CareerPlan

Senior Manager, Transaction Advisory Services

Pasadena, California, USFull-time$150k–$227k2026-08-03 → 2026-11-11
Based in United States

Core

Lead financial and tax due diligence for mergers, acquisitions, and divestitures, preparing Quality of Earnings reports and analyzing target company data to support valuation and negotiation.

Role type

Senior Manager, Transaction Advisory Services

Builds

Financial due diligence reports, Quality of Earnings analyses, and deal structuring support for private equity and public companies.

Domain

Financial Services / Mergers & Acquisitions

Required skills

Financial Due Diligence, Quality of Earnings analysis, Purchase Price Accounting, Deal Structuring, Tax Due Diligence, US GAAP, Client Advisory, Team Leadership, Business Development

Preferred skills

Private Equity experience, IT Due Diligence, IP Sales, Integration Support

Technologies

Excel, PowerPoint

Responsibilities

Conduct Financial Due Diligence and prepare Quality of Earnings reports; Lead buy-side and sell-side transaction advisory engagements; Cultivate relationships with senior executives to generate new projects; Manage and coordinate client approaches and third-party diligence providers; Analyze target company data to identify financial trends, risks, and valuation impacts; Lead, mentor, and develop team members.

Seniority

Senior Manager, hands-on leadership