Transaction Advisory Services Manager
Core
Deliver strategic guidance and financial due diligence across the investment lifecycle, focusing on buy-side and sell-side engagements including quality of earnings analysis and working capital assessments.
Role type
Manager, Transaction Advisory Services (TAS)
Builds
Financial models, due diligence reports, and engagement proposals for M&A, divestitures, and management buyouts.
Domain
Professional Services / Financial Advisory / Mergers & Acquisitions
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, GAAP financial statement analysis, quality of earnings analysis, working capital assessment, industry research, report preparation, client presentation, project scoping
Preferred skills
CPA certification
Technologies
Financial modeling tools, accounting software
Responsibilities
Provide transaction-oriented accounting and reporting assistance for M&A and divestitures; prepare detailed financial analysis to assist clients evaluating acquisition decisions; participate in client meetings and site visits to acquire information for financial analysis; develop and review financial forecasts; analyze financial statements to determine performance sustainability; assist in preparing proposals and engagement letters; organize projects against deadlines.
Seniority
Manager, hands-on IC