Manager - Transaction Advisory Services
Core
Manager providing due diligence and transaction advisory services to middle market clients, including quality of earnings reports and financial analysis.
Role type
Manager, Transaction Advisory Services
Builds
Due diligence reports and financial analysis for buy-side and sell-side transactions
Domain
Accounting and Financial Advisory
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, Quality of earnings reporting, Due diligence, Data gathering, Document review, Modeling, Excel, Client communication, Team leadership, Executive briefing support
Preferred skills
CPA certification, Industry expertise
Technologies
Excel
Responsibilities
Prepare quality of earnings reports, Conduct research and financial analysis of target companies, Perform due diligence for buy and sell side transactions, Communicate with clients to ensure service delivery, Participate in marketing and recruiting activities, Support team member growth and development
Seniority
Manager, hands-on IC with leadership responsibilities
