, debt-like item identification, AASB competency, deal mechanics, team management, business development support, mentoring junior staff
Preferred skills
Experience with mid-tier or large professional services firms, experience in Lead Advisory execution support, process improvement
Technologies
Financial modeling tools, data analysis software
Responsibilities
Execute and manage client deliverables across transaction services, assist in drafting accounting-related clauses in SPAs, manage team coordination with project experts, support business development activities, provide management assistance to the Lead Partner, train and mentor junior staff
Seniority
Senior, hands-on IC with team management responsibilities